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Plan Name | CURTIS TRAILERS, INC 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | CURTIS TRAILERS, INC. |
Employer identification number (EIN): | 930522144 |
NAIC Classification: | 441210 |
NAIC Description: | Recreational Vehicle Dealers |
Additional information about CURTIS TRAILERS, INC.
Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
Incorporation Date: | 2065-01-01 |
Company Identification Number: | 7487515 |
Legal Registered Office Address: |
121 SW MORRISON ST STE 600 PORTLAND United States of America (USA) 97204 |
More information about CURTIS TRAILERS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | KARRA BLAIR | KARRA BLAIR | 2019-07-12 | |
001 | 2017-01-01 | KARRA BLAIR | KARRA BLAIR | 2018-07-26 | |
001 | 2016-01-01 | SARA SLOSS | 2017-06-07 | ||
001 | 2015-01-01 | KARRA WESTPHALL | 2016-06-03 | ||
001 | 2014-01-01 | KARRA WESTPHALL | 2015-07-22 | ||
001 | 2013-01-01 | CARLEY SCHRIEVER | 2014-05-28 | ||
001 | 2012-01-01 | CARLEY SCHRIEVER | 2013-06-10 | ||
001 | 2011-01-01 | CARLEY SCHRIEVER | 2012-06-13 | ||
001 | 2010-01-01 | CARLEY SCHRIEVER | 2011-07-26 | ||
001 | 2009-01-01 | CARLENE SCHRIEVER |
Measure | Date | Value |
---|---|---|
2022: CURTIS TRAILERS, INC 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 174 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 107 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 47 |
Total of all active and inactive participants | 2022-01-01 | 154 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 155 |
Number of participants with account balances | 2022-01-01 | 145 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 13 |
2021: CURTIS TRAILERS, INC 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 159 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 109 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 63 |
Total of all active and inactive participants | 2021-01-01 | 172 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 173 |
Number of participants with account balances | 2021-01-01 | 164 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 10 |
2020: CURTIS TRAILERS, INC 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 163 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 121 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 37 |
Total of all active and inactive participants | 2020-01-01 | 158 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 159 |
Number of participants with account balances | 2020-01-01 | 146 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 19 |
2019: CURTIS TRAILERS, INC 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 161 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 136 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 26 |
Total of all active and inactive participants | 2019-01-01 | 162 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 163 |
Number of participants with account balances | 2019-01-01 | 143 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: CURTIS TRAILERS, INC 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 140 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 145 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 13 |
Total of all active and inactive participants | 2018-01-01 | 158 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 159 |
Number of participants with account balances | 2018-01-01 | 138 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: CURTIS TRAILERS, INC 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 125 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 114 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 19 |
Total of all active and inactive participants | 2017-01-01 | 133 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 134 |
Number of participants with account balances | 2017-01-01 | 111 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2009: CURTIS TRAILERS, INC 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 69 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 64 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
Total of all active and inactive participants | 2009-01-01 | 67 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 67 |
Number of participants with account balances | 2009-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : CURTIS TRAILERS, INC 401(K) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
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 |
Total income from all sources (including contributions) | 2022-12-31 | $33,092 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,063,778 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,018,297 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,309,589 |
Value of total assets at end of year | 2022-12-31 | $6,626,620 |
Value of total assets at beginning of year | 2022-12-31 | $7,657,306 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $45,481 |
Total interest from all sources | 2022-12-31 | $7,060 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $153,878 |
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 | $153,878 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
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 | $977,862 |
Participant contributions at end of year | 2022-12-31 | $122,231 |
Participant contributions at beginning of year | 2022-12-31 | $141,453 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $25,641 |
Other income not declared elsewhere | 2022-12-31 | $65 |
Administrative expenses (other) incurred | 2022-12-31 | $45,481 |
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 |
Value of net income/loss | 2022-12-31 | $-1,030,686 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $6,626,620 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,657,306 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $6,475,787 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $7,476,115 |
Interest on participant loans | 2022-12-31 | $7,060 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,437,500 |
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 |
Contributions received in cash from employer | 2022-12-31 | $306,086 |
Employer contributions (assets) at end of year | 2022-12-31 | $28,602 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $39,738 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,018,297 |
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 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2022-12-31 | 910189318 |
2021 : CURTIS TRAILERS, INC 401(K) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
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 |
Total income from all sources (including contributions) | 2021-12-31 | $2,175,855 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $967,434 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $924,014 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $73 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,271,453 |
Value of total assets at end of year | 2021-12-31 | $7,657,306 |
Value of total assets at beginning of year | 2021-12-31 | $6,448,885 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $43,347 |
Total interest from all sources | 2021-12-31 | $6,058 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $210,998 |
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 | $210,998 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $937,731 |
Participant contributions at end of year | 2021-12-31 | $141,453 |
Participant contributions at beginning of year | 2021-12-31 | $62,192 |
Administrative expenses (other) incurred | 2021-12-31 | $43,347 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,208,421 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $7,657,306 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,448,885 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $7,476,115 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $6,386,693 |
Interest on participant loans | 2021-12-31 | $6,058 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $687,346 |
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 |
Contributions received in cash from employer | 2021-12-31 | $333,722 |
Employer contributions (assets) at end of year | 2021-12-31 | $39,738 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $924,014 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2021-12-31 | 910189318 |
