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WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS 401k Plan overview

Plan NameWALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS
Plan identification number 001

WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS Benefits

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

401k Sponsoring company profile

WALSH TRUCKING COMPANY LTD has sponsored the creation of one or more 401k plans.

Company Name:WALSH TRUCKING COMPANY LTD
Employer identification number (EIN):930744115
NAIC Classification:484110
NAIC Description:General Freight Trucking, Local

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KATHLEEN WALSH2023-10-16
0012021-01-01KATHLEEN WALSH2022-10-17
0012020-01-01KATHLEEN WALSH2021-10-12
0012019-01-01KATHLEEN WALSH2020-09-10
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01CALVIN Y. CLARKE CALVIN Y. CLARKE2013-10-10
0012011-01-01SHANNON DOLAN
0012009-01-01CALVIN Y. CLARKE CALVIN Y. CLARKE2010-10-14
0012009-01-01CALVIN Y CLARKE CALVIN Y CLARKE2010-10-14
0012009-01-01CALVIN Y CLARKE CALVIN Y CLARKE2010-10-15

Plan Statistics for WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS

401k plan membership statisitcs for WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS

Measure Date Value
2022: WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS 2022 401k membership
Total participants, beginning-of-year2022-01-01484
Total number of active participants reported on line 7a of the Form 55002022-01-01474
Number of other retired or separated participants entitled to future benefits2022-01-0131
Total of all active and inactive participants2022-01-01505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-015
Total participants2022-01-01510
Number of participants with account balances2022-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS 2021 401k membership
Total participants, beginning-of-year2021-01-01483
Total number of active participants reported on line 7a of the Form 55002021-01-01459
Number of other retired or separated participants entitled to future benefits2021-01-0128
Total of all active and inactive participants2021-01-01487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-01493
Number of participants with account balances2021-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-019
2020: WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS 2020 401k membership
Total participants, beginning-of-year2020-01-01466
Total number of active participants reported on line 7a of the Form 55002020-01-01442
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0122
Total of all active and inactive participants2020-01-01464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0110
Total participants2020-01-01474
Number of participants with account balances2020-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS 2019 401k membership
Total participants, beginning-of-year2019-01-01452
Total number of active participants reported on line 7a of the Form 55002019-01-01441
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0123
Total of all active and inactive participants2019-01-01464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-01470
Number of participants with account balances2019-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS 2018 401k membership
Total participants, beginning-of-year2018-01-01440
Total number of active participants reported on line 7a of the Form 55002018-01-01431
Number of other retired or separated participants entitled to future benefits2018-01-0119
Total of all active and inactive participants2018-01-01450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-01456
Number of participants with account balances2018-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS 2017 401k membership
Total participants, beginning-of-year2017-01-01447
Total number of active participants reported on line 7a of the Form 55002017-01-01442
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0118
Total of all active and inactive participants2017-01-01460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-01466
Number of participants with account balances2017-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS 2016 401k membership
Total participants, beginning-of-year2016-01-01395
Total number of active participants reported on line 7a of the Form 55002016-01-01429
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-01446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-01452
Number of participants with account balances2016-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS 2015 401k membership
Total participants, beginning-of-year2015-01-01396
Total number of active participants reported on line 7a of the Form 55002015-01-01365
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0119
Total of all active and inactive participants2015-01-01384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-01389
Number of participants with account balances2015-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS 2014 401k membership
Total participants, beginning-of-year2014-01-01357
Total number of active participants reported on line 7a of the Form 55002014-01-01370
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-01384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01387
Number of participants with account balances2014-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS 2013 401k membership
Total participants, beginning-of-year2013-01-01354
Total number of active participants reported on line 7a of the Form 55002013-01-01357
Number of other retired or separated participants entitled to future benefits2013-01-0115
Total of all active and inactive participants2013-01-01372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01375
Number of participants with account balances2013-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0120
2012: WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS 2012 401k membership
Total participants, beginning-of-year2012-01-01384
Total number of active participants reported on line 7a of the Form 55002012-01-01365
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0111
Total of all active and inactive participants2012-01-01376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01379
Number of participants with account balances2012-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0128
2011: WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS 2011 401k membership
Total participants, beginning-of-year2011-01-01362
Total number of active participants reported on line 7a of the Form 55002011-01-01340
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0115
Total of all active and inactive participants2011-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01357
Number of participants with account balances2011-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0124
2009: WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS 2009 401k membership
Total participants, beginning-of-year2009-01-01343
Total number of active participants reported on line 7a of the Form 55002009-01-01355
Number of other retired or separated participants entitled to future benefits2009-01-0128
Total of all active and inactive participants2009-01-01383
Total participants2009-01-01383
Number of participants with account balances2009-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0143

