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NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameNORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 002

NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NORTHERN REFRIGERATED TRANSPORTATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:NORTHERN REFRIGERATED TRANSPORTATION, INC.
Employer identification number (EIN):953137599
NAIC Classification:484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DANIEL WATSON
0022016-01-01DANIEL WATSON
0022015-01-01DANIEL WATSON
0022014-01-01DANIEL WATSON
0022013-01-01DANIEL WATSON
0022012-01-01DANIEL WATSON
0022011-07-01DANIEL WATSON
0022009-07-01DANIEL WATSON

Plan Statistics for NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01409
Total number of active participants reported on line 7a of the Form 55002022-01-01278
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01124
Total of all active and inactive participants2022-01-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01402
Number of participants with account balances2022-01-01400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0134
2021: NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01401
Total number of active participants reported on line 7a of the Form 55002021-01-01294
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0195
Total of all active and inactive participants2021-01-01389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01390
Number of participants with account balances2021-01-01388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0117
2020: NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01397
Total number of active participants reported on line 7a of the Form 55002020-01-01295
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0180
Total of all active and inactive participants2020-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01376
Number of participants with account balances2020-01-01375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0117
2019: NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01366
Total number of active participants reported on line 7a of the Form 55002019-01-01270
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0193
Total of all active and inactive participants2019-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01363
Number of participants with account balances2019-01-01360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0118
2018: NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01338
Total number of active participants reported on line 7a of the Form 55002018-01-01258
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0177
Total of all active and inactive participants2018-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01335
Number of participants with account balances2018-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0118
2017: NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01397
Total number of active participants reported on line 7a of the Form 55002017-01-01254
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0169
Total of all active and inactive participants2017-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01323
Number of participants with account balances2017-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0119
2016: NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01384
Total number of active participants reported on line 7a of the Form 55002016-01-01253
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01119
Total of all active and inactive participants2016-01-01372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01374
Number of participants with account balances2016-01-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01341
Total number of active participants reported on line 7a of the Form 55002015-01-01220
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01113
Total of all active and inactive participants2015-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01334
Number of participants with account balances2015-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0116
2014: NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01343
Total number of active participants reported on line 7a of the Form 55002014-01-01208
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01109
Total of all active and inactive participants2014-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01319
Number of participants with account balances2014-01-01319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01302
Total number of active participants reported on line 7a of the Form 55002013-01-01211
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01103
Total of all active and inactive participants2013-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01316
Number of participants with account balances2013-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01283
Total number of active participants reported on line 7a of the Form 55002012-01-01205
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0195
Total of all active and inactive participants2012-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01302
Number of participants with account balances2012-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01296
Total number of active participants reported on line 7a of the Form 55002011-07-01188
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0193
Total of all active and inactive participants2011-07-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-012
Total participants2011-07-01283
Number of participants with account balances2011-07-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-014
2009: NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01304
Total number of active participants reported on line 7a of the Form 55002009-07-01217
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01103
Total of all active and inactive participants2009-07-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-013
Total participants2009-07-01323
Number of participants with account balances2009-07-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0122

Financial Data on NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$250
Total income from all sources (including contributions)2022-12-31$-2,044,620
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,534,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,488,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,582,019
Value of total assets at end of year2022-12-31$27,769,300
Value of total assets at beginning of year2022-12-31$31,348,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$45,560
Total interest from all sources2022-12-31$38,971
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
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$1,249,974
Participant contributions at end of year2022-12-31$688,130
Participant contributions at beginning of year2022-12-31$566,331
Participant contributions at end of year2022-12-31$28,652
Participant contributions at beginning of year2022-12-31$42,395
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$45,276
Other income not declared elsewhere2022-12-31$23,114
Administrative expenses (other) incurred2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,579,099
Value of net assets at end of year (total assets less liabilities)2022-12-31$27,769,050
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$31,348,149
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
Investment advisory and management fees2022-12-31$45,560
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$19,966,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$25,611,856
Interest on participant loans2022-12-31$38,971
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,788,875
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,861,706
Net investment gain/loss from pooled separate accounts2022-12-31$-4,739,030
Net investment gain or loss from common/collective trusts2022-12-31$50,306
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$1,286,769
Employer contributions (assets) at end of year2022-12-31$1,296,769
Employer contributions (assets) at beginning of year2022-12-31$1,266,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,488,919
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
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$250
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$250
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ATHERTON & ASSOCIATES, LLP
Accountancy firm EIN2022-12-31941239084
2021 : NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$250
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$5,585,561
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,697,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,625,748
