401k Plan data: BLUE SKY RESTAURANTS RETIREMENT PLAN plan

BLUE SKY RESTAURANTS RETIREMENT PLAN 401k Plan overview

Plan Name	BLUE SKY RESTAURANTS RETIREMENT PLAN
Plan identification number	001

BLUE SKY RESTAURANTS RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
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

ROUTE 120 REALTY COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: ROUTE 120 REALTY COMPANY, INC.

Employer identification number (EIN): 030237672

NAIC Classification: 722511
NAIC Description: Full-Service Restaurants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLUE SKY RESTAURANTS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 JENNIFER PACKARD 2013-07-18 JENNIFER PACKARD 2013-07-18
001 2011-01-01 MARC S. MILOWSKY MARC S. MILOWSKY 2012-10-12
001 2010-01-01 MARC S. MILOWSKY MARC S. MILOWSKY 2011-10-12
001 2009-01-01 MARC S. MILOWSKY MARC S. MILOWSKY 2010-10-13
001 2009-01-01 MARC S. MILOWSKY MARC S. MILOWSKY 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	JENNIFER PACKARD	2013-07-18	JENNIFER PACKARD	2013-07-18
001	2011-01-01	MARC S. MILOWSKY		MARC S. MILOWSKY	2012-10-12
001	2010-01-01	MARC S. MILOWSKY		MARC S. MILOWSKY	2011-10-12
001	2009-01-01	MARC S. MILOWSKY		MARC S. MILOWSKY	2010-10-13
001	2009-01-01	MARC S. MILOWSKY		MARC S. MILOWSKY	2010-10-13

Plan Statistics for BLUE SKY RESTAURANTS RETIREMENT PLAN

401k plan membership statisitcs for BLUE SKY RESTAURANTS RETIREMENT PLAN

Measure Date Value
2011: BLUE SKY RESTAURANTS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 46
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 31
Total of all active and inactive participants 2011-01-01 77
Total participants 2011-01-01 77
Number of participants with account balances 2011-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2010: BLUE SKY RESTAURANTS RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 113
Number of retired or separated participants receiving benefits 2010-01-01 3
Number of other retired or separated participants entitled to future benefits 2010-01-01 13
Total of all active and inactive participants 2010-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 129
Number of participants with account balances 2010-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: BLUE SKY RESTAURANTS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 107
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 12
Total of all active and inactive participants 2009-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 121
Number of participants with account balances 2009-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2011: BLUE SKY RESTAURANTS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	46
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	31
Total of all active and inactive participants	2011-01-01	77
Total participants	2011-01-01	77
Number of participants with account balances	2011-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2010: BLUE SKY RESTAURANTS RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	113
Number of retired or separated participants receiving benefits	2010-01-01	3
Number of other retired or separated participants entitled to future benefits	2010-01-01	13
Total of all active and inactive participants	2010-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	129
Number of participants with account balances	2010-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: BLUE SKY RESTAURANTS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	107
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	12
Total of all active and inactive participants	2009-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	121
Number of participants with account balances	2009-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on BLUE SKY RESTAURANTS RETIREMENT PLAN

Measure	Date	Value
2011 : BLUE SKY RESTAURANTS RETIREMENT PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$974
Total income from all sources (including contributions)	2011-12-31	$154,335
Total of all expenses incurred	2011-12-31	$59,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$55,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$169,426
Value of total assets at end of year	2011-12-31	$1,346,873
Value of total assets at beginning of year	2011-12-31	$1,253,134
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$3,851
Total interest from all sources	2011-12-31	$1,522
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$899
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$899
Administrative expenses professional fees incurred	2011-12-31	$3,380
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$150,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$61,596
Participant contributions at end of year	2011-12-31	$51,883
Participant contributions at beginning of year	2011-12-31	$46,419
Participant contributions at end of year	2011-12-31	$1
Participant contributions at beginning of year	2011-12-31	$1
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$974
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$94,713
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,346,873
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,252,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,187,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,094,732
Interest on participant loans	2011-12-31	$1,522
Income. Interest from loans (other than to participants)	2011-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$5,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$5,760
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-17,512
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$107,830
Employer contributions (assets) at end of year	2011-12-31	$107,830
Employer contributions (assets) at beginning of year	2011-12-31	$106,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$55,771
Contract administrator fees	2011-12-31	$471
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MCSOLEY, MCCOY & CO.
Accountancy firm EIN	2011-12-31	030327374
2010 : BLUE SKY RESTAURANTS RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$974
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$306,996
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$222,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$208,988
Value of total corrective distributions	2010-12-31	$10,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$158,042
Value of total assets at end of year	2010-12-31	$1,253,134
Value of total assets at beginning of year	2010-12-31	$1,167,822
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,755
Total interest from all sources	2010-12-31	$718
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$35,319
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$35,319
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$150,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$51,820
Participant contributions at end of year	2010-12-31	$46,419
Participant contributions at beginning of year	2010-12-31	$3,347
Participant contributions at end of year	2010-12-31	$1
Participant contributions at beginning of year	2010-12-31	$709
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$974
Other income not declared elsewhere	2010-12-31	$5
Administrative expenses (other) incurred	2010-12-31	$2,755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$84,338
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,252,160
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,167,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,094,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,084,260
Interest on participant loans	2010-12-31	$716
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$5,760
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$15,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$15,120
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$112,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$106,222
Employer contributions (assets) at end of year	2010-12-31	$106,222
Employer contributions (assets) at beginning of year	2010-12-31	$64,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$208,988
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MCSOLEY, MCCOY & CO.
Accountancy firm EIN	2010-12-31	030327374
2009 : BLUE SKY RESTAURANTS RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BLUE SKY RESTAURANTS RETIREMENT PLAN

2011: BLUE SKY RESTAURANTS RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: BLUE SKY RESTAURANTS RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BLUE SKY RESTAURANTS RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

100135

Policy instance

Insurance contract or identification number	100135
Number of Individuals Covered	55
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $4,513
Total amount of fees paid to insurance company	USD $4,811
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Company Name:	ROUTE 120 REALTY COMPANY, INC.
Employer identification number (EIN):	030237672
NAIC Classification:	722511
NAIC Description:	Full-Service Restaurants