Financial Data on WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS

Measure Date Value
2022 : WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-957,831
Total of all expenses incurred2022-12-31$1,389,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,342,662
Value of total corrective distributions2022-12-31$10,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$935,861
Value of total assets at end of year2022-12-31$10,233,106
Value of total assets at beginning of year2022-12-31$12,580,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$36,338
Total interest from all sources2022-12-31$9,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$797,591
Participant contributions at end of year2022-12-31$156,118
Participant contributions at beginning of year2022-12-31$170,215
Participant contributions at end of year2022-12-31$464
Participant contributions at beginning of year2022-12-31$509
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$14,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,347,676
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,233,106
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,580,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$9,022,561
Value of interest in pooled separate accounts at beginning of year2022-12-31$11,556,480
Interest on participant loans2022-12-31$9,303
Value of interest in common/collective trusts at end of year2022-12-31$1,053,863
Value of interest in common/collective trusts at beginning of year2022-12-31$853,479
Net investment gain/loss from pooled separate accounts2022-12-31$-1,916,501
Net investment gain or loss from common/collective trusts2022-12-31$13,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$123,706
Employer contributions (assets) at end of year2022-12-31$100
Employer contributions (assets) at beginning of year2022-12-31$99
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,342,662
Contract administrator fees2022-12-31$36,338
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JONES & ROTH, PC
Accountancy firm EIN2022-12-31930819646
2021 : WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$2,630,562
Total of all expenses incurred2021-12-31$475,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$411,851
Value of total corrective distributions2021-12-31$25,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,074,947
Value of total assets at end of year2021-12-31$12,580,782
Value of total assets at beginning of year2021-12-31$10,425,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$38,683
Total interest from all sources2021-12-31$10,480
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$673,741
Participant contributions at end of year2021-12-31$170,215
Participant contributions at beginning of year2021-12-31$202,800
Participant contributions at end of year2021-12-31$509
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$296,099
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,155,003
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,580,782
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,425,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$11,556,480
Value of interest in pooled separate accounts at beginning of year2021-12-31$9,580,539
Interest on participant loans2021-12-31$10,480
Value of interest in common/collective trusts at end of year2021-12-31$853,479
Value of interest in common/collective trusts at beginning of year2021-12-31$642,440
Net investment gain/loss from pooled separate accounts2021-12-31$1,536,639
Net investment gain or loss from common/collective trusts2021-12-31$8,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$105,107
Employer contributions (assets) at end of year2021-12-31$99
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$411,851
Contract administrator fees2021-12-31$38,683
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31JONES & ROTH, PC
Accountancy firm EIN2021-12-31930819646
2020 : WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,979,086
Total of all expenses incurred2020-12-31$976,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$927,413
Value of total corrective distributions2020-12-31$19,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$743,487
Value of total assets at end of year2020-12-31$10,425,779
Value of total assets at beginning of year2020-12-31$9,423,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$30,095
Total interest from all sources2020-12-31$8,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$617,765
Participant contributions at end of year2020-12-31$202,800
Participant contributions at beginning of year2020-12-31$145,950
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$23,035
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,002,114
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,425,779
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,423,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$9,580,539
Value of interest in pooled separate accounts at beginning of year2020-12-31$8,558,004
Interest on participant loans2020-12-31$8,411
Value of interest in common/collective trusts at end of year2020-12-31$642,440
Value of interest in common/collective trusts at beginning of year2020-12-31$719,711
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$1,227,631
Net investment gain or loss from common/collective trusts2020-12-31$-443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$102,687
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$927,413
Contract administrator fees2020-12-31$30,095
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31JONES & ROTH, PC
Accountancy firm EIN2020-12-31930819646
2019 : WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,487,132
Total of all expenses incurred2019-12-31$259,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$224,490
Value of total corrective distributions2019-12-31$6,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$964,131
Value of total assets at end of year2019-12-31$9,423,665
Value of total assets at beginning of year2019-12-31$7,195,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$27,575
Total interest from all sources2019-12-31$8,253
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$526,084
Participant contributions at end of year2019-12-31$145,950
Participant contributions at beginning of year2019-12-31$111,595
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$9,437
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$346,087
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,228,068
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,423,665
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,195,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$8,558,004
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,446,834
Interest on participant loans2019-12-31$8,248
Interest earned on other investments2019-12-31$5
Value of interest in common/collective trusts at end of year2019-12-31$719,711
Value of interest in common/collective trusts at beginning of year2019-12-31$622,339
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,697
Net investment gain/loss from pooled separate accounts2019-12-31$1,484,678
Net investment gain or loss from common/collective trusts2019-12-31$29,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$91,960
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$1,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$224,490
Contract administrator fees2019-12-31$27,575
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31JONES & ROTH, PC
Accountancy firm EIN2019-12-31930819646
2018 : WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS 2018 401k financial data
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$210,822
Total of all expenses incurred2018-12-31$643,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$603,562
Value of total corrective distributions2018-12-31$13,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$576,198
Value of total assets at end of year2018-12-31$7,195,597
Value of total assets at beginning of year2018-12-31$7,627,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$25,593
Total interest from all sources2018-12-31$7,647
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$479,090
Participant contributions at end of year2018-12-31$111,595
Participant contributions at beginning of year2018-12-31$151,131
Participant contributions at end of year2018-12-31$9,437
Participant contributions at beginning of year2018-12-31$469
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$13,982
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$34
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-432,331
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,195,597
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,627,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$6,446,834
