U-HAUL HOLDING COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN
Measure | Date | Value |
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2022 : U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2022 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2022-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $5,229,641 |
Total transfer of assets from this plan | 2022-12-31 | $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 |
Expenses. Interest paid | 2022-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-35,796,654 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $52,153,880 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $50,880,183 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $129,241 |
Value of total corrective distributions | 2022-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $47,368,170 |
Value of total assets at end of year | 2022-12-31 | $432,718,369 |
Value of total assets at beginning of year | 2022-12-31 | $515,439,262 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,144,456 |
Total income from rents | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $826,761 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $9,292,827 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $9,292,827 |
Assets. Real estate other than employer real property at end of year | 2022-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2022-12-31 | $0 |
Administrative expenses professional fees incurred | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $45,713,351 |
Participant contributions at end of year | 2022-12-31 | $15,113,883 |
Participant contributions at beginning of year | 2022-12-31 | $14,101,242 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,654,819 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
Other income not declared elsewhere | 2022-12-31 | $0 |
Administrative expenses (other) incurred | 2022-12-31 | $1,144,456 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $0 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Income. Non cash contributions | 2022-12-31 | $0 |
Value of net income/loss | 2022-12-31 | $-87,950,534 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $432,718,369 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $515,439,262 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $0 |
Investment advisory and management fees | 2022-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $399,968,470 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $487,893,144 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $0 |
Interest on participant loans | 2022-12-31 | $824,346 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Interest earned on other investments | 2022-12-31 | $0 |
Income. Interest from US Government securities | 2022-12-31 | $0 |
Income. Interest from corporate debt instruments | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $17,469,055 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $12,988,638 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $166,961 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $456,238 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $456,238 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $2,415 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
Asset value of US Government securities at end of year | 2022-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-92,119,571 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-1,164,841 |
Net gain/loss from 103.12 investment entities | 2022-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $0 |
Assets. Value of employer real property at end of year | 2022-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2022-12-31 | $0 |
Contributions received in cash from employer | 2022-12-31 | $0 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Income. Dividends from preferred stock | 2022-12-31 | $0 |
Income. Dividends from common stock | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $50,880,183 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $0 |
Contract administrator fees | 2022-12-31 | $0 |
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 | 2022-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-12-31 | $0 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2022-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2022-12-31 | 431947695 |
2021 : U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2021 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2021-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $45,871,585 |
Total transfer of assets from this plan | 2021-12-31 | $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 |
Expenses. Interest paid | 2021-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $95,532,702 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $80,468,076 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $79,317,645 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $256,037 |
Value of total corrective distributions | 2021-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $41,059,243 |
Value of total assets at end of year | 2021-12-31 | $515,439,262 |
Value of total assets at beginning of year | 2021-12-31 | $454,503,051 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $894,394 |
Total income from rents | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $855,894 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $10,706,946 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $10,706,946 |
Assets. Real estate other than employer real property at end of year | 2021-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2021-12-31 | $0 |
Administrative expenses professional fees incurred | 2021-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2021-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
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 | $39,926,897 |
Participant contributions at end of year | 2021-12-31 | $14,101,242 |
Participant contributions at beginning of year | 2021-12-31 | $14,038,882 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,132,346 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2021-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $0 |
Other income not declared elsewhere | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $894,394 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $0 |
Total non interest bearing cash at end of year | 2021-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Income. Non cash contributions | 2021-12-31 | $0 |
Value of net income/loss | 2021-12-31 | $15,064,626 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $515,439,262 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $454,503,051 |
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 |
Assets. partnership/joint venture interests at end of year | 2021-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $0 |
Investment advisory and management fees | 2021-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $487,893,144 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $427,556,717 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $0 |
Interest on participant loans | 2021-12-31 | $855,822 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Interest earned on other investments | 2021-12-31 | $0 |
