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ONTARIO TRUMANSBURG EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameONTARIO TRUMANSBURG EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 003

ONTARIO TRUMANSBURG EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ONTARIO AND TRUMANSBURG TELEPHONE COMPANIES has sponsored the creation of one or more 401k plans.

Company Name:ONTARIO AND TRUMANSBURG TELEPHONE COMPANIES
Employer identification number (EIN):160578630
NAIC Classification:517000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ONTARIO TRUMANSBURG EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032016-01-01TERRI LANDSCHOOT
0032015-01-01TERRI LANDSCHOOT
0032014-01-01TERRI LANDSCHOOT
0032013-01-01TERRI LANDSCHOOT
0032012-01-01TERRI LANDSCHOOT
0032011-01-01TERRI LANDSCHOOT
0032010-01-01TERRI LANDSCHOOT
0032009-01-01TERRI LANDSCHOOT

Plan Statistics for ONTARIO TRUMANSBURG EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for ONTARIO TRUMANSBURG EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2016: ONTARIO TRUMANSBURG EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0198
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ONTARIO TRUMANSBURG EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01113
Total number of active participants reported on line 7a of the Form 55002015-01-0196
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0198
Total participants2015-01-0198
Number of participants with account balances2015-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: ONTARIO TRUMANSBURG EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0193
Total number of active participants reported on line 7a of the Form 55002014-01-0183
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-0188
Total participants2014-01-0188
Number of participants with account balances2014-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: ONTARIO TRUMANSBURG EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0185
Total number of active participants reported on line 7a of the Form 55002013-01-0173
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0174
Number of participants with account balances2013-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: ONTARIO TRUMANSBURG EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0175
Total number of active participants reported on line 7a of the Form 55002012-01-0164
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0165
Number of participants with account balances2012-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: ONTARIO TRUMANSBURG EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0143
Total number of active participants reported on line 7a of the Form 55002011-01-0140
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0141
Total participants2011-01-0141
Number of participants with account balances2011-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ONTARIO TRUMANSBURG EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0136
Total number of active participants reported on line 7a of the Form 55002010-01-0133
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0135
Number of participants with account balances2010-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: ONTARIO TRUMANSBURG EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0140
Total number of active participants reported on line 7a of the Form 55002009-01-0132
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0132
Total participants2009-01-0132
Number of participants with account balances2009-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on ONTARIO TRUMANSBURG EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2016 : ONTARIO TRUMANSBURG EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$-2,374,335
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$1,019,041
Total income from all sources2016-12-31$191,782
Expenses. Total of all expenses incurred2016-12-31$4,641
Benefits paid (including direct rollovers)2016-12-31$4,641
Total plan assets at end of year2016-12-31$0
Total plan assets at beginning of year2016-12-31$3,206,235
Value of fidelity bond covering the plan2016-12-31$750,000
Other income received2016-12-31$191,782
Net income (gross income less expenses)2016-12-31$187,141
Net plan assets at end of year (total assets less liabilities)2016-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,187,194
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ONTARIO TRUMANSBURG EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$118,083
Total plan liabilities at end of year2015-12-31$1,019,041
Total plan liabilities at beginning of year2015-12-31$1,274,360
Total income from all sources2015-12-31$332,661
Expenses. Total of all expenses incurred2015-12-31$397,228
Benefits paid (including direct rollovers)2015-12-31$308,023
Total plan assets at end of year2015-12-31$3,206,235
Total plan assets at beginning of year2015-12-31$3,408,038
Value of fidelity bond covering the plan2015-12-31$750,000
Expenses. Other expenses not covered elsewhere2015-12-31$89,205
Net income (gross income less expenses)2015-12-31$-64,567
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,187,194
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,133,678
Assets. Value of employer securities2015-12-31$3,206,235
Total contributions received or receivable from employer(s)2015-12-31$332,661
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ONTARIO TRUMANSBURG EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$1,274,360
Total plan liabilities at beginning of year2014-12-31$1,529,679
Total income from all sources2014-12-31$722,203