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,911,409
Interest on participant loans2018-12-31$7,623
Interest earned on other investments2018-12-31$24
Value of interest in common/collective trusts at end of year2018-12-31$622,339
Value of interest in common/collective trusts at beginning of year2018-12-31$561,017
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,697
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,765
Net investment gain/loss from pooled separate accounts2018-12-31$-375,942
Net investment gain or loss from common/collective trusts2018-12-31$2,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$83,126
Employer contributions (assets) at end of year2018-12-31$1,695
Employer contributions (assets) at beginning of year2018-12-31$137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$603,562
Contract administrator fees2018-12-31$25,593
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31JONES & ROTH, PC
Accountancy firm EIN2018-12-31930819646
2017 : WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$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$1,569,902
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$731,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$688,205
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$18,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$582,647
Value of total assets at end of year2017-12-31$7,627,928
Value of total assets at beginning of year2017-12-31$6,789,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$24,344
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$9,143
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 year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$428,199
Participant contributions at end of year2017-12-31$151,131
Participant contributions at beginning of year2017-12-31$166,285
Participant contributions at end of year2017-12-31$469
Participant contributions at beginning of year2017-12-31$142
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$78,353
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$295
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$838,736
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,627,928
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,789,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$6,911,409
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,721,122
Interest on participant loans2017-12-31$9,094
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$49
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$561,017
Value of interest in common/collective trusts at beginning of year2017-12-31$800,345
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$101,260
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$972,151
Net investment gain or loss from common/collective trusts2017-12-31$5,666
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$76,095
Employer contributions (assets) at end of year2017-12-31$137
Employer contributions (assets) at beginning of year2017-12-31$38
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$688,205
Contract administrator fees2017-12-31$24,344
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31JONES & ROTH, PC
Accountancy firm EIN2017-12-31930819646
2016 : WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,076,331
Total of all expenses incurred2016-12-31$1,302,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,256,338
Value of total corrective distributions2016-12-31$22,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$557,284
Value of total assets at end of year2016-12-31$6,789,192
Value of total assets at beginning of year2016-12-31$7,015,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$23,058
Total interest from all sources2016-12-31$8,757
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$409,964
Participant contributions at end of year2016-12-31$166,285
Participant contributions at beginning of year2016-12-31$128,704
Participant contributions at end of year2016-12-31$142
Participant contributions at beginning of year2016-12-31$7,769
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$75,708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-225,866
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,789,192
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,015,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$5,721,122
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,114,610
Interest on participant loans2016-12-31$8,004
Interest earned on other investments2016-12-31$753
Value of interest in common/collective trusts at end of year2016-12-31$800,345
Value of interest in common/collective trusts at beginning of year2016-12-31$577,475
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$101,260
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$185,139
Net investment gain/loss from pooled separate accounts2016-12-31$503,938
Net investment gain or loss from common/collective trusts2016-12-31$6,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$71,612
Employer contributions (assets) at end of year2016-12-31$38
Employer contributions (assets) at beginning of year2016-12-31$1,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,256,338
Contract administrator fees2016-12-31$23,058
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31JONES & ROTH, PC
Accountancy firm EIN2016-12-31930819646
2015 : WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$496,549
Total of all expenses incurred2015-12-31$743,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$684,608
Value of total corrective distributions2015-12-31$29,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$477,263
Value of total assets at end of year2015-12-31$7,015,058
Value of total assets at beginning of year2015-12-31$7,262,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$29,503
Total interest from all sources2015-12-31$10,057
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$408,285
Participant contributions at end of year2015-12-31$128,704
Participant contributions at beginning of year2015-12-31$168,061
Participant contributions at end of year2015-12-31$7,769
Participant contributions at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-247,368
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,015,058
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,262,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$6,114,610
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,396,773
Interest on participant loans2015-12-31$8,439
Interest earned on other investments2015-12-31$1,618
Value of interest in common/collective trusts at end of year2015-12-31$577,475
Value of interest in common/collective trusts at beginning of year2015-12-31$425,902
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$185,139
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$271,690
Net investment gain/loss from pooled separate accounts2015-12-31$6,868
Net investment gain or loss from common/collective trusts2015-12-31$1,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$68,978
Employer contributions (assets) at end of year2015-12-31$1,361
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$684,608
Contract administrator fees2015-12-31$29,503
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31JONES & ROTH, PC
Accountancy firm EIN2015-12-31930819646
2014 : WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$913,701
Total of all expenses incurred2014-12-31$345,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$285,023
Value of total corrective distributions2014-12-31$31,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$490,599
Value of total assets at end of year2014-12-31$7,262,426
Value of total assets at beginning of year2014-12-31$6,694,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$29,195
Total interest from all sources2014-12-31$12,931
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$397,221
Participant contributions at end of year2014-12-31$168,061
Participant contributions at beginning of year2014-12-31$175,980
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$6,654
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$23,796
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Other income not declared elsewhere2014-12-31$957
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$567,757
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,262,426
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,694,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$6,396,773
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,753,789
Interest on participant loans2014-12-31$9,990
Interest earned on other investments2014-12-31$2,941
Value of interest in common/collective trusts at end of year2014-12-31$425,902
Value of interest in common/collective trusts at beginning of year2014-12-31$403,882
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$271,690
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$353,150
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$404,151
Net investment gain or loss from common/collective trusts2014-12-31$5,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$69,582
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$1,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$285,023
Contract administrator fees2014-12-31$29,195
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31JONES & ROTH, P.C.
Accountancy firm EIN2014-12-31930819646
2013 : WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,465,206
Total of all expenses incurred2013-12-31$399,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$355,474
Value of total corrective distributions2013-12-31$17,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$468,820
Value of total assets at end of year2013-12-31$6,694,669
Value of total assets at beginning of year2013-12-31$5,628,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$26,469
Total interest from all sources2013-12-31$16,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$400,890
Participant contributions at end of year2013-12-31$175,980
Participant contributions at beginning of year2013-12-31$228,071
Participant contributions at end of year2013-12-31$6,654
Participant contributions at beginning of year2013-12-31$7,543
Other income not declared elsewhere2013-12-31$-389
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,065,776
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,694,669
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,628,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$5,753,789
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,487,639
Interest on participant loans2013-12-31$11,926
Interest earned on other investments2013-12-31$4,373
Value of interest in common/collective trusts at end of year2013-12-31$403,882
Value of interest in common/collective trusts at beginning of year2013-12-31$397,174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$353,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$507,138
Net investment gain/loss from pooled separate accounts2013-12-31$983,732
Net investment gain or loss from common/collective trusts2013-12-31$-3,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$67,930
Employer contributions (assets) at end of year2013-12-31$1,214
Employer contributions (assets) at beginning of year2013-12-31$1,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$355,474
Contract administrator fees2013-12-31$26,469
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31JONES & ROTH, P.C.
Accountancy firm EIN2013-12-31930819646
2012 : WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,045,363
Total of all expenses incurred2012-12-31$373,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$330,238
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$19,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$470,238
Value of total assets at end of year2012-12-31$5,628,893
Value of total assets at beginning of year2012-12-31$4,956,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$23,066
Total interest from all sources2012-12-31$24,280
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$403,407
Participant contributions at end of year2012-12-31$228,071
Participant contributions at beginning of year2012-12-31$237,191
Participant contributions at end of year2012-12-31$7,543
Participant contributions at beginning of year2012-12-31$314
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Other income not declared elsewhere2012-12-31$-1,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$672,091
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,628,893
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,956,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$4,487,639
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,150,955
Interest on participant loans2012-12-31$14,194
Interest earned on other investments2012-12-31$10,086
Value of interest in common/collective trusts at end of year2012-12-31$397,174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$507,138
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$568,292
Net investment gain/loss from pooled separate accounts2012-12-31$538,744
Net investment gain or loss from common/collective trusts2012-12-31$13,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$66,831
Employer contributions (assets) at end of year2012-12-31$1,328
Employer contributions (assets) at beginning of year2012-12-31$50
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$330,238
Contract administrator fees2012-12-31$23,066
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31JONES & ROTH, P.C.
Accountancy firm EIN2012-12-31930819646
2011 : WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$467,227
Total of all expenses incurred2011-12-31$404,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$360,440
Value of total corrective distributions2011-12-31$22,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$448,868
Value of total assets at end of year2011-12-31$4,956,802
Value of total assets at beginning of year2011-12-31$4,893,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$21,260
Total interest from all sources2011-12-31$28,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$374,310
Participant contributions at end of year2011-12-31$237,191
Participant contributions at beginning of year2011-12-31$260,418
Participant contributions at end of year2011-12-31$314
Participant contributions at beginning of year2011-12-31$217
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$10,398
Other income not declared elsewhere2011-12-31$1,586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$62,980
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,956,802
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,893,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$4,150,955
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,071,787
Interest on participant loans2011-12-31$13,701
Interest earned on other investments2011-12-31$14,914
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$568,292
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$561,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-11,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$64,160
Employer contributions (assets) at end of year2011-12-31$50
Employer contributions (assets) at beginning of year2011-12-31$36
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$360,440
Contract administrator fees2011-12-31$21,260
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31JONES & ROTH, P.C.
Accountancy firm EIN2011-12-31930819646
2010 : WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$987,306
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$331,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$292,913
Value of total corrective distributions2010-12-31$19,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$443,889
Value of total assets at end of year2010-12-31$4,893,822
Value of total assets at beginning of year2010-12-31$4,238,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$19,767
Total interest from all sources2010-12-31$28,461
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$384,014
Participant contributions at end of year2010-12-31$260,418
Participant contributions at beginning of year2010-12-31$200,093
Participant contributions at end of year2010-12-31$217
Participant contributions at beginning of year2010-12-31$19,718
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,173
Other income not declared elsewhere2010-12-31$2,704
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$655,378
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,893,822
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,238,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$4,071,787
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,445,304
Interest on participant loans2010-12-31$11,167
Interest earned on other investments2010-12-31$17,294
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$561,364
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$572,272
Net investment gain/loss from pooled separate accounts2010-12-31$512,252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$57,702
Employer contributions (assets) at end of year2010-12-31$36
Employer contributions (assets) at beginning of year2010-12-31$1,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$292,913
Contract administrator fees2010-12-31$19,767
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31JONES & ROTH, P.C.
Accountancy firm EIN2010-12-31930819646

Form 5500 Responses for WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS

2022: WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number403864
Policy instance 1
Insurance contract or identification number403864
Number of Individuals Covered510
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $24,244
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,244
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number403864
Policy instance 1
Insurance contract or identification number403864
Number of Individuals Covered493
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $25,239
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,239
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number403864
Policy instance 1
Insurance contract or identification number403864
Number of Individuals Covered474
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $29,605
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,605
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number403864
Policy instance 1
Insurance contract or identification number403864
Number of Individuals Covered470
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $8,506
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,458
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number403864
Policy instance 1
Insurance contract or identification number403864
Number of Individuals Covered456
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $17,395
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,395
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number403864
Policy instance 1
Insurance contract or identification number403864
Number of Individuals Covered466
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $14,798
Total amount of fees paid to insurance companyUSD $759
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,798
Amount paid for insurance broker fees759
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameLEONARD ADAMS INSURANCE INC DBA LEO
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number403864
Policy instance 1
Insurance contract or identification number403864
Number of Individuals Covered389
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $14,792
Total amount of fees paid to insurance companyUSD $522
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,792
Amount paid for insurance broker fees522
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameLEONARD ADAMS INSURANCE INC DBA LEO
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number403864
Policy instance 1
Insurance contract or identification number403864
Number of Individuals Covered387
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $14,760
Total amount of fees paid to insurance companyUSD $362
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,760
Amount paid for insurance broker fees362
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameLEONARD ADAMS INSURANCE INC DBA LEO
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number403864
Policy instance 1
Insurance contract or identification number403864
Number of Individuals Covered375
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $13,774
Total amount of fees paid to insurance companyUSD $154
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,774
Amount paid for insurance broker fees154
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameLEONARD ADAMS INSURANCE INC DBA LEO
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number403864
Policy instance 1
Insurance contract or identification number403864
Number of Individuals Covered379
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,377
Total amount of fees paid to insurance companyUSD $161
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,377
Amount paid for insurance broker fees161
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameLEONARD ADAMS INSURANCE INC DBA LEO
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number403864
Policy instance 1
Insurance contract or identification number403864
Number of Individuals Covered357
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $10,242
Total amount of fees paid to insurance companyUSD $167
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number403864
Policy instance 1
Insurance contract or identification number403864
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $9,428
Total amount of fees paid to insurance companyUSD $138
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

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