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SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 401k Plan overview

Plan NameSOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST
Plan identification number 001

SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SOUTHWEST INTERNATIONAL TRUCKS, INC has sponsored the creation of one or more 401k plans.

Company Name:SOUTHWEST INTERNATIONAL TRUCKS, INC
Employer identification number (EIN):751830929
NAIC Classification:484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01BARBARA BARFORD
0012023-01-01
0012023-01-01JANE C ROTH
0012022-01-01
0012022-01-01JANE ROTH
0012021-01-01
0012021-01-01JANE ROTH
0012020-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01JANE C.ROTH
0012017-01-01JANE C ROTH
0012016-01-01JANE C ROTH
0012015-01-01JANE C. ROTH
0012014-01-01JANE C. ROTH
0012013-01-01JANE C.ROTH
0012012-01-01JANE ROTH
0012011-01-01JANE C ROTH
0012009-01-01JANE ROTH

Plan Statistics for SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST

401k plan membership statisitcs for SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST

Measure Date Value
2023: SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-01365
Total number of active participants reported on line 7a of the Form 55002023-01-01289
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0161
Total of all active and inactive participants2023-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01351
Number of participants with account balances2023-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-016
2022: SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01349
Total number of active participants reported on line 7a of the Form 55002022-01-01282
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0160
Total of all active and inactive participants2022-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01343
Number of participants with account balances2022-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01347
Total number of active participants reported on line 7a of the Form 55002021-01-01256
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0170
Total of all active and inactive participants2021-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01326
Number of participants with account balances2021-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01349
Total number of active participants reported on line 7a of the Form 55002020-01-01267
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0158
Total of all active and inactive participants2020-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01325
Number of participants with account balances2020-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01370
Total number of active participants reported on line 7a of the Form 55002019-01-01271
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0161
Total of all active and inactive participants2019-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01332
Number of participants with account balances2019-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01341
Total number of active participants reported on line 7a of the Form 55002018-01-01269
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0149
Total of all active and inactive participants2018-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01318
Number of participants with account balances2018-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01347
Total number of active participants reported on line 7a of the Form 55002017-01-01279
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0151
Total of all active and inactive participants2017-01-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01330
Number of participants with account balances2017-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01355
Total number of active participants reported on line 7a of the Form 55002016-01-01289
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0140
Total of all active and inactive participants2016-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01329
Number of participants with account balances2016-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0112
2015: SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01371
Total number of active participants reported on line 7a of the Form 55002015-01-01300
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0131
Total of all active and inactive participants2015-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01333
Number of participants with account balances2015-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01358
Total number of active participants reported on line 7a of the Form 55002014-01-01300
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0150
Total of all active and inactive participants2014-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01350
Number of participants with account balances2014-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01337
Total number of active participants reported on line 7a of the Form 55002013-01-01298
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0138
Total of all active and inactive participants2013-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01336
Number of participants with account balances2013-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01294
Total number of active participants reported on line 7a of the Form 55002012-01-01271
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0131
Total of all active and inactive participants2012-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01302
Number of participants with account balances2012-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01263
Total number of active participants reported on line 7a of the Form 55002011-01-01236
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0132
Total of all active and inactive participants2011-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01269
Number of participants with account balances2011-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01261
Total number of active participants reported on line 7a of the Form 55002009-01-01220
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01239
Number of participants with account balances2009-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST

