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PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NamePETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST
Plan identification number 002

PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST Benefits

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

401k Sponsoring company profile

PETER PAN BUS LINES, INC has sponsored the creation of one or more 401k plans.

Company Name:PETER PAN BUS LINES, INC
Employer identification number (EIN):042202752
NAIC Classification:485210
NAIC Description:Interurban and Rural Bus Transportation

Additional information about PETER PAN BUS LINES, INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3037858

More information about PETER PAN BUS LINES, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01BRIAN R. STEFANO2023-10-12
0022021-01-01BRIAN R. STEFANO2022-10-05
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01BRIAN R. STEFANO
0022016-01-01BRIAN R. STEFANO
0022015-01-01BRIAN R. STEFANO
0022014-01-01BRIAN R. STEFANO
0022013-01-01BRIAN R. STEFANO
0022012-01-01BRIAN R. STEFANO
0022011-01-01BRIAN R. STEFANO
0022010-01-01BRIAN R. STEFANO
0022009-01-01BRIAN R. STEFANO BRIAN R. STEFANO2010-10-15

Plan Statistics for PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST

Measure Date Value
2020: PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01122
Total number of active participants reported on line 7a of the Form 55002020-01-0138
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0146
Total of all active and inactive participants2020-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0184
Number of participants with account balances2020-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01123
Total number of active participants reported on line 7a of the Form 55002019-01-01103
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0119
Total of all active and inactive participants2019-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01122
Number of participants with account balances2019-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01123
Total number of active participants reported on line 7a of the Form 55002018-01-01108
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0115
Total of all active and inactive participants2018-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01123
Number of participants with account balances2018-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01125
Total number of active participants reported on line 7a of the Form 55002017-01-01101
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0114
Total of all active and inactive participants2017-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01115
Number of participants with account balances2017-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01129
Total number of active participants reported on line 7a of the Form 55002016-01-01110
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01125
Number of participants with account balances2016-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01133
Total number of active participants reported on line 7a of the Form 55002015-01-01113
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0116
Total of all active and inactive participants2015-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01129
Number of participants with account balances2015-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01140
Total number of active participants reported on line 7a of the Form 55002014-01-01115
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0118
Total of all active and inactive participants2014-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01133
Number of participants with account balances2014-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01152
Total number of active participants reported on line 7a of the Form 55002013-01-01126
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0114
Total of all active and inactive participants2013-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01140
Number of participants with account balances2013-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01172
Total number of active participants reported on line 7a of the Form 55002012-01-01123
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0122
Total of all active and inactive participants2012-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01145
Number of participants with account balances2012-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01176
Total number of active participants reported on line 7a of the Form 55002011-01-01135
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0124
Total of all active and inactive participants2011-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01159
Number of participants with account balances2011-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01190
Total number of active participants reported on line 7a of the Form 55002010-01-01157
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0119
Total of all active and inactive participants2010-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01176
Number of participants with account balances2010-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0114
2009: PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01174
Total number of active participants reported on line 7a of the Form 55002009-01-01159
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0130
Total of all active and inactive participants2009-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01190
Number of participants with account balances2009-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST

