401k Plan data: WATKINS AND SHEPARD TRUCKING, INC. 401(K) PROFIT SHARING PLAN plan

WATKINS AND SHEPARD TRUCKING, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	WATKINS AND SHEPARD TRUCKING, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

WATKINS AND SHEPARD TRUCKING, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

WATKINS & SHEPARD TRUCKING, INC. has sponsored the creation of one or more 401k plans.

Company Name: WATKINS & SHEPARD TRUCKING, INC.

Employer identification number (EIN): 810446669

NAIC Classification: 484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WATKINS AND SHEPARD TRUCKING, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 DANIEL BROWN 2019-01-15
001 2017-01-01 DANIEL BROWN 2018-10-11
001 2016-01-01 DANIEL BROWN
001 2016-01-01
001 2015-01-01 DANIEL BROWN
001 2014-01-01 DANIEL BROWN
001 2013-01-01 DANIEL BROWN
001 2012-01-01 DANIEL BROWN DANIEL BROWN 2013-10-14
001 2011-01-01 DANIEL D. BROWN DANIEL D. BROWN 2012-10-02
001 2009-01-01 DANIEL BROWN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	DANIEL BROWN	2019-01-15
001	2017-01-01	DANIEL BROWN	2018-10-11
001	2016-01-01	DANIEL BROWN
001	2016-01-01
001	2015-01-01	DANIEL BROWN
001	2014-01-01	DANIEL BROWN
001	2013-01-01	DANIEL BROWN
001	2012-01-01	DANIEL BROWN		DANIEL BROWN	2013-10-14
001	2011-01-01	DANIEL D. BROWN		DANIEL D. BROWN	2012-10-02
001	2009-01-01	DANIEL BROWN