Measure Date Value
2023 : SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$4,373,000
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,082,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,018,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,488,683
Value of total assets at end of year2023-12-31$19,788,424
Value of total assets at beginning of year2023-12-31$17,497,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$63,909
Total interest from all sources2023-12-31$82,584
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$354,437
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$354,437
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,118,879
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$69,804
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,290,683
Value of net assets at end of year (total assets less liabilities)2023-12-31$19,788,424
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$17,497,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$40,268
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$17,648,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$15,903,426
Interest on participant loans2023-12-31$0
Income. Interest from loans (other than to participants)2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$1,839,705
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$1,294,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$1,294,315
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$82,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,447,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$300,000
Employer contributions (assets) at end of year2023-12-31$300,000
Employer contributions (assets) at beginning of year2023-12-31$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,018,408
Contract administrator fees2023-12-31$23,641
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31FORVIS MAZARS, LLP
Accountancy firm EIN2023-12-31440160260
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$4,373,000
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$2,082,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$2,018,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$1,488,683
Value of total assets at end of year2023-01-01$19,788,424
Value of total assets at beginning of year2023-01-01$17,497,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$63,909
Total interest from all sources2023-01-01$82,584
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$354,437
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$354,437
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$1,118,879
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$69,804
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$2,290,683
Value of net assets at end of year (total assets less liabilities)2023-01-01$19,788,424
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$17,497,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$40,268
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$17,648,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$15,903,426
Interest on participant loans2023-01-01$0
Income. Interest from loans (other than to participants)2023-01-01$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$1,839,705
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$82,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$2,447,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$300,000
Employer contributions (assets) at end of year2023-01-01$300,000
Employer contributions (assets) at beginning of year2023-01-01$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$2,018,408
Contract administrator fees2023-01-01$23,641
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01FORVIS MAZARS, LLP
Accountancy firm EIN2023-01-01440160260
2022 : SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,360,406
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,289,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,216,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,433,019
Value of total assets at end of year2022-12-31$17,497,741
Value of total assets at beginning of year2022-12-31$25,147,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$72,761
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$345,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$345,770
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,133,019
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,649,816
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,497,741
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$25,147,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$46,531
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,903,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$22,914,291
Interest on participant loans2022-12-31$0
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,294,315
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,107,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,107,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,139,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$300,000
Employer contributions (assets) at end of year2022-12-31$300,000
Employer contributions (assets) at beginning of year2022-12-31$126,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,216,649
Contract administrator fees2022-12-31$26,230
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-2,360,406
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$5,289,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$5,216,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,433,019
Value of total assets at end of year2022-01-01$17,497,741
Value of total assets at beginning of year2022-01-01$25,147,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$72,761
Total interest from all sources2022-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$345,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$345,770
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,133,019
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-7,649,816
Value of net assets at end of year (total assets less liabilities)2022-01-01$17,497,741
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$25,147,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$46,531
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$15,903,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$22,914,291
Interest on participant loans2022-01-01$0
Income. Interest from loans (other than to participants)2022-01-01$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$1,294,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-4,139,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$300,000
Employer contributions (assets) at end of year2022-01-01$300,000
Employer contributions (assets) at beginning of year2022-01-01$126,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$5,216,649
Contract administrator fees2022-01-01$26,230
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01FORVIS, LLP
Accountancy firm EIN2022-01-01440160260
2021 : SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,798,958
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,076,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,001,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,148,594
Value of total assets at end of year2021-12-31$25,147,557
Value of total assets at beginning of year2021-12-31$21,425,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$74,945
Total interest from all sources2021-12-31$4,495
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$345,110
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$345,110
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,022,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,722,507
Value of net assets at end of year (total assets less liabilities)2021-12-31$25,147,557
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,425,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$51,891
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$22,914,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$20,401,860
Interest on participant loans2021-12-31$0
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,107,131
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$923,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$923,190
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$4,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,300,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$126,135
Employer contributions (assets) at end of year2021-12-31$126,135
Employer contributions (assets) at beginning of year2021-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,001,506
Contract administrator fees2021-12-31$23,054
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,944,716
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,452,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,387,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,070,293
Value of total assets at end of year2020-12-31$21,425,050
Value of total assets at beginning of year2020-12-31$18,932,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$65,464
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$310,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$310,659