Measure Date Value
2020 : PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST 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$764,669
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$741,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$693,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$153,346
Value of total assets at end of year2020-12-31$6,371,596
Value of total assets at beginning of year2020-12-31$6,348,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$48,077
Total interest from all sources2020-12-31$4,881
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
Administrative expenses professional fees incurred2020-12-31$3,422
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$137,179
Participant contributions at end of year2020-12-31$76,505
Participant contributions at beginning of year2020-12-31$88,811
Participant contributions at end of year2020-12-31$3,661
Participant contributions at beginning of year2020-12-31$3,068
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$22,775
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,371,596
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,348,821
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$17,112
Value of interest in pooled separate accounts at end of year2020-12-31$6,274,411
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,223,544
Interest on participant loans2020-12-31$4,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$852
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$852
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$606,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$16,167
Employer contributions (assets) at end of year2020-12-31$16,167
Employer contributions (assets) at beginning of year2020-12-31$32,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$693,817
Contract administrator fees2020-12-31$27,543
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31MEYERS BROTHERS KALICKA,PC
Accountancy firm EIN2020-12-31042713795
2019 : PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$1,284,763
Total income from all sources (including contributions)2019-12-31$1,284,763
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$792,496
Total of all expenses incurred2019-12-31$792,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$740,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$740,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$260,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$260,060
Value of total assets at end of year2019-12-31$6,348,821
Value of total assets at end of year2019-12-31$6,348,821
Value of total assets at beginning of year2019-12-31$5,856,554
Value of total assets at beginning of year2019-12-31$5,856,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$51,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$51,575
Total interest from all sources2019-12-31$4,238
Total interest from all sources2019-12-31$4,238
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$3,868
Administrative expenses professional fees incurred2019-12-31$3,868
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$227,514
Contributions received from participants2019-12-31$227,514
Participant contributions at end of year2019-12-31$88,811
Participant contributions at end of year2019-12-31$88,811
Participant contributions at beginning of year2019-12-31$90,080
Participant contributions at beginning of year2019-12-31$90,080
Participant contributions at end of year2019-12-31$3,068
Participant contributions at end of year2019-12-31$3,068
Participant contributions at beginning of year2019-12-31$6,031
Participant contributions at beginning of year2019-12-31$6,031
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
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$492,267
Value of net income/loss2019-12-31$492,267
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,348,821
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,348,821
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,856,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$18,343
Investment advisory and management fees2019-12-31$18,343
Value of interest in pooled separate accounts at end of year2019-12-31$6,223,544
Value of interest in pooled separate accounts at end of year2019-12-31$6,223,544
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,726,256
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,726,256
Interest on participant loans2019-12-31$4,238
Interest on participant loans2019-12-31$4,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$852
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$852
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,020,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,020,465
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$32,546
Contributions received in cash from employer2019-12-31$32,546
Employer contributions (assets) at end of year2019-12-31$32,546
Employer contributions (assets) at end of year2019-12-31$32,546
Employer contributions (assets) at beginning of year2019-12-31$33,335
Employer contributions (assets) at beginning of year2019-12-31$33,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$740,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$740,921
Contract administrator fees2019-12-31$29,364
Contract administrator fees2019-12-31$29,364
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MEYERS BROTHERS KALICKA,PC
Accountancy firm EIN2019-12-31042713795
Accountancy firm EIN2019-12-31042713795
2018 : PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST 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$0
Total income from all sources (including contributions)2018-12-31$-157,196
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$738,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$709,029
Value of total corrective distributions2018-12-31$666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$257,570
Value of total assets at end of year2018-12-31$5,856,554
Value of total assets at beginning of year2018-12-31$6,751,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$28,495
Total interest from all sources2018-12-31$4,830
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
Administrative expenses professional fees incurred2018-12-31$12,535
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$224,235
Participant contributions at end of year2018-12-31$90,080
Participant contributions at beginning of year2018-12-31$123,588
Participant contributions at end of year2018-12-31$6,031
Participant contributions at beginning of year2018-12-31$3,773
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-895,386
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,856,554
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,751,940
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$2,986
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$5,726,256
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,591,425
Interest on participant loans2018-12-31$4,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$852
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-419,596
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$33,335
Employer contributions (assets) at end of year2018-12-31$33,335
Employer contributions (assets) at beginning of year2018-12-31$33,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$709,029
Contract administrator fees2018-12-31$12,974
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 name2018-12-31MEYERS BROTHERS KALICKA,PC
Accountancy firm EIN2018-12-31042713795
2017 : PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST 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$1,099,964
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$228,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$209,123
Value of total corrective distributions2017-12-31$2,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$235,588
Value of total assets at end of year2017-12-31$6,751,940
Value of total assets at beginning of year2017-12-31$5,880,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$17,045
Total interest from all sources2017-12-31$5,325
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
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$202,434
Participant contributions at end of year2017-12-31$123,588
Participant contributions at beginning of year2017-12-31$129,362
Participant contributions at end of year2017-12-31$3,773
Participant contributions at beginning of year2017-12-31$4,810
Administrative expenses (other) incurred2017-12-31$17,045
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$871,738
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,751,940
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,880,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$6,591,425
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,713,060
Interest on participant loans2017-12-31$5,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$859,051
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$33,154
Employer contributions (assets) at end of year2017-12-31$33,154
Employer contributions (assets) at beginning of year2017-12-31$32,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$209,123
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 name2017-12-31MEYERS BROTHERS KALICKA,PC
Accountancy firm EIN2017-12-31042713795
2016 : PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST 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$532,623
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$287,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$271,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$239,613
Value of total assets at end of year2016-12-31$5,880,202
Value of total assets at beginning of year2016-12-31$5,634,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,979
Total interest from all sources2016-12-31$5,094
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
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$206,643
Participant contributions at end of year2016-12-31$129,362
Participant contributions at beginning of year2016-12-31$71,678
Participant contributions at end of year2016-12-31$4,810
Participant contributions at beginning of year2016-12-31$8,504
Administrative expenses (other) incurred2016-12-31$15,979
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$245,621
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,880,202
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,634,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$5,713,060
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,517,869
Interest on participant loans2016-12-31$5,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$287,916
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$32,970
Employer contributions (assets) at end of year2016-12-31$32,970
Employer contributions (assets) at beginning of year2016-12-31$32,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$271,023