Income. Interest from US Government securities | 2021-12-31 | $0 |
Income. Interest from corporate debt instruments | 2021-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $12,988,638 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $12,341,418 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $456,238 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $566,034 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $566,034 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $72 |
Assets. Value of investments in 103.12 investment entities at end of year | 2021-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-12-31 | $0 |
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 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $0 |
Asset value of US Government securities at end of year | 2021-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $43,071,835 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $-161,216 |
Net gain/loss from 103.12 investment entities | 2021-12-31 | $0 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $0 |
Assets. Value of employer real property at end of year | 2021-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2021-12-31 | $0 |
Contributions received in cash from employer | 2021-12-31 | $0 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Income. Dividends from preferred stock | 2021-12-31 | $0 |
Income. Dividends from common stock | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $79,317,645 |
Asset. Corporate debt instrument preferred debt at end of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $0 |
Contract administrator fees | 2021-12-31 | $0 |
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 | 2021-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2021-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2021-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2021-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2021-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2021-12-31 | 135381590 |
2020 : U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2020 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2020-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $10,239,490 |
Total transfer of assets from this plan | 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 | $0 |
Expenses. Interest paid | 2020-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $89,163,621 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $59,196,048 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $58,238,751 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $240,507 |
Value of total corrective distributions | 2020-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $34,801,089 |
Value of total assets at end of year | 2020-12-31 | $454,503,051 |
Value of total assets at beginning of year | 2020-12-31 | $414,295,988 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $716,790 |
Total income from rents | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $987,964 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $9,596,222 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $9,596,222 |
Assets. Real estate other than employer real property at end of year | 2020-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2020-12-31 | $0 |
Administrative expenses professional fees incurred | 2020-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2020-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2020-12-31 | $0 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
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 | $33,308,042 |
Participant contributions at end of year | 2020-12-31 | $14,038,882 |
Participant contributions at beginning of year | 2020-12-31 | $15,122,095 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $11,392 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,493,047 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $98,147 |
Assets. Loans (other than to participants) at end of year | 2020-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $716,790 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $0 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Income. Non cash contributions | 2020-12-31 | $0 |
Value of net income/loss | 2020-12-31 | $29,967,573 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $454,503,051 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $414,295,988 |
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 |
Assets. partnership/joint venture interests at end of year | 2020-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $0 |
Investment advisory and management fees | 2020-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $427,556,717 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $393,770,765 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $0 |
Interest on participant loans | 2020-12-31 | $986,597 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Interest earned on other investments | 2020-12-31 | $0 |
Income. Interest from US Government securities | 2020-12-31 | $0 |
Income. Interest from corporate debt instruments | 2020-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $12,341,418 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $5,146,191 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $566,034 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $64,773 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $64,773 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $1,367 |
Assets. Value of investments in 103.12 investment entities at end of year | 2020-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Asset value of US Government securities at end of year | 2020-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $43,269,689 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $508,657 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $0 |
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 |
Assets. Invements in employer securities at end of year | 2020-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $0 |
Assets. Value of employer real property at end of year | 2020-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2020-12-31 | $0 |
Contributions received in cash from employer | 2020-12-31 | $0 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $82,625 |
Income. Dividends from preferred stock | 2020-12-31 | $0 |
Income. Dividends from common stock | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $58,238,751 |
Asset. Corporate debt instrument preferred debt at end of year | 2020-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2020-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $0 |
Contract administrator fees | 2020-12-31 | $0 |
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 | 2020-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2020-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2020-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2020-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2020-12-31 | 135381590 |
2019 : U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2019 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2019-12-31 | $0 |
