UTAH TRUCKING ASSOCIATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UTAH TRUCKING ASSOCIATION 401(K) PLAN
Measure | Date | Value |
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2021 : UTAH TRUCKING ASSOCIATION 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $24,840,812 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,002 |
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 | $5,645,676 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,535,596 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,483,170 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,066,359 |
Value of total assets at end of year | 2021-12-31 | $100,622 |
Value of total assets at beginning of year | 2021-12-31 | $21,830,352 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $52,426 |
Total interest from all sources | 2021-12-31 | $16,416 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,182,718 |
Participant contributions at end of year | 2021-12-31 | $673 |
Participant contributions at beginning of year | 2021-12-31 | $473,539 |
Participant contributions at beginning of year | 2021-12-31 | $46,539 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $111,744 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $1,002 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $3,110,080 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $99,620 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $21,830,352 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $99,949 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $20,324,137 |
Interest on participant loans | 2021-12-31 | $16,416 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $964,744 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,562,901 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $771,897 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $21,393 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,483,170 |
Contract administrator fees | 2021-12-31 | $52,426 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | WSRP, LLC |
Accountancy firm EIN | 2021-12-31 | 870517754 |
2020 : UTAH TRUCKING ASSOCIATION 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $5,961 |
Total income from all sources (including contributions) | 2020-12-31 | $5,783,360 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,787,938 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,708,320 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,216,307 |
Value of total assets at end of year | 2020-12-31 | $21,830,352 |
Value of total assets at beginning of year | 2020-12-31 | $18,840,891 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $79,618 |
Total interest from all sources | 2020-12-31 | $21,326 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $2,337,136 |
Participant contributions at end of year | 2020-12-31 | $473,539 |
Participant contributions at beginning of year | 2020-12-31 | $370,049 |
Participant contributions at end of year | 2020-12-31 | $46,539 |
Participant contributions at beginning of year | 2020-12-31 | $17,773 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $25,051 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $5,961 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,995,422 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $21,830,352 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $18,834,930 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $20,324,137 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $17,476,541 |
Interest on participant loans | 2020-12-31 | $21,326 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $964,744 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $970,848 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,545,727 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $854,120 |
Employer contributions (assets) at end of year | 2020-12-31 | $21,393 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $5,680 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,708,320 |
Contract administrator fees | 2020-12-31 | $79,618 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | WSRP, LLC |
Accountancy firm EIN | 2020-12-31 | 870517754 |
2019 : UTAH TRUCKING ASSOCIATION 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $921,980 |
Total transfer of assets to this plan | 2019-12-31 | $921,980 |
Total transfer of assets from this plan | 2019-12-31 | $6,448,823 |
Total transfer of assets from this plan | 2019-12-31 | $6,448,823 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $5,961 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $5,961 |
Total liabilities at beginning 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 | $7,621,588 |
Total income from all sources (including contributions) | 2019-12-31 | $7,621,588 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,803,312 |
Total of all expenses incurred | 2019-12-31 | $2,803,312 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,699,753 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,699,753 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,910,802 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,910,802 |
Value of total assets at end of year | 2019-12-31 | $18,840,891 |
Value of total assets at end of year | 2019-12-31 | $18,840,891 |
Value of total assets at beginning of year | 2019-12-31 | $19,543,497 |
Value of total assets at beginning of year | 2019-12-31 | $19,543,497 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $103,559 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $103,559 |
Total interest from all sources | 2019-12-31 | $18,237 |
Total interest from all sources | 2019-12-31 | $18,237 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $103,559 |
Administrative expenses professional fees incurred | 2019-12-31 | $103,559 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $2,388,556 |
Contributions received from participants | 2019-12-31 | $2,388,556 |
Participant contributions at end of year | 2019-12-31 | $370,049 |
Participant contributions at end of year | 2019-12-31 | $370,049 |
Participant contributions at beginning of year | 2019-12-31 | $388,099 |
Participant contributions at beginning of year | 2019-12-31 | $388,099 |
Participant contributions at end of year | 2019-12-31 | $17,773 |
Participant contributions at end of year | 2019-12-31 | $17,773 |
Participant contributions at beginning of year | 2019-12-31 | $108 |
Participant contributions at beginning of year | 2019-12-31 | $108 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $635,225 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $635,225 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $5,961 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $5,961 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $4,818,276 |
Value of net income/loss | 2019-12-31 | $4,818,276 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $18,834,930 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $18,834,930 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $19,543,497 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $19,543,497 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $17,476,541 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $17,476,541 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $19,129,815 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $19,129,815 |
Interest on participant loans | 2019-12-31 | $18,237 |
Interest on participant loans | 2019-12-31 | $18,237 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $970,848 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $970,848 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,692,549 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,692,549 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $887,021 |
Contributions received in cash from employer | 2019-12-31 | $887,021 |
Employer contributions (assets) at end of year | 2019-12-31 | $5,680 |
Employer contributions (assets) at end of year | 2019-12-31 | $5,680 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $25,475 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $25,475 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,699,753 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,699,753 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | WSRP,LLC |