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 name2016-12-31MEYERS BROTHERS KALICKA,PC
Accountancy firm EIN2016-12-31042713795
2015 : PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$23,711
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$404,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$392,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$245,743
Value of total assets at end of year2015-12-31$5,634,581
Value of total assets at beginning of year2015-12-31$6,015,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,736
Total interest from all sources2015-12-31$2,512
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$212,944
Participant contributions at end of year2015-12-31$71,678
Participant contributions at beginning of year2015-12-31$40,194
Participant contributions at end of year2015-12-31$8,504
Participant contributions at beginning of year2015-12-31$2,879
Administrative expenses (other) incurred2015-12-31$11,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-380,809
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,634,581
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,015,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,517,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,920,907
Interest on participant loans2015-12-31$2,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,731
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$14,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$14,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-224,544
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$32,799
Employer contributions (assets) at end of year2015-12-31$32,799
Employer contributions (assets) at beginning of year2015-12-31$36,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$392,784
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 name2015-12-31MEYERS BROTHERS KALICKA,PC
Accountancy firm EIN2015-12-31042713795
2014 : PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$406,685
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$938,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$913,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$267,861
Value of total assets at end of year2014-12-31$6,015,390
Value of total assets at beginning of year2014-12-31$6,547,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$25,101
Total interest from all sources2014-12-31$2,826
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$230,960
Participant contributions at end of year2014-12-31$40,194
Participant contributions at beginning of year2014-12-31$94,157
Participant contributions at end of year2014-12-31$2,879
Participant contributions at beginning of year2014-12-31$4,072
Administrative expenses (other) incurred2014-12-31$25,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-531,664
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,015,390
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,547,054
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$5,920,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,383,568
Interest on participant loans2014-12-31$2,826
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$14,509
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$30,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$30,302
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$135,998
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$36,901
Employer contributions (assets) at end of year2014-12-31$36,901
Employer contributions (assets) at beginning of year2014-12-31$34,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$913,248
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 name2014-12-31MEYERS BROTHERS KALICKA,PC
Accountancy firm EIN2014-12-31042713795
2013 : PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,079,102
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$345,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$340,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$267,838
Value of total assets at end of year2013-12-31$6,547,054
Value of total assets at beginning of year2013-12-31$5,813,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,839
Total interest from all sources2013-12-31$4,871
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
Administrative expenses professional fees incurred2013-12-31$4,353
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$232,883
Participant contributions at end of year2013-12-31$94,157
Participant contributions at beginning of year2013-12-31$131,511
Participant contributions at end of year2013-12-31$4,072
Participant contributions at beginning of year2013-12-31$4,006
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$733,315
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,547,054
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,813,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,383,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,638,041
Interest on participant loans2013-12-31$4,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$30,302
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$806,393
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$34,955
Employer contributions (assets) at end of year2013-12-31$34,955
Employer contributions (assets) at beginning of year2013-12-31$36,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$340,948
Contract administrator fees2013-12-31$486
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MEYERS BROTHERS KALICKA,PC
Accountancy firm EIN2013-12-31042713795
2012 : PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$924,403
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$851,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$835,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$274,942
Value of total assets at end of year2012-12-31$5,813,739
Value of total assets at beginning of year2012-12-31$5,741,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$16,613
Total interest from all sources2012-12-31$4,381
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$16,187
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$238,680
Participant contributions at end of year2012-12-31$131,511
Participant contributions at beginning of year2012-12-31$94,185
Participant contributions at end of year2012-12-31$4,006
Participant contributions at beginning of year2012-12-31$3,967
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$72,717
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,813,739
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,741,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,638,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,601,597
Interest on participant loans2012-12-31$4,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,919
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$509
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$509
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$645,080
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$36,262
Employer contributions (assets) at end of year2012-12-31$36,262
Employer contributions (assets) at beginning of year2012-12-31$40,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$835,073
Contract administrator fees2012-12-31$426
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 name2012-12-31MEYERS BROTHERS KALICKA,PC
Accountancy firm EIN2012-12-31042713795
2011 : PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$935,689
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,022,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,005,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,155,663
Value of total assets at end of year2011-12-31$5,741,022
Value of total assets at beginning of year2011-12-31$5,827,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,827
Total interest from all sources2011-12-31$3,744
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$16,286
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
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$269,264
Participant contributions at end of year2011-12-31$94,185
Participant contributions at beginning of year2011-12-31$109,406
Participant contributions at end of year2011-12-31$3,967
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$795,277
Administrative expenses (other) incurred2011-12-31$83
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-86,697
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,741,022
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,827,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,601,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,987,971
Interest on participant loans2011-12-31$3,740
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$1,730,342
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$509
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-223,718
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$91,122
Employer contributions (assets) at end of year2011-12-31$40,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,005,559
Contract administrator fees2011-12-31$458
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31MEYERS BROTHERS KALICKA,PC
Accountancy firm EIN2011-12-31042713795
2010 : PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$827,888
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$185,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$155,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$321,142
Value of total assets at end of year2010-12-31$5,827,719
Value of total assets at beginning of year2010-12-31$5,185,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$30,360
Total interest from all sources2010-12-31$6,602
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$76,016
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$76,016
Administrative expenses professional fees incurred2010-12-31$12,575
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$285,234
Participant contributions at end of year2010-12-31$109,406
Participant contributions at beginning of year2010-12-31$136,699
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$642,233
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,827,719
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,185,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$11,993
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,987,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,789,809
Interest on participant loans2010-12-31$6,602
Value of interest in common/collective trusts at end of year2010-12-31$1,730,342
Value of interest in common/collective trusts at beginning of year2010-12-31$3,258,978
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$374,200
Net investment gain or loss from common/collective trusts2010-12-31$49,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$35,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$155,295
Contract administrator fees2010-12-31$5,792
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MEYERS BROTHERS KALICKA, PC
Accountancy firm EIN2010-12-31042713795