Unrealized appreciation/depreciation of real estate assets | 2019-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $0 |
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 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at 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 | $3,137,338 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $3,137,338 |
Expenses. Interest paid | 2019-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-12-31 | $0 |
Expenses. Interest paid | 2019-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $115,784,802 |
Total income from all sources (including contributions) | 2019-12-31 | $115,784,802 |
Total loss/gain on sale of assets | 2019-12-31 | $2,192,860 |
Total loss/gain on sale of assets | 2019-12-31 | $2,192,860 |
Total of all expenses incurred | 2019-12-31 | $53,375,693 |
Total of all expenses incurred | 2019-12-31 | $53,375,693 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $51,856,690 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $51,856,690 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $1,225,762 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $1,225,762 |
Value of total corrective distributions | 2019-12-31 | $0 |
Value of total corrective distributions | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $47,051,685 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $47,051,685 |
Value of total assets at end of year | 2019-12-31 | $414,295,988 |
Value of total assets at end of year | 2019-12-31 | $414,295,988 |
Value of total assets at beginning of year | 2019-12-31 | $355,024,217 |
Value of total assets at beginning of year | 2019-12-31 | $355,024,217 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $293,241 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $293,241 |
Total income from rents | 2019-12-31 | $0 |
Total income from rents | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $2,825,282 |
Total interest from all sources | 2019-12-31 | $2,825,282 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $3,299,689 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $3,299,689 |
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 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $3,299,689 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $3,299,689 |
Assets. Real estate other than employer real property at end of year | 2019-12-31 | $0 |
Assets. Real estate other than employer real property at end of year | 2019-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2019-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2019-12-31 | $0 |
Administrative expenses professional fees incurred | 2019-12-31 | $0 |
Administrative expenses professional fees incurred | 2019-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2019-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2019-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2019-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2019-12-31 | $0 |
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 | $5,000,000 |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
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 | $45,144,303 |
Contributions received from participants | 2019-12-31 | $45,144,303 |
Participant contributions at end of year | 2019-12-31 | $15,122,095 |
Participant contributions at end of year | 2019-12-31 | $15,122,095 |
Participant contributions at beginning of year | 2019-12-31 | $12,746,080 |
Participant contributions at beginning of year | 2019-12-31 | $12,746,080 |
Participant contributions at end of year | 2019-12-31 | $11,392 |
Participant contributions at end of year | 2019-12-31 | $11,392 |
Participant contributions at beginning of year | 2019-12-31 | $16,589 |
Participant contributions at beginning of year | 2019-12-31 | $16,589 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,824,757 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,824,757 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $98,147 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $98,147 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $327,693 |
Assets. Loans (other than to participants) at end of year | 2019-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2019-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2019-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Other income not declared elsewhere | 2019-12-31 | $0 |
Other income not declared elsewhere | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $293,241 |
Administrative expenses (other) incurred | 2019-12-31 | $293,241 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $2,609 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $2,609 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 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 |
Income. Non cash contributions | 2019-12-31 | $0 |
Income. Non cash contributions | 2019-12-31 | $0 |
Value of net income/loss | 2019-12-31 | $62,409,109 |
Value of net income/loss | 2019-12-31 | $62,409,109 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $414,295,988 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $414,295,988 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $351,886,879 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $351,886,879 |
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 |
Assets. partnership/joint venture interests at end of year | 2019-12-31 | $0 |
Assets. partnership/joint venture interests at end of year | 2019-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $0 |
Investment advisory and management fees | 2019-12-31 | $0 |
Investment advisory and management fees | 2019-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $393,770,765 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $393,770,765 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $240,394,690 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $240,394,690 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $0 |
Interest on participant loans | 2019-12-31 | $860,266 |
Interest on participant loans | 2019-12-31 | $860,266 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Interest earned on other investments | 2019-12-31 | $115,579 |
Interest earned on other investments | 2019-12-31 | $115,579 |
Income. Interest from US Government securities | 2019-12-31 | $320,295 |
Income. Interest from US Government securities | 2019-12-31 | $320,295 |
Income. Interest from corporate debt instruments | 2019-12-31 | $336,066 |
Income. Interest from corporate debt instruments | 2019-12-31 | $336,066 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $5,146,191 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $5,146,191 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $64,773 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $64,773 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $62,096,330 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $62,096,330 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $1,193,076 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $1,193,076 |
Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $7,152,547 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $7,152,547 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $1,194 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $1,194 |