Expenses. Certain deemed distributions of participant loans2021-12-31$8,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,552,193
Value of total assets at end of year2021-12-31$31,348,399
Value of total assets at beginning of year2021-12-31$27,459,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$62,987
Total interest from all sources2021-12-31$34,285
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
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
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$1,167,075
Participant contributions at end of year2021-12-31$566,331
Participant contributions at beginning of year2021-12-31$582,289
Participant contributions at end of year2021-12-31$42,395
Participant contributions at beginning of year2021-12-31$1,409
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$119,007
Other income not declared elsewhere2021-12-31$17,185
Administrative expenses (other) incurred2021-12-31$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$3,888,485
Value of net assets at end of year (total assets less liabilities)2021-12-31$31,348,149
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$27,459,664
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
Investment advisory and management fees2021-12-31$62,987
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$25,611,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$23,297,333
Interest on participant loans2021-12-31$34,285
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,861,706
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,398,057
Net investment gain/loss from pooled separate accounts2021-12-31$2,951,552
Net investment gain or loss from common/collective trusts2021-12-31$30,346
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$1,266,111
Employer contributions (assets) at end of year2021-12-31$1,266,111
Employer contributions (assets) at beginning of year2021-12-31$1,180,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,625,748
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
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$250
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ATHERTON & ASSOCIATES, LLP
Accountancy firm EIN2021-12-31941239084
2020 : NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$4,966,921
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,042,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$998,545
Expenses. Certain deemed distributions of participant loans2020-12-31$10,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,143,005
Value of total assets at end of year2020-12-31$27,459,664
Value of total assets at beginning of year2020-12-31$23,535,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$33,450
Total interest from all sources2020-12-31$41,283
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
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
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$956,249
Participant contributions at end of year2020-12-31$582,289
Participant contributions at beginning of year2020-12-31$611,815
Participant contributions at end of year2020-12-31$1,409
Participant contributions at beginning of year2020-12-31$24
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$6,180
Administrative expenses (other) incurred2020-12-31$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$3,923,959
Value of net assets at end of year (total assets less liabilities)2020-12-31$27,459,664
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$23,535,705
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
Investment advisory and management fees2020-12-31$33,450
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$23,297,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$20,746,702
Interest on participant loans2020-12-31$41,283
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,398,057
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,124,474
Net investment gain/loss from pooled separate accounts2020-12-31$2,746,901
Net investment gain or loss from common/collective trusts2020-12-31$35,732
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,180,576
Employer contributions (assets) at end of year2020-12-31$1,180,576
Employer contributions (assets) at beginning of year2020-12-31$1,052,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$998,545
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 name2020-12-31ATHERTON & ASSOCIATES, LLP
Accountancy firm EIN2020-12-31941239084
2019 : NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$5,585,773
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,510,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,474,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,917,222
Value of total assets at end of year2019-12-31$23,535,705
Value of total assets at beginning of year2019-12-31$19,460,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$35,616
Total interest from all sources2019-12-31$35,691
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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$855,945
Participant contributions at end of year2019-12-31$611,815
Participant contributions at beginning of year2019-12-31$475,719
Participant contributions at end of year2019-12-31$24
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$8,587
Other income not declared elsewhere2019-12-31$-5,000
Administrative expenses (other) incurred2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,075,422
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,535,705
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,460,283
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
Investment advisory and management fees2019-12-31$35,616
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,746,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,999,985
Interest on participant loans2019-12-31$35,691
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,124,474
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,057,355
Net investment gain/loss from pooled separate accounts2019-12-31$3,601,220
Net investment gain or loss from common/collective trusts2019-12-31$36,640
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$1,052,690
Employer contributions (assets) at end of year2019-12-31$1,052,690
Employer contributions (assets) at beginning of year2019-12-31$927,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,474,735
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 name2019-12-31WITHUMSMITH + BROWN
Accountancy firm EIN2019-12-31222027092
2018 : NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$649,839
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,292,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,254,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,654,527
Value of total assets at end of year2018-12-31$19,460,283
Value of total assets at beginning of year2018-12-31$20,103,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$38,421
Total interest from all sources2018-12-31$22,510
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
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
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$777,303
Participant contributions at end of year2018-12-31$475,719
Participant contributions at beginning of year2018-12-31$475,235
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-642,824
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,460,283
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,103,107
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
Investment advisory and management fees2018-12-31$38,421
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$16,999,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$17,627,717
Interest on participant loans2018-12-31$22,510
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,057,355
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,053,939
Net investment gain/loss from pooled separate accounts2018-12-31$-1,027,198
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$877,224
Employer contributions (assets) at end of year2018-12-31$927,224
Employer contributions (assets) at beginning of year2018-12-31$946,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,254,242
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 name2018-12-31KSJG, LLP
Accountancy firm EIN2018-12-31953322166
2017 : NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$4,152,032
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,359,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,312,936
Expenses. Certain deemed distributions of participant loans2017-12-31$1,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,673,386
