?>
Logo

VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameVALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN
Plan identification number 003

VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.

401k Sponsoring company profile

VALLEY TRUCK AND TRACTOR COMPANY has sponsored the creation of one or more 401k plans.

Company Name:VALLEY TRUCK AND TRACTOR COMPANY
Employer identification number (EIN):941089978
NAIC Classification:441228
NAIC Description:Motorcycle, ATV, and All Other Motor Vehicle Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032020-01-01
0032019-01-01
0032019-01-01
0032018-01-01
0032017-01-01BRAD NEELY
0032016-01-01ALAN BELL
0032015-01-01ALAN BELL
0032014-01-01KEITH LAWRIE
0032013-01-01KEITH P. LAWRIE
0032012-01-01KEITH P. LAWRIE
0032011-01-01KEITH P. LAWRIE
0032010-01-01KEITH LAWRIE2011-06-17
0032009-01-01JOHN S. MILLER
0032009-01-01JOHN S. MILLER

Plan Statistics for VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01207
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01209
Total number of active participants reported on line 7a of the Form 55002021-01-0136
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01168
Total of all active and inactive participants2021-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01205
Number of participants with account balances2021-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01208
Total number of active participants reported on line 7a of the Form 55002020-01-01165
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0144
Total of all active and inactive participants2020-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01210
Number of participants with account balances2020-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01211
Total number of active participants reported on line 7a of the Form 55002019-01-01152
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0154
Total of all active and inactive participants2019-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01207
Number of participants with account balances2019-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01187
Total number of active participants reported on line 7a of the Form 55002018-01-01164
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0146
Total of all active and inactive participants2018-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01211
Number of participants with account balances2018-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01185
Total number of active participants reported on line 7a of the Form 55002017-01-01160
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0123
Total of all active and inactive participants2017-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01184
Number of participants with account balances2017-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01162
Total number of active participants reported on line 7a of the Form 55002016-01-01162
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0124
Total of all active and inactive participants2016-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01188
Number of participants with account balances2016-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01174
Total number of active participants reported on line 7a of the Form 55002015-01-01140
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01159
Number of participants with account balances2015-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01163
Total number of active participants reported on line 7a of the Form 55002014-01-01142
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0121
Total of all active and inactive participants2014-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01165
Number of participants with account balances2014-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01144
Total number of active participants reported on line 7a of the Form 55002013-01-01118
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0119
Total of all active and inactive participants2013-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01138
Number of participants with account balances2013-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01157
Total number of active participants reported on line 7a of the Form 55002012-01-01124
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0119
Total of all active and inactive participants2012-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01144
Number of participants with account balances2012-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01131
Total number of active participants reported on line 7a of the Form 55002011-01-01127
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0129
Total of all active and inactive participants2011-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01157
Number of participants with account balances2011-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2009: VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0197
Total number of active participants reported on line 7a of the Form 55002009-01-0179
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0190
Number of participants with account balances2009-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-10-31$0
Total transfer of assets to this plan2022-10-31$0
Total transfer of assets from this plan2022-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$0
Total income from all sources (including contributions)2022-10-31$-924,201
Total loss/gain on sale of assets2022-10-31$0
Total of all expenses incurred2022-10-31$9,766,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-10-31$9,652,907
Expenses. Certain deemed distributions of participant loans2022-10-31$1,639
Value of total corrective distributions2022-10-31$944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-10-31$1,463
Value of total assets at end of year2022-10-31$0
Value of total assets at beginning of year2022-10-31$10,691,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-10-31$111,314
Total interest from all sources2022-10-31$1,882
Total dividends received (eg from common stock, registered investment company shares)2022-10-31$9,986
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-10-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-10-31$0
Total dividends received from registered investment company shares (eg mutual funds)2022-10-31$9,986
Was this plan covered by a fidelity bond2022-10-31Yes
Value of fidelity bond cover2022-10-31$500,000
If this is an individual account plan, was there a blackout period2022-10-31No
Were there any nonexempt tranactions with any party-in-interest2022-10-31No
Contributions received from participants2022-10-31$1,463
Participant contributions at beginning of year2022-10-31$46,052
Other income not declared elsewhere2022-10-31$109,066
Administrative expenses (other) incurred2022-10-31$111,314
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Value of net income/loss2022-10-31$-10,691,005
Value of net assets at end of year (total assets less liabilities)2022-10-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-10-31$10,691,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-10-31No
Were any leases to which the plan was party in default or uncollectible2022-10-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-10-31$10,644,953
Interest on participant loans2022-10-31$1,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-10-31$-1,046,598
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-10-31No
Was there a failure to transmit to the plan any participant contributions2022-10-31No
Has the plan failed to provide any benefit when due under the plan2022-10-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-10-31$9,652,907
Did the plan have assets held for investment2022-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-10-31Yes
Opinion of an independent qualified public accountant for this plan2022-10-31Unqualified
Accountancy firm name2022-10-31K.COE-ISOM, LLP
Accountancy firm EIN2022-10-31942222122
2021 : VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,354,817
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,371,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,349,880
Expenses. Certain deemed distributions of participant loans2021-12-31$3,542
Value of total corrective distributions2021-12-31$14,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,339,789
Value of total assets at end of year2021-12-31$10,691,005
Value of total assets at beginning of year2021-12-31$15,707,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,599
Total interest from all sources2021-12-31$9,044
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,297,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,297,805
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,061,274
Participant contributions at end of year2021-12-31$46,052
Participant contributions at beginning of year2021-12-31$134,958
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$58,887
Administrative expenses (other) incurred2021-12-31$3,599
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-5,016,385