Accountancy firm name | 2019-12-31 | WSRP,LLC |
Accountancy firm EIN | 2019-12-31 | 870517754 |
Accountancy firm EIN | 2019-12-31 | 870517754 |
2018 : UTAH TRUCKING ASSOCIATION 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $1,647,380 |
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 | $2,158,441 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $2,574,826 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,485,802 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,444,852 |
Value of total assets at end of year | 2018-12-31 | $19,543,497 |
Value of total assets at beginning of year | 2018-12-31 | $21,607,262 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $89,024 |
Total interest from all sources | 2018-12-31 | $18,290 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $2,394,109 |
Participant contributions at end of year | 2018-12-31 | $388,099 |
Participant contributions at beginning of year | 2018-12-31 | $418,939 |
Participant contributions at end of year | 2018-12-31 | $108 |
Participant contributions at beginning of year | 2018-12-31 | $61,626 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $1,053,892 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $76,286 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-416,385 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $19,543,497 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $21,607,262 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $19,129,815 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $19,819,953 |
Interest on participant loans | 2018-12-31 | $18,290 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-1,304,701 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $974,457 |
Employer contributions (assets) at end of year | 2018-12-31 | $25,475 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $252,852 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,485,802 |
Contract administrator fees | 2018-12-31 | $89,024 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | WSRP, LLC |
Accountancy firm EIN | 2018-12-31 | 870517754 |
2017 : UTAH TRUCKING ASSOCIATION 401(K) PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $5,750,584 |
Total transfer of assets from this plan | 2017-12-31 | $92,259 |
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 | $4,937,707 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,625,869 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,512,496 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,910,708 |
Value of total assets at end of year | 2017-12-31 | $21,607,262 |
Value of total assets at beginning of year | 2017-12-31 | $12,637,099 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $113,373 |
Total interest from all sources | 2017-12-31 | $12,835 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,751,406 |
Participant contributions at end of year | 2017-12-31 | $418,939 |
Participant contributions at beginning of year | 2017-12-31 | $296,745 |
Participant contributions at end of year | 2017-12-31 | $61,626 |
Participant contributions at beginning of year | 2017-12-31 | $23,766 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $1,053,892 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $1,121,478 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $224,563 |
Administrative expenses (other) incurred | 2017-12-31 | $24,816 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Income. Non cash contributions | 2017-12-31 | $3,060 |
Value of net income/loss | 2017-12-31 | $3,311,838 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $21,607,262 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $12,637,099 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $19,819,953 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $11,193,209 |
Interest on participant loans | 2017-12-31 | $12,835 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $2,014,164 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $931,679 |
Employer contributions (assets) at end of year | 2017-12-31 | $252,852 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,901 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,512,496 |
Contract administrator fees | 2017-12-31 | $88,557 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | WSRP, LLC |
Accountancy firm EIN | 2017-12-31 | 870517754 |
2016 : UTAH TRUCKING ASSOCIATION 401(K) PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $3,183,459 |
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 | $2,892,215 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,051,599 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $940,238 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $35,237 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,252,686 |
Value of total assets at end of year | 2016-12-31 | $12,637,099 |
Value of total assets at beginning of year | 2016-12-31 | $7,613,024 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $76,124 |
Total interest from all sources | 2016-12-31 | $9,084 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,363,869 |
Participant contributions at end of year | 2016-12-31 | $296,745 |
Participant contributions at beginning of year | 2016-12-31 | $215,606 |
Participant contributions at end of year | 2016-12-31 | $23,766 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $1,121,478 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $978,107 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $392,403 |
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 | $1,840,616 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $12,637,099 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $7,613,024 |
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 | $11,193,209 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $6,419,311 |
Interest on participant loans | 2016-12-31 | $9,084 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $630,445 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $496,414 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,901 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $940,238 |
Contract administrator fees | 2016-12-31 | $76,124 |
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 | WSRP, LLC |
Accountancy firm EIN | 2016-12-31 | 870517754 |
2015 : UTAH TRUCKING ASSOCIATION 401(K) PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $5,519,325 |
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 | $1,474,403 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $696,946 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $627,029 |
Value of total corrective distributions | 2015-12-31 | $9,442 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,450,408 |
Value of total assets at end of year | 2015-12-31 | $7,613,024 |
Value of total assets at beginning of year | 2015-12-31 | $1,316,242 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $60,475 |
Total interest from all sources | 2015-12-31 | $7,026 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,130,040 |
Participant contributions at end of year | 2015-12-31 | $215,606 |
Participant contributions at beginning of year | 2015-12-31 | $83,565 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $978,107 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $10,870 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $11,654 |
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 | $777,457 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $7,613,024 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,316,242 |
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 | $6,419,311 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $1,221,807 |
Interest on participant loans | 2015-12-31 | $7,026 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $16,969 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $308,714 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $627,029 |
Contract administrator fees | 2015-12-31 | $60,475 |
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 | WSRP, LLC |
Accountancy firm EIN | 2015-12-31 | 870517754 |