2020 : CURTIS TRAILERS, INC 401(K) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
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 |
Total income from all sources (including contributions) | 2020-12-31 | $1,932,696 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $182,875 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $145,698 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $1,134 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,149,793 |
Value of total assets at end of year | 2020-12-31 | $6,448,885 |
Value of total assets at beginning of year | 2020-12-31 | $4,699,064 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $36,043 |
Total interest from all sources | 2020-12-31 | $4,076 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $122,597 |
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 | $122,597 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $470,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $796,929 |
Participant contributions at end of year | 2020-12-31 | $62,192 |
Participant contributions at beginning of year | 2020-12-31 | $82,628 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $99,213 |
Other income not declared elsewhere | 2020-12-31 | $283 |
Administrative expenses (other) incurred | 2020-12-31 | $36,043 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,749,821 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $6,448,885 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,699,064 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $6,386,693 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $4,616,436 |
Interest on participant loans | 2020-12-31 | $4,076 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $655,947 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $253,651 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $145,698 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | MOSS ADAMS, LLP |
Accountancy firm EIN | 2020-12-31 | 910189318 |
2019 : CURTIS TRAILERS, INC 401(K) PLAN 2019 401k financial data | ||
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 from 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 beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $1,520,045 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $482,874 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $449,178 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $724,344 |
Value of total assets at end of year | 2019-12-31 | $4,699,064 |
Value of total assets at beginning of year | 2019-12-31 | $3,661,893 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $33,696 |
Total interest from all sources | 2019-12-31 | $4,242 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $138,039 |
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 | $138,039 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $367,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $687,522 |
Participant contributions at end of year | 2019-12-31 | $82,628 |
Participant contributions at beginning of year | 2019-12-31 | $76,198 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $36,822 |
Administrative expenses (other) incurred | 2019-12-31 | $33,696 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,037,171 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $4,699,064 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,661,893 |
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 leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $4,616,436 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,585,695 |
Interest on participant loans | 2019-12-31 | $4,242 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $653,420 |
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 |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $449,178 |
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 |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MOSS ADAMS, LLP |
Accountancy firm EIN | 2019-12-31 | 910189318 |
2018 : CURTIS TRAILERS, INC 401(K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $482,906 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $102,546 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $78,691 |
Value of total corrective distributions | 2018-12-31 | $177 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $663,253 |
Value of total assets at end of year | 2018-12-31 | $3,661,893 |
Value of total assets at beginning of year | 2018-12-31 | $3,281,533 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $23,678 |
Total interest from all sources | 2018-12-31 | $2,656 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $90,215 |
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 | $90,215 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $329,000 |
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 | $565,717 |
Participant contributions at end of year | 2018-12-31 | $76,198 |
Participant contributions at beginning of year | 2018-12-31 | $51,554 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $97,536 |
Other income not declared elsewhere | 2018-12-31 | $1,085 |
Administrative expenses (other) incurred | 2018-12-31 | $23,678 |
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 | $380,360 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $3,661,893 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,281,533 |
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 | $3,585,695 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $3,229,979 |
Interest on participant loans | 2018-12-31 | $2,656 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-274,303 |
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 | No |
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 | $78,691 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | MOSS ADAMS, LLP |
Accountancy firm EIN | 2018-12-31 | 910189318 |
2017 : CURTIS TRAILERS, INC 401(K) PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $806,628 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $194,832 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $148,798 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $672 |
Value of total corrective distributions | 2017-12-31 | $44,080 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $390,899 |
Value of total assets at end of year | 2017-12-31 | $3,281,533 |
Value of total assets at beginning of year | 2017-12-31 | $2,669,737 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,282 |
Total interest from all sources | 2017-12-31 | $5,067 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $128,159 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $128,159 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $267,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $387,899 |
Participant contributions at end of year | 2017-12-31 | $51,554 |
Participant contributions at beginning of year | 2017-12-31 | $92,966 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $3,000 |
Administrative expenses (other) incurred | 2017-12-31 | $1,282 |
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 | $611,796 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,281,533 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,669,737 |
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 | $3,229,979 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $2,576,771 |
Interest on participant loans | 2017-12-31 | $5,067 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $282,503 |
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 | $148,798 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | MOSS ADAMS, LLP |
Accountancy firm EIN | 2017-12-31 | 910189318 |
2009 : CURTIS TRAILERS, INC 401(K) PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: CURTIS TRAILERS, INC 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: CURTIS TRAILERS, INC 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: CURTIS TRAILERS, INC 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: CURTIS TRAILERS, INC 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: CURTIS TRAILERS, INC 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: CURTIS TRAILERS, INC 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2009: CURTIS TRAILERS, INC 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |