BEAR TRUCKING, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BEAR TRUCKING INC 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2013 : BEAR TRUCKING INC 401(K) PROFIT SHARING PLAN 2013 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $286,223 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $113,509 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $107,721 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $149,563 |
Value of total assets at end of year | 2013-12-31 | $1,133,119 |
Value of total assets at beginning of year | 2013-12-31 | $960,405 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $5,788 |
Total interest from all sources | 2013-12-31 | $373 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $2,269 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $2,269 |
Was this plan covered by a fidelity bond | 2013-12-31 | No |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $59,969 |
Participant contributions at end of year | 2013-12-31 | $5,330 |
Participant contributions at beginning of year | 2013-12-31 | $7,288 |
Administrative expenses (other) incurred | 2013-12-31 | $5,728 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $172,714 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,133,119 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $960,405 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $1,100,946 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $318,447 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $634,670 |
Interest on participant loans | 2013-12-31 | $324 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $26,843 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $49 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $17,981 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $116,037 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $89,594 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $107,721 |
Contract administrator fees | 2013-12-31 | $60 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | AHERN ADCOCK DEVLILN |
Accountancy firm EIN | 2013-12-31 | 330919055 |
2012 : BEAR TRUCKING INC 401(K) PROFIT SHARING PLAN 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $237,611 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $90,270 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $76,137 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $156,132 |
Value of total assets at end of year | 2012-12-31 | $960,405 |
Value of total assets at beginning of year | 2012-12-31 | $813,064 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $14,133 |
Total interest from all sources | 2012-12-31 | $319 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $3,136 |
Was this plan covered by a fidelity bond | 2012-12-31 | No |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $54,524 |
Participant contributions at end of year | 2012-12-31 | $7,288 |
Participant contributions at beginning of year | 2012-12-31 | $11,285 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $21,357 |
Other income not declared elsewhere | 2012-12-31 | $5,932 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $147,341 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $960,405 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $813,064 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $10,997 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $634,670 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $517,401 |
Interest on participant loans | 2012-12-31 | $319 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $318,447 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $284,378 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $75,228 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $80,251 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $76,137 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | KELLY ALLEN & ASSOCIATES |
Accountancy firm EIN | 2012-12-31 | 203228398 |
2011 : BEAR TRUCKING INC 401(K) PROFIT SHARING PLAN 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $202,313 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $48,262 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $34,767 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $202,615 |
Value of total assets at end of year | 2011-12-31 | $813,064 |
Value of total assets at beginning of year | 2011-12-31 | $659,013 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $13,495 |
Total interest from all sources | 2011-12-31 | $322 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $3,596 |
Was this plan covered by a fidelity bond | 2011-12-31 | No |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $37,716 |
Participant contributions at end of year | 2011-12-31 | $11,285 |
Participant contributions at beginning of year | 2011-12-31 | $10,432 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $90,032 |
Other income not declared elsewhere | 2011-12-31 | $7,058 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $154,051 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $813,064 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $659,013 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $9,899 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $517,401 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $398,451 |
Interest on participant loans | 2011-12-31 | $322 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $284,378 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $250,130 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-7,682 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $74,867 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $34,767 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | KELLY ALLEN & ASSOCIATES |
Accountancy firm EIN | 2011-12-31 | 203228398 |