Plan Statistics for WATKINS AND SHEPARD TRUCKING, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WATKINS AND SHEPARD TRUCKING, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2016: WATKINS AND SHEPARD TRUCKING, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,078
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,037
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 58
Total of all active and inactive participants 2016-01-01 1,095
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1,095
Number of participants with account balances 2016-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WATKINS AND SHEPARD TRUCKING, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 995
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 973
Number of other retired or separated participants entitled to future benefits 2015-01-01 104
Total of all active and inactive participants 2015-01-01 1,077
Total participants 2015-01-01 1,077
Number of participants with account balances 2015-01-01 288
2014: WATKINS AND SHEPARD TRUCKING, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 977
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 893
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 102
Total of all active and inactive participants 2014-01-01 995
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 995
Number of participants with account balances 2014-01-01 284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WATKINS AND SHEPARD TRUCKING, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,014
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 858
Number of retired or separated participants receiving benefits 2013-01-01 6
Number of other retired or separated participants entitled to future benefits 2013-01-01 110
Total of all active and inactive participants 2013-01-01 974
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 974
Number of participants with account balances 2013-01-01 298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WATKINS AND SHEPARD TRUCKING, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 952
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 903
Number of retired or separated participants receiving benefits 2012-01-01 6
Number of other retired or separated participants entitled to future benefits 2012-01-01 104
Total of all active and inactive participants 2012-01-01 1,013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 1,014
Number of participants with account balances 2012-01-01 314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WATKINS AND SHEPARD TRUCKING, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 940
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 847
Number of retired or separated participants receiving benefits 2011-01-01 5
Number of other retired or separated participants entitled to future benefits 2011-01-01 100
Total of all active and inactive participants 2011-01-01 952
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 952
Number of participants with account balances 2011-01-01 326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: WATKINS AND SHEPARD TRUCKING, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 861
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 750
Number of retired or separated participants receiving benefits 2009-01-01 3
Number of other retired or separated participants entitled to future benefits 2009-01-01 118
Total of all active and inactive participants 2009-01-01 871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 872
Number of participants with account balances 2009-01-01 388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: WATKINS AND SHEPARD TRUCKING, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,078
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,037
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	58
Total of all active and inactive participants	2016-01-01	1,095
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1,095
Number of participants with account balances	2016-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WATKINS AND SHEPARD TRUCKING, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	995
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	973
Number of other retired or separated participants entitled to future benefits	2015-01-01	104
Total of all active and inactive participants	2015-01-01	1,077
Total participants	2015-01-01	1,077
Number of participants with account balances	2015-01-01	288
2014: WATKINS AND SHEPARD TRUCKING, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	977
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	893
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	102
Total of all active and inactive participants	2014-01-01	995
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	995
Number of participants with account balances	2014-01-01	284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WATKINS AND SHEPARD TRUCKING, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,014
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	858
Number of retired or separated participants receiving benefits	2013-01-01	6
Number of other retired or separated participants entitled to future benefits	2013-01-01	110
Total of all active and inactive participants	2013-01-01	974
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	974
Number of participants with account balances	2013-01-01	298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WATKINS AND SHEPARD TRUCKING, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	952
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	903
Number of retired or separated participants receiving benefits	2012-01-01	6
Number of other retired or separated participants entitled to future benefits	2012-01-01	104
Total of all active and inactive participants	2012-01-01	1,013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	1,014
Number of participants with account balances	2012-01-01	314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WATKINS AND SHEPARD TRUCKING, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	940
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	847
Number of retired or separated participants receiving benefits	2011-01-01	5
Number of other retired or separated participants entitled to future benefits	2011-01-01	100
Total of all active and inactive participants	2011-01-01	952
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	952
Number of participants with account balances	2011-01-01	326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: WATKINS AND SHEPARD TRUCKING, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	861
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	750
Number of retired or separated participants receiving benefits	2009-01-01	3
Number of other retired or separated participants entitled to future benefits	2009-01-01	118
Total of all active and inactive participants	2009-01-01	871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	872
Number of participants with account balances	2009-01-01	388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WATKINS AND SHEPARD TRUCKING, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2016 : WATKINS AND SHEPARD TRUCKING, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$896,864
Total of all expenses incurred	2016-12-31	$11,564,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$11,475,244
Expenses. Certain deemed distributions of participant loans	2016-12-31	$32,810
Value of total corrective distributions	2016-12-31	$29,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$344,145
Value of total assets at end of year	2016-12-31	$1,205,829
Value of total assets at beginning of year	2016-12-31	$11,873,029
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$26,963
Total interest from all sources	2016-12-31	$9,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$330,133
Participant contributions at end of year	2016-12-31	$5,440
Participant contributions at beginning of year	2016-12-31	$369,233
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$14,012
Other income not declared elsewhere	2016-12-31	$22,545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-10,667,200
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,205,829
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$11,873,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$974,619
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$8,899,288
Interest on participant loans	2016-12-31	$9,576
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$225,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$2,604,508
Net investment gain/loss from pooled separate accounts	2016-12-31	$520,598
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$11,475,244
Contract administrator fees	2016-12-31	$26,963
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2016-12-31	450250958
2015 : WATKINS AND SHEPARD TRUCKING, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$693,723
Total of all expenses incurred	2015-12-31	$985,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$944,078
Value of total corrective distributions	2015-12-31	$15,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$747,938
Value of total assets at end of year	2015-12-31	$11,873,029
Value of total assets at beginning of year	2015-12-31	$12,164,882
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$26,025
Total interest from all sources	2015-12-31	$14,795
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$717,651
Participant contributions at end of year	2015-12-31	$369,233
Participant contributions at beginning of year	2015-12-31	$408,573
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$30,287
Other income not declared elsewhere	2015-12-31	$28,919
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-291,853
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$11,873,029
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$12,164,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$8,899,288
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$9,827,273
Interest on participant loans	2015-12-31	$14,795