Asset value of US Government securities at end of year | 2019-12-31 | $0 |
Asset value of US Government securities at end of year | 2019-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $14,705,330 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $60,316,426 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $60,316,426 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2019-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2019-12-31 | $0 |
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 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
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 |
Assets. Invements in employer securities at end of year | 2019-12-31 | $0 |
Assets. Invements in employer securities at end of year | 2019-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $0 |
Assets. Value of employer real property at end of year | 2019-12-31 | $0 |
Assets. Value of employer real property at end of year | 2019-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2019-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2019-12-31 | $0 |
Contributions received in cash from employer | 2019-12-31 | $82,625 |
Contributions received in cash from employer | 2019-12-31 | $82,625 |
Employer contributions (assets) at end of year | 2019-12-31 | $82,625 |
Employer contributions (assets) at end of year | 2019-12-31 | $82,625 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Income. Dividends from preferred stock | 2019-12-31 | $0 |
Income. Dividends from preferred stock | 2019-12-31 | $0 |
Income. Dividends from common stock | 2019-12-31 | $0 |
Income. Dividends from common stock | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $51,855,496 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $51,855,496 |
Asset. Corporate debt instrument preferred debt at end of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at end of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2019-12-31 | $17,116,987 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $467,971 |
Contract administrator fees | 2019-12-31 | $0 |
Contract administrator fees | 2019-12-31 | $0 |
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 | 2019-12-31 | Yes |
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 | 2019-12-31 | Yes |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $3,134,729 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $3,134,729 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2019-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2019-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2019-12-31 | $564,893,506 |
Aggregate proceeds on sale of assets | 2019-12-31 | $564,893,506 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $562,700,646 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $562,700,646 |
Liabilities. Value of acquisition indebtedness at end of year | 2019-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2019-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $0 |
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 | BDO USA, LLP |
Accountancy firm name | 2019-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2019-12-31 | 135381590 |
Accountancy firm EIN | 2019-12-31 | 135381590 |
2018 : U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2018 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-614,304 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-614,304 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $3,137,338 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $2,562,580 |
Total income from all sources (including contributions) | 2018-12-31 | $31,189,573 |
Total loss/gain on sale of assets | 2018-12-31 | $-365,117 |
Total of all expenses incurred | 2018-12-31 | $36,110,756 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $34,973,081 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $1,137,675 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $42,030,969 |
Value of total assets at end of year | 2018-12-31 | $355,024,217 |
Value of total assets at beginning of year | 2018-12-31 | $359,370,642 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $3,050,060 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $5,767,826 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $5,767,826 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
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 | $41,604,041 |
Participant contributions at end of year | 2018-12-31 | $12,746,080 |
Participant contributions at beginning of year | 2018-12-31 | $12,514,255 |
Participant contributions at end of year | 2018-12-31 | $16,589 |
Participant contributions at beginning of year | 2018-12-31 | $31,903 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $426,928 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $327,693 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $265,871 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $2,609 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $1,530 |
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 | $-4,921,183 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $351,886,879 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $356,808,062 |
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 registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $240,394,690 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $246,735,725 |
Interest on participant loans | 2018-12-31 | $697,505 |
Interest earned on other investments | 2018-12-31 | $45,854 |
Income. Interest from US Government securities | 2018-12-31 | $492,762 |
Income. Interest from corporate debt instruments | 2018-12-31 | $550,678 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $62,096,330 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $58,893,336 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $58,893,336 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $1,263,261 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $7,152,547 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $6,972,979 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $16,592 |
Asset value of US Government securities at end of year | 2018-12-31 | $14,705,330 |
Asset value of US Government securities at beginning of year | 2018-12-31 | $16,113,146 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-18,679,861 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $34,956,489 |
Asset. Corporate debt instrument preferred debt at end of year | 2018-12-31 | $17,116,987 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2018-12-31 | $16,312,855 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $467,971 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $1,530,572 |
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 | 2018-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $3,134,729 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $2,561,050 |
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 |
Aggregate proceeds on sale of assets | 2018-12-31 | $166,072,806 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $166,437,923 |
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 | BDO USA, LLP |
Accountancy firm EIN | 2018-12-31 | 135381590 |