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,691,005
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,707,390
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$10,644,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,572,432
Interest on participant loans2021-12-31$9,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$708,179
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$219,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,349,880
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 name2021-12-31K.COE-ISOM
Accountancy firm EIN2021-12-31480567703
2020 : VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,284,907
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,283,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,256,167
Expenses. Certain deemed distributions of participant loans2020-12-31$16,027
Value of total corrective distributions2020-12-31$8,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,433,380
Value of total assets at end of year2020-12-31$15,707,390
Value of total assets at beginning of year2020-12-31$12,705,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,642
Total interest from all sources2020-12-31$9,999
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$627,766
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$627,766
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$945,280
Participant contributions at end of year2020-12-31$134,958
Participant contributions at beginning of year2020-12-31$129,067
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$291,369
Administrative expenses (other) incurred2020-12-31$2,642
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$3,001,542
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,707,390
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,705,848
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$15,572,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,576,781
Interest on participant loans2020-12-31$9,999
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,213,762
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$196,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,256,167
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 name2020-12-31K.COE-ISOM
Accountancy firm EIN2020-12-31480567703
2019 : VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,565,676
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,462,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,436,747
Expenses. Certain deemed distributions of participant loans2019-12-31$19,782
Value of total corrective distributions2019-12-31$3,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,109,273
Value of total assets at end of year2019-12-31$12,705,848
Value of total assets at beginning of year2019-12-31$10,602,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,403
Total interest from all sources2019-12-31$8,586
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$530,125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$530,125
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$914,717
Participant contributions at end of year2019-12-31$129,067
Participant contributions at beginning of year2019-12-31$137,212
Administrative expenses (other) incurred2019-12-31$2,403
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$2,103,111
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,705,848
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,602,737
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 registered invesment companies (eg mutual funds) at end of year2019-12-31$12,576,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,465,525
Interest on participant loans2019-12-31$8,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,917,692
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$194,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,436,747
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 name2019-12-31K.COE-ISOM
Accountancy firm EIN2019-12-31480567703
2018 : VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$351,660
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,480,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,451,220
Expenses. Certain deemed distributions of participant loans2018-12-31$21,333
Value of total corrective distributions2018-12-31$6,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,110,578
Value of total assets at end of year2018-12-31$10,602,737
Value of total assets at beginning of year2018-12-31$11,732,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,547
Total interest from all sources2018-12-31$7,341
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$533,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$533,743
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$906,778
Participant contributions at end of year2018-12-31$137,212
Participant contributions at beginning of year2018-12-31$142,934
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$26,089
Other income not declared elsewhere2018-12-31$75
Administrative expenses (other) incurred2018-12-31$1,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,129,284
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,602,737
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,732,021
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$10,465,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,589,087
Interest on participant loans2018-12-31$7,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,300,077
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$177,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,451,220
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
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 name2018-12-31K.COE-ISOM
Accountancy firm EIN2018-12-31480567703
2017 : VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 2017 401k financial data
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$2,773,482
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,133,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,109,809
Expenses. Certain deemed distributions of participant loans2017-12-31$494
Value of total corrective distributions2017-12-31$21,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$952,542
Value of total assets at end of year2017-12-31$11,732,021
Value of total assets at beginning of year2017-12-31$10,091,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,495
Total interest from all sources2017-12-31$6,203
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$481,174
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$481,174
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$795,786
Participant contributions at end of year2017-12-31$142,934
Participant contributions at beginning of year2017-12-31$137,598
Other income not declared elsewhere2017-12-31$892
Administrative expenses (other) incurred2017-12-31$1,495
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$1,640,172
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,732,021
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,091,849
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,589,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,954,251
Interest on participant loans2017-12-31$6,203
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,332,671
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$156,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,109,809
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
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 name2017-12-31K.COE-ISOM
Accountancy firm EIN2017-12-31480567703
2016 : VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,744,833
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$878,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$853,612
Expenses. Certain deemed distributions of participant loans2016-12-31$475
Value of total corrective distributions2016-12-31$22,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$988,660
Value of total assets at end of year2016-12-31$10,091,849
Value of total assets at beginning of year2016-12-31$9,225,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,852
Total interest from all sources2016-12-31$4,343
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$250,570
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$250,570
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$757,186
Participant contributions at end of year2016-12-31$137,598
Participant contributions at beginning of year2016-12-31$69,832
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$24,464
Other income not declared elsewhere2016-12-31$260
Administrative expenses (other) incurred2016-12-31$1,852
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$866,197
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,091,849
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,225,652
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$9,954,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,155,820
Interest on participant loans2016-12-31$4,343
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$501,000