Expenses. Total of all expenses incurred2014-12-31$232,137
Benefits paid (including direct rollovers)2014-12-31$125,059
Total plan assets at end of year2014-12-31$3,408,038
Total plan assets at beginning of year2014-12-31$3,173,291
Value of fidelity bond covering the plan2014-12-31$750,000
Expenses. Other expenses not covered elsewhere2014-12-31$107,078
Other income received2014-12-31$379,689
Net income (gross income less expenses)2014-12-31$490,066
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,133,678
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,643,612
Assets. Value of employer securities2014-12-31$3,408,038
Total contributions received or receivable from employer(s)2014-12-31$342,514
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ONTARIO TRUMANSBURG EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$1,529,679
Total plan liabilities at beginning of year2013-12-31$1,784,998
Total income from all sources2013-12-31$50,117
Expenses. Total of all expenses incurred2013-12-31$597,063
Benefits paid (including direct rollovers)2013-12-31$472,113
Total plan assets at end of year2013-12-31$3,173,291
Total plan assets at beginning of year2013-12-31$3,975,556
Value of fidelity bond covering the plan2013-12-31$750,000
Expenses. Other expenses not covered elsewhere2013-12-31$124,950
Other income received2013-12-31$-308,586
Net income (gross income less expenses)2013-12-31$-546,946
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,643,612
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,190,558
Assets. Value of employer securities2013-12-31$3,173,291
Total contributions received or receivable from employer(s)2013-12-31$358,703
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ONTARIO TRUMANSBURG EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$1,784,998
Total plan liabilities at beginning of year2012-12-31$2,040,317
Total income from all sources2012-12-31$614,194
Expenses. Total of all expenses incurred2012-12-31$319,378
Benefits paid (including direct rollovers)2012-12-31$176,556
Total plan assets at end of year2012-12-31$3,975,556
Total plan assets at beginning of year2012-12-31$3,936,059
Value of fidelity bond covering the plan2012-12-31$750,000
Expenses. Other expenses not covered elsewhere2012-12-31$142,822
Other income received2012-12-31$239,374
Net income (gross income less expenses)2012-12-31$294,816
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,190,558
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,895,742
Assets. Value of employer securities2012-12-31$3,975,556
Total contributions received or receivable from employer(s)2012-12-31$374,820
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ONTARIO TRUMANSBURG EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$2,040,317
Total plan liabilities at beginning of year2011-12-31$2,295,636
Total income from all sources2011-12-31$504,373
Expenses. Total of all expenses incurred2011-12-31$325,046
Benefits paid (including direct rollovers)2011-12-31$164,352
Total plan assets at end of year2011-12-31$3,936,059
Total plan assets at beginning of year2011-12-31$4,012,051
Value of fidelity bond covering the plan2011-12-31$750,000
Expenses. Other expenses not covered elsewhere2011-12-31$160,694
Other income received2011-12-31$110,213
Net income (gross income less expenses)2011-12-31$179,327
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,895,742
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,716,415
Assets. Value of employer securities2011-12-31$3,936,059
Total contributions received or receivable from employer(s)2011-12-31$394,160
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ONTARIO TRUMANSBURG EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$2,295,636
Total plan liabilities at beginning of year2010-12-31$2,550,955
Total income from all sources2010-12-31$723,408
Expenses. Total of all expenses incurred2010-12-31$337,911
Benefits paid (including direct rollovers)2010-12-31$159,344
Total plan assets at end of year2010-12-31$4,012,051
Total plan assets at beginning of year2010-12-31$3,881,873
Value of fidelity bond covering the plan2010-12-31$750,000
Expenses. Other expenses not covered elsewhere2010-12-31$178,567
Other income received2010-12-31$312,302
Net income (gross income less expenses)2010-12-31$385,497
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,716,415
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,330,918
Assets. Value of employer securities2010-12-31$4,012,051
Total contributions received or receivable from employer(s)2010-12-31$411,106
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ONTARIO TRUMANSBURG EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ONTARIO TRUMANSBURG EMPLOYEE STOCK OWNERSHIP PLAN

2016: ONTARIO TRUMANSBURG EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
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: ONTARIO TRUMANSBURG EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ONTARIO TRUMANSBURG EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ONTARIO TRUMANSBURG EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ONTARIO TRUMANSBURG EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ONTARIO TRUMANSBURG EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ONTARIO TRUMANSBURG EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple 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: ONTARIO TRUMANSBURG EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple 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

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