2017 : U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2017 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $168,041 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $168,041 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $2,562,580 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $1,069,607 |
Total income from all sources (including contributions) | 2017-12-31 | $77,574,433 |
Total loss/gain on sale of assets | 2017-12-31 | $-111,065 |
Total of all expenses incurred | 2017-12-31 | $29,848,311 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $28,835,786 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $1,012,525 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $40,413,874 |
Value of total assets at end of year | 2017-12-31 | $359,370,642 |
Value of total assets at beginning of year | 2017-12-31 | $310,151,547 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $2,414,525 |
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 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $40,024,813 |
Participant contributions at end of year | 2017-12-31 | $12,514,255 |
Participant contributions at beginning of year | 2017-12-31 | $11,345,687 |
Participant contributions at end of year | 2017-12-31 | $31,903 |
Participant contributions at beginning of year | 2017-12-31 | $2,498 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $389,061 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $265,871 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $250,503 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $1,530 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $1,659 |
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 |
Value of net income/loss | 2017-12-31 | $47,726,122 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $356,808,062 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $309,081,940 |
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 registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $246,735,725 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $204,313,806 |
Interest on participant loans | 2017-12-31 | $562,252 |
Interest earned on other investments | 2017-12-31 | $104,119 |
Income. Interest from US Government securities | 2017-12-31 | $481,535 |
Income. Interest from corporate debt instruments | 2017-12-31 | $517,383 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $58,893,336 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $52,792,501 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $52,792,501 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $749,236 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $6,972,979 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $6,802,889 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $19,047 |
Asset value of US Government securities at end of year | 2017-12-31 | $16,113,146 |
Asset value of US Government securities at beginning of year | 2017-12-31 | $17,044,613 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $34,689,058 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $28,816,739 |
Asset. Corporate debt instrument preferred debt at end of year | 2017-12-31 | $16,312,855 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2017-12-31 | $16,162,057 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $1,530,572 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $1,436,993 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $2,561,050 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $1,067,948 |
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 |
Aggregate proceeds on sale of assets | 2017-12-31 | $39,776,281 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $39,887,346 |
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 | BDO USA, LLP |
Accountancy firm EIN | 2017-12-31 | 135381590 |
2016 : U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2016 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $-533,783 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $-533,783 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $1,069,605 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $1,778,865 |
Total income from all sources (including contributions) | 2016-12-31 | $57,105,568 |
Total loss/gain on sale of assets | 2016-12-31 | $215,835 |
Total of all expenses incurred | 2016-12-31 | $25,250,611 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $24,496,393 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $754,218 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $34,439,896 |
Value of total assets at end of year | 2016-12-31 | $310,151,547 |
Value of total assets at beginning of year | 2016-12-31 | $279,005,850 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $1,993,491 |
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 | $5,000,000 |
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 | $33,822,033 |
Participant contributions at end of year | 2016-12-31 | $11,345,687 |
Participant contributions at beginning of year | 2016-12-31 | $10,922,752 |
Participant contributions at end of year | 2016-12-31 | $2,498 |
Participant contributions at beginning of year | 2016-12-31 | $118,921 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $617,863 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $250,503 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $228,140 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $1,659 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $1,873 |
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 | $31,854,957 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $309,081,942 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $277,226,985 |
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 registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $204,313,806 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $179,856,153 |
Interest on participant loans | 2016-12-31 | $538,137 |
Interest earned on other investments | 2016-12-31 | $116,323 |
Income. Interest from US Government securities | 2016-12-31 | $528,558 |
Income. Interest from corporate debt instruments | 2016-12-31 | $498,241 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $52,792,501 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $48,723,480 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $48,723,480 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $312,232 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $6,802,889 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $6,633,747 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $22,724 |
Asset value of US Government securities at end of year | 2016-12-31 | $17,044,613 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $15,069,783 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $20,990,129 |
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 | $24,473,669 |
Asset. Corporate debt instrument preferred debt at end of year | 2016-12-31 | $16,162,057 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2016-12-31 | $16,028,692 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $1,436,993 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $1,424,182 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $1,067,946 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $1,776,992 |