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$946,430
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$27,397
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$23,863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,492,114
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,425,050
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,932,936
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$40,753
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$21,325,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,795,837
Interest on participant loans2020-12-31$0
Income. Interest from loans (other than to participants)2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,563,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$100,000
Employer contributions (assets) at end of year2020-12-31$100,000
Employer contributions (assets) at beginning of year2020-12-31$109,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,387,138
Contract administrator fees2020-12-31$24,711
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DIXON-HUGHES GOODMAN PLLC
Accountancy firm EIN2020-12-31560747981
2019 : SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,830,483
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,646,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,585,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,084,386
Value of total assets at end of year2019-12-31$18,932,936
Value of total assets at beginning of year2019-12-31$15,749,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$61,525
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$363,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$363,522
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$974,684
Participant contributions at end of year2019-12-31$27,397
Participant contributions at beginning of year2019-12-31$32,073
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,183,929
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,932,936
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,749,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$38,842
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,795,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,617,559
Interest on participant loans2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,382,575
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$109,702
Employer contributions (assets) at end of year2019-12-31$109,702
Employer contributions (assets) at beginning of year2019-12-31$99,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,585,029
Contract administrator fees2019-12-31$22,683
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON-HUGHES GOODMAN PLLC
Accountancy firm EIN2019-12-31560747981
2018 : SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$291,458
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$740,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$682,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,081,599
Value of total assets at end of year2018-12-31$15,749,007
Value of total assets at beginning of year2018-12-31$16,197,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$57,154
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$330,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$330,080
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$889,170
Participant contributions at end of year2018-12-31$32,073
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$93,047
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-448,592
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,749,007
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,197,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$37,818
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$15,617,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,067,829
Interest on participant loans2018-12-31$0
Income. Interest from loans (other than to participants)2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$29,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$29,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,120,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$99,382
Employer contributions (assets) at end of year2018-12-31$99,375
Employer contributions (assets) at beginning of year2018-12-31$100,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$682,896
Contract administrator fees2018-12-31$19,336
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DIXON-HUGHES GOODMAN PLLC
Accountancy firm EIN2018-12-31560747981
2017 : SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,768,930
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,743,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,689,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,101,140
Value of total assets at end of year2017-12-31$16,197,599
Value of total assets at beginning of year2017-12-31$14,172,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$54,755
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$28,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$28,524
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$848,892
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$35,550
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$151,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,024,941
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,197,599
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,172,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$34,129
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$16,067,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,037,108
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$29,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,639,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$100,623
Employer contributions (assets) at end of year2017-12-31$100,623
Employer contributions (assets) at beginning of year2017-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,689,234
Contract administrator fees2017-12-31$20,626
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DIXON-HUGHES GOODMAN PLLC
Accountancy firm EIN2017-12-31560747981
2016 : SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,096,435
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,555,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,510,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,000,255
Value of total assets at end of year2016-12-31$14,172,658
Value of total assets at beginning of year2016-12-31$13,632,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$45,894
Total interest from all sources2016-12-31$4,475
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$269,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$269,854
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$900,255
Participant contributions at end of year2016-12-31$35,550
Participant contributions at beginning of year2016-12-31$39,036
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$540,512
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,172,658
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,632,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$27,998
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$14,037,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,547,434
Interest on participant loans2016-12-31$0
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$945,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$945,676
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$4,475
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$821,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$100,000
Employer contributions (assets) at end of year2016-12-31$100,000
Employer contributions (assets) at beginning of year2016-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,510,029
Contract administrator fees2016-12-31$17,896
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DIXON-HUGHES GOODMAN PLLC
Accountancy firm EIN2016-12-31560747981
2015 : SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$977,531
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$518,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$515,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,140,225
Value of total assets at end of year2015-12-31$13,632,146
Value of total assets at beginning of year2015-12-31$13,173,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,375
Total interest from all sources2015-12-31$188
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$237,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$237,750
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,040,225
Participant contributions at end of year2015-12-31$39,036
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$458,912
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,632,146
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,173,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,547,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,385,840
Interest on participant loans2015-12-31$0
Income. Interest from loans (other than to participants)2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$945,676