Form 5500 Responses for PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST

2020: PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST 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: PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST 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: PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST 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: PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST 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: PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST 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: PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST 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: PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST 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: PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST 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: PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST 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: PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99375
Policy instance 1
Insurance contract or identification number99375
Number of Individuals Covered118
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 $6,321
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6321
Additional information about fees paid to insurance brokerTPA FEES & TPA COMPENSATION & OTHER ALLOWANCES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99375
Policy instance 1
Insurance contract or identification number99375
Number of Individuals Covered126
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 $7,106
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6899
Additional information about fees paid to insurance brokerTPA FEES & TPA COMPENSATION & OTHER ALLOWANCES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99375
Policy instance 1
Insurance contract or identification number99375
Number of Individuals Covered128
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $17,772
Total amount of fees paid to insurance companyUSD $9,643
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,772
Amount paid for insurance broker fees2649
Additional information about fees paid to insurance brokerOTHER ALLOWANCES
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99375
Policy instance 1
Insurance contract or identification number99375
Number of Individuals Covered124
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $18,450
Total amount of fees paid to insurance companyUSD $9,714
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,450
Amount paid for insurance broker fees2452
Additional information about fees paid to insurance brokerOTHER ALLOWANCES
Insurance broker organization code?3
Insurance broker namePASI, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99375
Policy instance 1
Insurance contract or identification number99375
Number of Individuals Covered134
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $17,211
Total amount of fees paid to insurance companyUSD $10,424
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,211
Amount paid for insurance broker fees2338
Additional information about fees paid to insurance brokerOTHER ALLOWANCES
Insurance broker organization code?3
Insurance broker namePASI, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99375
Policy instance 1
Insurance contract or identification number99375
Number of Individuals Covered141
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $18,343
Total amount of fees paid to insurance companyUSD $10,012
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,343
Amount paid for insurance broker fees2499
Additional information about fees paid to insurance brokerOTHER ALLOWANCES
Insurance broker organization code?3
Insurance broker namePASI, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99375
Policy instance 1
Insurance contract or identification number99375
Number of Individuals Covered146
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $17,436
Total amount of fees paid to insurance companyUSD $13,382
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,436
Amount paid for insurance broker fees2339
Additional information about fees paid to insurance brokerOTHER ALLOWANCES
Insurance broker organization code?3
Insurance broker namePASI, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99375
Policy instance 1
Insurance contract or identification number99375
Number of Individuals Covered148
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $15,553
Total amount of fees paid to insurance companyUSD $15,686
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,553
Amount paid for insurance broker fees3064
Additional information about fees paid to insurance brokerOTHER ALLOWANCES
Insurance broker organization code?3
Insurance broker namePASI, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99375
Policy instance 1
Insurance contract or identification number99375
Number of Individuals Covered169
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $45,484
Total amount of fees paid to insurance companyUSD $15,919
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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