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 |
Aggregate proceeds on sale of assets | 2016-12-31 | $38,316,042 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $38,100,207 |
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 | BDO USA, LLC |
Accountancy firm EIN | 2016-12-31 | 135381590 |
2015 : U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2015 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-519,294 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-519,294 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $1,778,865 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $1,093,110 |
Total income from all sources (including contributions) | 2015-12-31 | $40,848,697 |
Total loss/gain on sale of assets | 2015-12-31 | $-318,872 |
Total of all expenses incurred | 2015-12-31 | $25,630,833 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $24,874,767 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $756,066 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $39,906,249 |
Value of total assets at end of year | 2015-12-31 | $279,005,850 |
Value of total assets at beginning of year | 2015-12-31 | $263,102,231 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $1,754,433 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
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 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $39,114,035 |
Participant contributions at end of year | 2015-12-31 | $10,922,752 |
Participant contributions at beginning of year | 2015-12-31 | $9,508,839 |
Participant contributions at end of year | 2015-12-31 | $118,921 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $792,214 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $228,140 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $203,693 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $1,873 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $2,072 |
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 | $15,217,864 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $277,226,985 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $262,009,121 |
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 registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $179,856,153 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $171,344,558 |
Interest on participant loans | 2015-12-31 | $494,370 |
Interest earned on other investments | 2015-12-31 | $131,531 |
Income. Interest from US Government securities | 2015-12-31 | $471,452 |
Income. Interest from corporate debt instruments | 2015-12-31 | $449,353 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $48,723,480 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $41,352,999 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $41,352,999 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $207,727 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $6,633,747 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $10,083,144 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $24,691 |
Asset value of US Government securities at end of year | 2015-12-31 | $15,069,783 |
Asset value of US Government securities at beginning of year | 2015-12-31 | $16,131,533 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $26,181 |
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 | $24,850,076 |
Asset. Corporate debt instrument preferred debt at end of year | 2015-12-31 | $16,028,692 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2015-12-31 | $13,121,291 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $1,424,182 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $1,356,174 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $1,776,992 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $1,091,038 |
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 |
Aggregate proceeds on sale of assets | 2015-12-31 | $35,696,919 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $36,015,791 |
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 | BDO USA, LLC |
Accountancy firm EIN | 2015-12-31 | 135381590 |
2014 : U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $866,288 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $866,288 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,093,110 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,629,572 |
Total income from all sources (including contributions) | 2014-12-31 | $47,242,402 |
Total loss/gain on sale of assets | 2014-12-31 | $43,714 |
Total of all expenses incurred | 2014-12-31 | $20,972,878 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $20,233,112 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $739,766 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $28,913,077 |
Value of total assets at end of year | 2014-12-31 | $263,102,231 |
Value of total assets at beginning of year | 2014-12-31 | $237,369,169 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $1,834,552 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $28,685,502 |
Participant contributions at end of year | 2014-12-31 | $9,508,839 |
Participant contributions at beginning of year | 2014-12-31 | $8,713,475 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $227,575 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $203,693 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $230,247 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $2,072 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $2,169 |
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 | $26,269,524 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $262,009,121 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $235,739,597 |
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 registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $171,344,558 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $147,441,987 |
Interest on participant loans | 2014-12-31 | $444,373 |
Interest earned on other investments | 2014-12-31 | $145,900 |
Income. Interest from US Government securities | 2014-12-31 | $478,301 |
Income. Interest from corporate debt instruments | 2014-12-31 | $510,431 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $41,352,999 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $41,068,171 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $41,068,171 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $255,547 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $10,083,144 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $9,808,028 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $25,744 |
Asset value of US Government securities at end of year | 2014-12-31 | $16,131,533 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $11,624,416 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $15,584,771 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $20,207,368 |
Asset. Corporate debt instrument preferred debt at end of year | 2014-12-31 | $13,121,291 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2014-12-31 | $16,038,098 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $1,356,174 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $2,444,747 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $1,091,038 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $1,627,403 |