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$687,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$687,394
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$188
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-400,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$100,000
Employer contributions (assets) at end of year2015-12-31$100,000
Employer contributions (assets) at beginning of year2015-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$515,244
Contract administrator fees2015-12-31$3,375
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DIXON-HUGHES GOODMAN PLLC
Accountancy firm EIN2015-12-31560747981
2014 : SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$1,819,072
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$646,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$644,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,080,888
Value of total assets at end of year2014-12-31$13,173,234
Value of total assets at beginning of year2014-12-31$12,000,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,740
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$210,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$210,907
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$999,058
Participant contributions at beginning of year2014-12-31$28,523
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,172,747
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,173,234
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,000,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$12,385,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,191,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$687,394
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$660,201
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$660,201
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$527,277
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$80,000
Employer contributions (assets) at end of year2014-12-31$100,000
Employer contributions (assets) at beginning of year2014-12-31$120,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$644,585
Contract administrator fees2014-12-31$1,740
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DIXON-HUGHES GOODMAN PLLC
Accountancy firm EIN2014-12-31560747981
2013 : SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$3,150,772
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,098,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,097,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,076,627
Value of total assets at end of year2013-12-31$12,000,487
Value of total assets at beginning of year2013-12-31$9,948,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,560
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$185,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$185,107
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$949,028
Participant contributions at end of year2013-12-31$28,523
Participant contributions at beginning of year2013-12-31$240
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$7,599
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,052,194
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,000,487
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,948,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,191,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,184,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$660,201
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$663,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$663,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,889,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$120,000
Employer contributions (assets) at end of year2013-12-31$120,000
Employer contributions (assets) at beginning of year2013-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,097,018
Contract administrator fees2013-12-31$1,560
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DIXON-HUGHES GOODMAN PLLC
Accountancy firm EIN2013-12-31560747981
2012 : SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$2,132,149
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$750,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$748,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$967,121
Value of total assets at end of year2012-12-31$9,948,293
Value of total assets at beginning of year2012-12-31$8,566,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,140
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$204,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$204,634
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$867,121
Participant contributions at end of year2012-12-31$240
Participant contributions at beginning of year2012-12-31$33
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,382,149
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,948,293
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,566,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,184,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,941,692
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$663,920
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$524,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$524,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$960,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$100,000
Employer contributions (assets) at end of year2012-12-31$100,000
Employer contributions (assets) at beginning of year2012-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$748,860
Contract administrator fees2012-12-31$1,140
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DIXON-HUGHES GOODMAN PLLC
Accountancy firm EIN2012-12-31560747981
2011 : SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$727,557
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$321,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$320,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$862,304
Value of total assets at end of year2011-12-31$8,566,144
Value of total assets at beginning of year2011-12-31$8,160,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,500
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$176,371
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$176,371
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$741,115
Participant contributions at end of year2011-12-31$33
Participant contributions at beginning of year2011-12-31$26,136
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$21,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$405,656
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,566,144
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,160,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,941,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,573,342
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$524,419
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$451,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$451,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-311,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$100,000
Employer contributions (assets) at end of year2011-12-31$100,000
Employer contributions (assets) at beginning of year2011-12-31$110,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$320,401
Contract administrator fees2011-12-31$1,500
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DIXON-HUGHES GOODMAN PLLC
Accountancy firm EIN2011-12-31560747981
2010 : SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$1,557,320
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$950,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$949,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$721,279
Value of total assets at end of year2010-12-31$8,160,488
Value of total assets at beginning of year2010-12-31$7,553,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,500
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$172,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$172,012
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$611,279
Participant contributions at end of year2010-12-31$26,136
Participant contributions at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$606,575
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,160,488
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,553,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,573,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,094,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$451,010
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$359,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$359,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$664,029
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$110,000
Employer contributions (assets) at end of year2010-12-31$110,000
Employer contributions (assets) at beginning of year2010-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$949,245
Contract administrator fees2010-12-31$1,500
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2010-12-31560747981
2009 : SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST

2023: SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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