Value of total assets at end of year2017-12-31$20,103,107
Value of total assets at beginning of year2017-12-31$17,310,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$45,073
Total interest from all sources2017-12-31$17,526
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
Administrative expenses professional fees incurred2017-12-31$8,500
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$675,361
Participant contributions at end of year2017-12-31$475,235
Participant contributions at beginning of year2017-12-31$468,576
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$51,809
Other income not declared elsewhere2017-12-31$-1,599
Administrative expenses (other) incurred2017-12-31$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$2,792,628
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,103,107
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,310,479
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$2,877
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$17,627,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,639,541
Interest on participant loans2017-12-31$17,526
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,053,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,300,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,462,719
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$946,216
Employer contributions (assets) at end of year2017-12-31$946,216
Employer contributions (assets) at beginning of year2017-12-31$902,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,312,936
Contract administrator fees2017-12-31$33,696
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 name2017-12-31KSJG, LLP
Accountancy firm EIN2017-12-31953322166
2016 : NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$2,563,962
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$525,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$504,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,554,676
Value of total assets at end of year2016-12-31$17,310,479
Value of total assets at beginning of year2016-12-31$15,272,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$21,425
Total interest from all sources2016-12-31$13,873
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$8,500
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$578,312
Participant contributions at end of year2016-12-31$468,576
Participant contributions at beginning of year2016-12-31$460,956
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$74,112
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,038,340
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,310,479
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,272,139
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
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$14,639,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,899,873
Interest on participant loans2016-12-31$13,873
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,300,110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,149,860
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$995,413
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$902,252
Employer contributions (assets) at end of year2016-12-31$902,252
Employer contributions (assets) at beginning of year2016-12-31$761,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$504,197
Contract administrator fees2016-12-31$12,925
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 name2016-12-31KUSHNER, SMITH, JOANOU, AND GREGSON
Accountancy firm EIN2016-12-31953322166
2015 : NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total income from all sources (including contributions)2015-12-31$964,050
Total of all expenses incurred2015-12-31$1,466,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,431,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,285,038
Value of total assets at end of year2015-12-31$15,272,139
Value of total assets at beginning of year2015-12-31$15,774,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$34,430
Total interest from all sources2015-12-31$16,321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$6,100
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$493,295
Participant contributions at end of year2015-12-31$460,956
Participant contributions at beginning of year2015-12-31$497,617
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$30,293
Administrative expenses (other) incurred2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-502,050
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,272,139
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,774,189
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
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,899,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,304,165
Interest on participant loans2015-12-31$16,321
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,149,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,244,114
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-337,309
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$761,450
Employer contributions (assets) at end of year2015-12-31$761,450
Employer contributions (assets) at beginning of year2015-12-31$728,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,431,670
Contract administrator fees2015-12-31$28,330
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 name2015-12-31KUSHNER, SMITH, JOANOU, AND GREGSON
Accountancy firm EIN2015-12-31953322166
2014 : NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,343
Total income from all sources (including contributions)2014-12-31$1,897,376
Total of all expenses incurred2014-12-31$927,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$900,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,145,029
Value of total assets at end of year2014-12-31$15,774,189
Value of total assets at beginning of year2014-12-31$14,805,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$27,213
Total interest from all sources2014-12-31$14,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$5,750
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 period2014-12-31Yes
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$429,296
Participant contributions at end of year2014-12-31$497,617
Participant contributions at beginning of year2014-12-31$369,837
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,343
Other income not declared elsewhere2014-12-31$1,851
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$969,821
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,774,189
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,804,368
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$13,304,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,330,234
Interest on participant loans2014-12-31$14,286
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,244,114
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,402,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$736,210
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$715,733
Employer contributions (assets) at end of year2014-12-31$728,293
Employer contributions (assets) at beginning of year2014-12-31$702,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$900,342
Contract administrator fees2014-12-31$21,463
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31JWT AND ASSOCIATES, LLP
Accountancy firm EIN2014-12-31472718509
2013 : NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,343
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,148,302
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$605,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$589,192
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,094,056
Value of total assets at end of year2013-12-31$14,805,711
Value of total assets at beginning of year2013-12-31$12,261,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$16,672
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$11,783
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
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$391,381
Participant contributions at end of year2013-12-31$369,837
Participant contributions at beginning of year2013-12-31$384,014
Participant contributions at beginning of year2013-12-31$16,500
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,343
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$2,542,438
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,804,368
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,261,930
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
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,330,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,793,036
Interest on participant loans2013-12-31$11,783
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,402,965