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 |
Aggregate proceeds on sale of assets | 2014-12-31 | $29,337,373 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $29,293,659 |
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 | BDO USA, LLP |
Accountancy firm EIN | 2014-12-31 | 135381590 |
2013 : U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $-1,170,451 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $-1,170,451 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,629,572 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,189,108 |
Total income from all sources (including contributions) | 2013-12-31 | $53,478,563 |
Total loss/gain on sale of assets | 2013-12-31 | $-740,872 |
Total of all expenses incurred | 2013-12-31 | $20,020,832 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $19,399,340 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $621,492 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $26,342,020 |
Value of total assets at end of year | 2013-12-31 | $237,369,169 |
Value of total assets at beginning of year | 2013-12-31 | $203,470,974 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $1,879,068 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $26,066,825 |
Participant contributions at end of year | 2013-12-31 | $8,713,475 |
Participant contributions at beginning of year | 2013-12-31 | $8,130,905 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $275,195 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $230,247 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $283,650 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $2,169 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $2,623 |
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 | $33,457,731 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $235,739,597 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $202,281,866 |
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 registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $147,441,987 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $108,093,777 |
Interest on participant loans | 2013-12-31 | $412,911 |
Interest earned on other investments | 2013-12-31 | $188,791 |
Income. Interest from US Government securities | 2013-12-31 | $508,029 |
Income. Interest from corporate debt instruments | 2013-12-31 | $541,118 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $41,068,171 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $40,331,351 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $40,331,351 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $228,219 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $9,808,028 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $9,530,753 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $27,818 |
Asset value of US Government securities at end of year | 2013-12-31 | $11,624,416 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $16,346,058 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $27,168,798 |
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 | $19,371,522 |
Asset. Corporate debt instrument preferred debt at end of year | 2013-12-31 | $16,038,098 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2013-12-31 | $17,151,321 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $2,444,747 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $3,603,159 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $1,627,403 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $1,186,485 |
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 |
Aggregate proceeds on sale of assets | 2013-12-31 | $45,219,276 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $45,960,148 |
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 | BDO USA, LLP |
Accountancy firm EIN | 2013-12-31 | 135381590 |
2012 : U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $298,556 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $298,556 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,189,108 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,648,291 |
Total income from all sources (including contributions) | 2012-12-31 | $34,557,994 |
Total loss/gain on sale of assets | 2012-12-31 | $-189,749 |
Total of all expenses incurred | 2012-12-31 | $13,189,132 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $12,674,887 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $514,245 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $19,535,496 |
Value of total assets at end of year | 2012-12-31 | $203,470,974 |
Value of total assets at beginning of year | 2012-12-31 | $182,561,295 |
Total interest from all sources | 2012-12-31 | $2,222,198 |
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 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $18,937,144 |
Participant contributions at end of year | 2012-12-31 | $8,130,905 |
Participant contributions at beginning of year | 2012-12-31 | $6,858,574 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $598,352 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $283,650 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $267,449 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $2,623 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $2,506 |
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 | $21,368,862 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $202,281,866 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $180,913,004 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $108,093,777 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $92,828,104 |
Interest on participant loans | 2012-12-31 | $347,743 |
Interest earned on other investments | 2012-12-31 | $221,515 |
Income. Interest from US Government securities | 2012-12-31 | $594,125 |
Income. Interest from corporate debt instruments | 2012-12-31 | $539,906 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $40,331,351 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $40,792,455 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $40,792,455 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $518,909 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $9,530,753 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $9,241,680 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $30,362 |
Asset value of US Government securities at end of year | 2012-12-31 | $16,346,058 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $15,963,656 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $12,691,493 |
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 | $12,644,525 |
Asset. Corporate debt instrument preferred debt at end of year | 2012-12-31 | $17,151,321 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2012-12-31 | $14,218,868 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $3,603,159 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $2,390,509 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $1,186,485 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $1,645,785 |
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 |