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$207,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$853,612
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 name2016-12-31K.COE-ISOM
Accountancy firm EIN2016-12-31480567703
2015 : VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$700,913
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$167,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$159,340
Expenses. Certain deemed distributions of participant loans2015-12-31$455
Value of total corrective distributions2015-12-31$6,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$876,378
Value of total assets at end of year2015-12-31$9,225,652
Value of total assets at beginning of year2015-12-31$8,692,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,600
Total interest from all sources2015-12-31$3,309
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$219,874
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$219,874
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$715,542
Participant contributions at end of year2015-12-31$69,832
Participant contributions at beginning of year2015-12-31$43,192
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$15,715
Administrative expenses (other) incurred2015-12-31$1,600
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$533,228
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,225,652
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,692,424
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$9,155,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,649,232
Interest on participant loans2015-12-31$3,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-398,648
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$145,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$159,340
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 name2015-12-31K.COE-ISOM
Accountancy firm EIN2015-12-31480567703
2014 : VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,169,551
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$209,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$197,395
Expenses. Certain deemed distributions of participant loans2014-12-31$10,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$735,633
Value of total assets at end of year2014-12-31$8,692,424
Value of total assets at beginning of year2014-12-31$7,732,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,055
Total interest from all sources2014-12-31$2,554
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$249,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$249,896
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$616,992
Participant contributions at end of year2014-12-31$43,192
Participant contributions at beginning of year2014-12-31$68,919
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$18,642
Other income not declared elsewhere2014-12-31$4
Administrative expenses (other) incurred2014-12-31$1,055
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$960,386
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,692,424
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,732,038
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$8,649,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,663,119
Interest on participant loans2014-12-31$2,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$181,464
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$99,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$197,395
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 name2014-12-31KCOE ISOM, LLP
Accountancy firm EIN2014-12-31480567703
2013 : VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$2,040,214
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$196,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$179,834
Value of total corrective distributions2013-12-31$15,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$713,670
Value of total assets at end of year2013-12-31$7,732,038
Value of total assets at beginning of year2013-12-31$5,888,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,128
Total interest from all sources2013-12-31$2,866
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$189,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$189,451
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$562,796
Participant contributions at end of year2013-12-31$68,919
Participant contributions at beginning of year2013-12-31$71,646
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$50,874
Administrative expenses (other) incurred2013-12-31$1,128
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$1,843,602
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,732,038
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,888,436
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$7,663,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,816,790
Interest on participant loans2013-12-31$2,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,134,227
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$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$179,834
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 name2013-12-31MATSON-ISOM
Accountancy firm EIN2013-12-31942222122
2012 : VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$1,233,414
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$403,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$388,917
Value of total corrective distributions2012-12-31$13,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$588,036
Value of total assets at end of year2012-12-31$5,888,436
Value of total assets at beginning of year2012-12-31$5,058,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,000
Total interest from all sources2012-12-31$1,947
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$71,933
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$71,933
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$488,036
Participant contributions at end of year2012-12-31$71,646
Participant contributions at beginning of year2012-12-31$41,353
Administrative expenses (other) incurred2012-12-31$1,000
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$830,282
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,888,436
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,058,154
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$5,816,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,016,801
Interest on participant loans2012-12-31$1,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$571,498
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$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$388,917
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 name2012-12-31MATSON-ISOM
Accountancy firm EIN2012-12-31942222122
2011 : VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$443,708
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$288,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$279,972
Value of total corrective distributions2011-12-31$8,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$661,158
Value of total assets at end of year2011-12-31$5,058,154
Value of total assets at beginning of year2011-12-31$4,903,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$565
Total interest from all sources2011-12-31$1,647
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$70,726
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$70,726
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$491,000
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$462,464
Participant contributions at end of year2011-12-31$41,353
Participant contributions at beginning of year2011-12-31$45,377
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$98,694
Administrative expenses (other) incurred2011-12-31$565
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$154,893
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,058,154
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,903,261
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$5,016,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,857,884
Interest on participant loans2011-12-31$1,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-289,823
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$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$279,972
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 name2011-12-31MATSON-ISOM
Accountancy firm EIN2011-12-31942222122
2009 : VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN

2022: VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: VALLEY TRUCK AND TRACTOR CO. 401(K) PROFIT SHARING PLAN 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE4467213
Policy instance 1
Insurance contract or identification numberE4467213
Number of Individuals Covered57
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $14,390
Total amount of fees paid to insurance companyUSD $3,843
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $5,555
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerFEES
Insurance broker nameLAURA RUNYEON

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3