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RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHEAST 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHEAST
Plan identification number 004

RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHEAST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

AAA NORTHEAST has sponsored the creation of one or more 401k plans.

Company Name:AAA NORTHEAST
Employer identification number (EIN):050102480
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about AAA NORTHEAST

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2396117

More information about AAA NORTHEAST

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHEAST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042017-01-01ROBERT WALTERS ROBERT WALTERS2017-10-18
0042016-01-01ROBERT WALTERS ROBERT WALTERS2017-10-13
0042016-01-01 ROBERT WALTERS2017-10-13
0042015-01-01ROBERT WALTERS ROBERT WALTERS2016-10-14

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHEAST

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHEAST

Measure Date Value
2017: RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHEAST 2017 401k membership
Total participants, beginning-of-year2017-01-01101
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHEAST 2016 401k membership
Market value of plan assets2016-12-3111,819,571
Acturial value of plan assets2016-12-3111,819,571
Funding target for retired participants and beneficiaries receiving payment2016-12-315,091,058
Number of terminated vested participants2016-12-3144
Fundng target for terminated vested participants2016-12-31846,666
Active participant vested funding target2016-12-313,278,128
Number of active participants2016-12-3184
Total funding liabilities for active participants2016-12-313,278,128
Total participant count2016-12-31228
Total funding target for all participants2016-12-319,215,852
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-312,467,895
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-312,467,895
Present value of excess contributions2016-12-31940,754
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-311,000,210
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-311,000,210
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-313,508,085
Total employer contributions2016-12-31463,707
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31439,812
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-310
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31439,812
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01228
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-0187
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0114
Total participants2016-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHEAST 2015 401k membership
Total participants, beginning-of-year2015-01-01249
Total number of active participants reported on line 7a of the Form 55002015-01-0184
Number of retired or separated participants receiving benefits2015-01-0186
Number of other retired or separated participants entitled to future benefits2015-01-0144
Total of all active and inactive participants2015-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0114
Total participants2015-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHEAST

Measure Date Value
2017 : RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHEAST 2017 401k financial data
Total of all expenses incurred2017-01-04$41,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-01-04$41,845
Value of total assets at end of year2017-01-04$0
Value of total assets at beginning of year2017-01-04$41,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-01-04Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-01-04$0
Was this plan covered by a fidelity bond2017-01-04Yes
Value of fidelity bond cover2017-01-04$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-01-04$0
Were there any nonexempt tranactions with any party-in-interest2017-01-04No
Total non interest bearing cash at end of year2017-01-04$0
Total non interest bearing cash at beginning of year2017-01-04$41,845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-04No
Value of net income/loss2017-01-04$-41,845
Value of net assets at end of year (total assets less liabilities)2017-01-04$0
Value of net assets at beginning of year (total assets less liabilities)2017-01-04$41,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-01-04No
Were any loans by the plan or fixed income obligations due to the plan in default2017-01-04No
Were any leases to which the plan was party in default or uncollectible2017-01-04No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-01-04No
Was there a failure to transmit to the plan any participant contributions2017-01-04No
Has the plan failed to provide any benefit when due under the plan2017-01-04No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-01-04$41,845
Did the plan have assets held for investment2017-01-04No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-04No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-01-04Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-01-04Yes
Opinion of an independent qualified public accountant for this plan2017-01-04Disclaimer
Accountancy firm name2017-01-04RSM US LLP
Accountancy firm EIN2017-01-04410714325
2016 : RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHEAST 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,797
Total income from all sources (including contributions)2016-12-31$1,599,455
Total of all expenses incurred2016-12-31$13,407,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$13,407,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$463,707
Value of total assets at end of year2016-12-31$41,845
Value of total assets at beginning of year2016-12-31$11,856,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$453
Total interest from all sources2016-12-31$91
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$214,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$214,338
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,102,254
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,048,472
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$6,797
Other income not declared elsewhere2016-12-31$733
Administrative expenses (other) incurred2016-12-31$453
Total non interest bearing cash at end of year2016-12-31$41,845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-11,808,323
Value of net assets at end of year (total assets less liabilities)2016-12-31$41,845
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,850,168
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 beginning of year2016-12-31$8,566,788
Interest earned on other investments2016-12-31$91
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$139,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$403,164
Net investment gain or loss from common/collective trusts2016-12-31$517,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$463,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$13,407,325
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
2015 : RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHEAST 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-28,094
Total unrealized appreciation/depreciation of assets2015-12-31$-28,094
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,797
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$7,411
Total income from all sources (including contributions)2015-12-31$1,176,504
Total loss/gain on sale of assets2015-12-31$-6,866
Total of all expenses incurred2015-12-31$863,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$863,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,000,000
Value of total assets at end of year2015-12-31$11,856,965
Value of total assets at beginning of year2015-12-31$11,544,292
Total interest from all sources2015-12-31$20
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$211,437
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$211,437
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,102,254
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,944,018
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,048,472
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$34,945
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$6,797
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$7,411
Other income not declared elsewhere2015-12-31$7
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$313,287
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,850,168
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,536,881
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$8,566,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,418,486
Income. Interest from US Government securities2015-12-31$20
Asset value of US Government securities at end of year2015-12-31$139,451
Asset value of US Government securities at beginning of year2015-12-31$146,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$863,217
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
Aggregate proceeds on sale of assets2015-12-31$870,270
Aggregate carrying amount (costs) on sale of assets2015-12-31$877,136
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHEAST

2017: RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHEAST 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 filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHEAST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR EMPLOYEES OF AAA NORTHEAST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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