Aggregate proceeds on sale of assets | 2012-12-31 | $40,757,498 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $40,947,247 |
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 | BDO USA, LLP |
Accountancy firm EIN | 2012-12-31 | 135381590 |
2011 : U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $1,177,476 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $1,177,476 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,648,291 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,302,753 |
Total income from all sources (including contributions) | 2011-12-31 | $23,078,222 |
Total loss/gain on sale of assets | 2011-12-31 | $97,398 |
Total of all expenses incurred | 2011-12-31 | $12,736,218 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $12,256,523 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $479,695 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $17,989,782 |
Value of total assets at end of year | 2011-12-31 | $182,561,295 |
Value of total assets at beginning of year | 2011-12-31 | $171,873,753 |
Total interest from all sources | 2011-12-31 | $2,177,821 |
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 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $17,644,384 |
Participant contributions at end of year | 2011-12-31 | $6,858,574 |
Participant contributions at beginning of year | 2011-12-31 | $6,302,481 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $345,398 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $267,449 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $269,897 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $2,506 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $2,575 |
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 | $10,342,004 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $180,913,004 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $170,571,000 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $92,828,104 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $83,197,064 |
Interest on participant loans | 2011-12-31 | $352,407 |
Interest earned on other investments | 2011-12-31 | $158,300 |
Income. Interest from US Government securities | 2011-12-31 | $678,662 |
Income. Interest from corporate debt instruments | 2011-12-31 | $510,059 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $40,792,455 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $40,227,275 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $40,227,275 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $478,393 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $9,241,680 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $8,948,872 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $31,409 |
Asset value of US Government securities at end of year | 2011-12-31 | $15,963,656 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $18,142,179 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $1,635,745 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $12,225,114 |
Asset. Corporate debt instrument preferred debt at end of year | 2011-12-31 | $14,218,868 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2011-12-31 | $13,743,147 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $2,390,509 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $1,042,838 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $1,645,785 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $1,300,178 |
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 |
Aggregate proceeds on sale of assets | 2011-12-31 | $36,174,299 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $36,076,901 |
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 | BDO USA, LLC |
Accountancy firm EIN | 2011-12-31 | 135381590 |
2010 : U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN 2010 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $172,205 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $172,205 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $1,302,753 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $560,623 |
Total income from all sources (including contributions) | 2010-12-31 | $28,380,325 |
Total loss/gain on sale of assets | 2010-12-31 | $244,777 |
Total of all expenses incurred | 2010-12-31 | $9,097,678 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $8,679,836 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $417,842 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $16,855,784 |
Value of total assets at end of year | 2010-12-31 | $171,873,753 |
Value of total assets at beginning of year | 2010-12-31 | $151,848,976 |
Total interest from all sources | 2010-12-31 | $2,251,653 |
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 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $16,688,157 |
Participant contributions at end of year | 2010-12-31 | $6,302,481 |
Participant contributions at beginning of year | 2010-12-31 | $5,664,710 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $167,627 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $269,897 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $409,358 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $2,575 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $2,411 |
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 | $19,282,647 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $170,571,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $151,288,353 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $83,197,064 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $68,723,235 |
Interest on participant loans | 2010-12-31 | $350,945 |
Interest earned on other investments | 2010-12-31 | $141,126 |
Income. Interest from US Government securities | 2010-12-31 | $735,234 |
Income. Interest from corporate debt instruments | 2010-12-31 | $583,121 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $40,227,275 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $38,498,744 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $38,498,744 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $441,227 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $8,948,872 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $8,538,171 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $31,056 |
Asset value of US Government securities at end of year | 2010-12-31 | $18,142,179 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $16,993,315 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $8,855,906 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $8,648,780 |
Asset. Corporate debt instrument preferred debt at end of year | 2010-12-31 | $13,743,147 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2010-12-31 | $12,536,174 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $1,042,838 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $485,269 |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $1,300,178 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $558,212 |
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 |
Aggregate proceeds on sale of assets | 2010-12-31 | $33,000,736 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $32,755,959 |
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 | BDO USA, LLC |
Accountancy firm EIN | 2010-12-31 | 135381590 |