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,417,983
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,042,463
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
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$702,675
Employer contributions (assets) at end of year2013-12-31$702,675
Employer contributions (assets) at beginning of year2013-12-31$650,397
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$589,192
Contract administrator fees2013-12-31$16,672
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
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
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 name2013-12-31TCA PARTNERS, LLP
Accountancy firm EIN2013-12-31202707086
2012 : NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
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$2,218,992
Total of all expenses incurred2012-12-31$366,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$345,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,008,293
Value of total assets at end of year2012-12-31$12,261,930
Value of total assets at beginning of year2012-12-31$10,409,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$20,595
Total interest from all sources2012-12-31$12,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$5,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
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$348,703
Participant contributions at end of year2012-12-31$384,014
Participant contributions at beginning of year2012-12-31$394,670
Participant contributions at end of year2012-12-31$16,500
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$9,193
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,852,596
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,261,930
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,409,334
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$9,793,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,142,690
Interest on participant loans2012-12-31$12,424
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,417,983
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,555,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,198,275
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$650,397
Employer contributions (assets) at end of year2012-12-31$650,397
Employer contributions (assets) at beginning of year2012-12-31$316,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$345,801
Contract administrator fees2012-12-31$15,595
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 name2012-12-31TCA PARTNERS, LLP
Accountancy firm EIN2012-12-31202707086
2011 : NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
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$113,764
Total income from all sources (including contributions)2011-12-31$-24,086
Total of all expenses incurred2011-12-31$344,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$327,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$483,816
Value of total assets at end of year2011-12-31$10,409,334
Value of total assets at beginning of year2011-12-31$10,891,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,874
Total interest from all sources2011-12-31$5,722
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$250,000
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$167,510
Participant contributions at end of year2011-12-31$394,670
Participant contributions at beginning of year2011-12-31$364,840
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$113,764
Other income not declared elsewhere2011-12-31$104,765
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-368,794
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,409,334
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,778,128
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$8,142,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,819,116
Interest on participant loans2011-12-31$5,722
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,555,668
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,449,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-618,389
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$316,306
Employer contributions (assets) at end of year2011-12-31$316,306
Employer contributions (assets) at beginning of year2011-12-31$258,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$327,834
Contract administrator fees2011-12-31$16,874
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 name2011-12-31TCA PARTNERS, LLP
Accountancy firm EIN2011-12-31202707086
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$113,764
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$113,764
Total income from all sources (including contributions)2011-06-30$2,293,395
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$503,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$482,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$630,627
Value of total assets at end of year2011-06-30$10,891,892
Value of total assets at beginning of year2011-06-30$9,101,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$20,721
Total interest from all sources2011-06-30$15,069
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$250,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$371,728
Participant contributions at end of year2011-06-30$364,840
Participant contributions at beginning of year2011-06-30$351,382
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$113,764
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$113,764
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,790,054
Value of net assets at end of year (total assets less liabilities)2011-06-30$10,778,128
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$8,988,074
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$20,721
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$8,819,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$7,277,080
Income. Interest from loans (other than to participants)2011-06-30$15,069
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$1,449,037
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$1,473,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$1,647,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$258,899
Employer contributions (assets) at end of year2011-06-30$258,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$482,620
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30TCA PARTNERS, LLP
Accountancy firm EIN2011-06-30202707086
2010 : NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 401(K) PROFIT SHARING PLAN

2022: NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
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: NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: NORTHERN REFRIGERATED TRANSPORTATION, INC./POPPY STATE EXPRESS, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812657
Policy instance 1
Insurance contract or identification number812657
Number of Individuals Covered400
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812657
Policy instance 1
Insurance contract or identification number812657
Number of Individuals Covered390
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812657
Policy instance 1
Insurance contract or identification number812657
Number of Individuals Covered375
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,757
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 $0
Amount paid for insurance broker fees10757
Additional information about fees paid to insurance brokerTPA SERVICE PROGRAM FEES
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812657
Policy instance 1
Insurance contract or identification number812657
Number of Individuals Covered360
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,946
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 $0
Amount paid for insurance broker fees9946
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812657
Policy instance 1
Insurance contract or identification number812657
Number of Individuals Covered331
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,524
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
Amount paid for insurance broker fees9524
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812657
Policy instance 1
Insurance contract or identification number812657
Number of Individuals Covered318
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $23,489
Total amount of fees paid to insurance companyUSD $8,229
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 $23,489
Insurance broker organization code?3
Amount paid for insurance broker fees8229
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker nameHICKS PENSION SERVICES

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