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$2,604,508
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,929,036
Net investment gain/loss from pooled separate accounts	2015-12-31	$-97,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$944,078
Contract administrator fees	2015-12-31	$26,025
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2015-12-31	450250958
2014 : WATKINS AND SHEPARD TRUCKING, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$1,383,601
Total of all expenses incurred	2014-12-31	$1,091,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,058,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$721,875
Value of total assets at end of year	2014-12-31	$12,164,882
Value of total assets at beginning of year	2014-12-31	$11,872,696
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$32,683
Total interest from all sources	2014-12-31	$14,603
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$91,610
Participant contributions at end of year	2014-12-31	$408,573
Participant contributions at beginning of year	2014-12-31	$339,798
Participant contributions at beginning of year	2014-12-31	$18,656
Other income not declared elsewhere	2014-12-31	$27,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$292,186
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$12,164,882
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$11,872,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$9,827,273
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$9,386,472
Interest on participant loans	2014-12-31	$14,603
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,929,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$2,127,770
Net investment gain/loss from pooled separate accounts	2014-12-31	$619,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$630,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,058,732
Contract administrator fees	2014-12-31	$32,683
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	EIDE BAILEY LLP
Accountancy firm EIN	2014-12-31	450250958
2013 : WATKINS AND SHEPARD TRUCKING, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$7,860
Total income from all sources (including contributions)	2013-12-31	$2,659,065
Total of all expenses incurred	2013-12-31	$1,591,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,561,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$639,212
Value of total assets at end of year	2013-12-31	$11,872,696
Value of total assets at beginning of year	2013-12-31	$10,813,035
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$30,504
Total interest from all sources	2013-12-31	$19,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$625,855
Participant contributions at end of year	2013-12-31	$339,798
Participant contributions at beginning of year	2013-12-31	$492,391
Participant contributions at end of year	2013-12-31	$18,656
Participant contributions at beginning of year	2013-12-31	$28,669
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$13,357
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$7,860
Other income not declared elsewhere	2013-12-31	$32,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,067,521
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$11,872,696
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$10,805,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$9,386,472
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$7,827,505
Interest on participant loans	2013-12-31	$19,421
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$2,127,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$2,464,470
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,967,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,561,040
Contract administrator fees	2013-12-31	$30,504
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2013-12-31	450250958
2012 : WATKINS AND SHEPARD TRUCKING, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$7,860
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	$1,695,706
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,304,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,275,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$599,744
Value of total assets at end of year	2012-12-31	$10,813,035
Value of total assets at beginning of year	2012-12-31	$10,413,544
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$29,040
Total interest from all sources	2012-12-31	$21,100
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$599,744
Participant contributions at end of year	2012-12-31	$492,391
Participant contributions at beginning of year	2012-12-31	$613,950
Participant contributions at end of year	2012-12-31	$28,669
Participant contributions at beginning of year	2012-12-31	$18,207
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$7,860
Other income not declared elsewhere	2012-12-31	$43,635
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$391,631
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$10,805,175
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$10,413,544
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$7,827,505
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$6,983,266
Interest on participant loans	2012-12-31	$21,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$2,464,470
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$2,798,121
Net investment gain/loss from pooled separate accounts	2012-12-31	$1,031,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,275,035
Contract administrator fees	2012-12-31	$29,040
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2012-12-31	450250958
2011 : WATKINS AND SHEPARD TRUCKING, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$385,658
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$812,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$782,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$633,753
Value of total assets at end of year	2011-12-31	$10,413,544
Value of total assets at beginning of year	2011-12-31	$10,840,254
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$29,383
Total interest from all sources	2011-12-31	$30,025
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$627,924
Participant contributions at end of year	2011-12-31	$613,950
Participant contributions at beginning of year	2011-12-31	$683,736
Participant contributions at end of year	2011-12-31	$18,207
Participant contributions at beginning of year	2011-12-31	$26,662
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$5,829
Other income not declared elsewhere	2011-12-31	$68,671
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-426,710
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$10,413,544
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$10,840,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$6,983,266
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$7,581,184
Interest on participant loans	2011-12-31	$30,025
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$2,798,121
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$2,548,672
Net investment gain/loss from pooled separate accounts	2011-12-31	$-346,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$782,985
Contract administrator fees	2011-12-31	$29,383
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	ANDESON ZURMUEHLEN & CO., P.C.
Accountancy firm EIN	2011-12-31	810385940
2010 : WATKINS AND SHEPARD TRUCKING, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,907,873
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,133,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,105,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$777,489
Value of total assets at end of year	2010-12-31	$10,840,254
Value of total assets at beginning of year	2010-12-31	$10,066,107
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$28,389
Total interest from all sources	2010-12-31	$33,734
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$695,029
Participant contributions at end of year	2010-12-31	$683,736
Participant contributions at beginning of year	2010-12-31	$577,657
Participant contributions at end of year	2010-12-31	$26,662
Participant contributions at beginning of year	2010-12-31	$12,195
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$82,460
Other income not declared elsewhere	2010-12-31	$68,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$774,147
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$10,840,254
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$10,066,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$7,581,184
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$7,134,475
Interest on participant loans	2010-12-31	$33,734
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$2,548,672
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$2,341,780
Net investment gain/loss from pooled separate accounts	2010-12-31	$1,027,823
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,105,337
Contract administrator fees	2010-12-31	$28,389
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	ANDERSON ZURMUEHLEN & CO. P.C.
Accountancy firm EIN	2010-12-31	810385940
2009 : WATKINS AND SHEPARD TRUCKING, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for WATKINS AND SHEPARD TRUCKING, INC. 401(K) PROFIT SHARING PLAN

2016: WATKINS AND SHEPARD TRUCKING, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WATKINS AND SHEPARD TRUCKING, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WATKINS AND SHEPARD TRUCKING, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WATKINS AND SHEPARD TRUCKING, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WATKINS AND SHEPARD TRUCKING, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WATKINS AND SHEPARD TRUCKING, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: WATKINS AND SHEPARD TRUCKING, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

WATKINS AND COMPANY CPAS 401K PLAN [EIN = 640855561]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	WATKINS & SHEPARD TRUCKING, INC.
Employer identification number (EIN):	810446669
NAIC Classification:	484120
NAIC Description:	General Freight Trucking, Long-Distance