401k Plan data: P & B TRANSPORTATION, INC. SAVINGS PLAN plan

P & B TRANSPORTATION, INC. SAVINGS PLAN 401k Plan overview

Plan Name	P & B TRANSPORTATION, INC. SAVINGS PLAN
Plan identification number	001

P & B TRANSPORTATION, INC. SAVINGS PLAN Benefits

401k Plan Type

Defined 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

P & B TRANSPORTATION, INC. has sponsored the creation of one or more 401k plans.

Company Name: P & B TRANSPORTATION, INC.

Employer identification number (EIN): 251676640

NAIC Classification: 484110
NAIC Description: General Freight Trucking, Local

Form 5500 Filing Information

Submission information for form 5500 for 401k plan P & B TRANSPORTATION, INC. SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 BONNIE S. LANTZ 2023-05-30
001 2021-01-01 BONNIE LANTZ 2022-05-03
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 SEAN LANTZ SEAN LANTZ 2015-04-29
001 2013-01-01 SEAN LANTZ SEAN LANTZ 2014-04-03
001 2012-01-01 SEAN LANTZ SEAN LANTZ 2013-07-08
001 2011-01-01 SEAN LANTZ SEAN LANTZ 2012-05-07
001 2010-01-01 SEAN LANTZ SEAN LANTZ 2011-06-10
001 2009-01-01 SEAN LANTZ SEAN LANTZ 2010-06-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	BONNIE S. LANTZ	2023-05-30
001	2021-01-01	BONNIE LANTZ	2022-05-03
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	SEAN LANTZ		SEAN LANTZ	2015-04-29
001	2013-01-01	SEAN LANTZ		SEAN LANTZ	2014-04-03
001	2012-01-01	SEAN LANTZ		SEAN LANTZ	2013-07-08
001	2011-01-01	SEAN LANTZ		SEAN LANTZ	2012-05-07
001	2010-01-01	SEAN LANTZ		SEAN LANTZ	2011-06-10
001	2009-01-01	SEAN LANTZ		SEAN LANTZ	2010-06-10

Plan Statistics for P & B TRANSPORTATION, INC. SAVINGS PLAN

401k plan membership statisitcs for P & B TRANSPORTATION, INC. SAVINGS PLAN

Measure Date Value
2014: P & B TRANSPORTATION, INC. SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 42
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 9
Total of all active and inactive participants 2014-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 51
Number of participants with account balances 2014-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: P & B TRANSPORTATION, INC. SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 42
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 7
Total of all active and inactive participants 2013-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 49
Number of participants with account balances 2013-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: P & B TRANSPORTATION, INC. SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 44
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 9
Total of all active and inactive participants 2012-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 53
Number of participants with account balances 2012-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: P & B TRANSPORTATION, INC. SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 37
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 7
Total of all active and inactive participants 2011-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 44
Number of participants with account balances 2011-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: P & B TRANSPORTATION, INC. SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 43
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 6
Total of all active and inactive participants 2010-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 49
Number of participants with account balances 2010-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: P & B TRANSPORTATION, INC. SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 36
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 17
Total of all active and inactive participants 2009-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 53
Number of participants with account balances 2009-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: P & B TRANSPORTATION, INC. SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	42
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	9
Total of all active and inactive participants	2014-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	51
Number of participants with account balances	2014-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: P & B TRANSPORTATION, INC. SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	42
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	7
Total of all active and inactive participants	2013-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	49
Number of participants with account balances	2013-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: P & B TRANSPORTATION, INC. SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	44
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	9
Total of all active and inactive participants	2012-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	53
Number of participants with account balances	2012-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: P & B TRANSPORTATION, INC. SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	37
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	7
Total of all active and inactive participants	2011-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	44
Number of participants with account balances	2011-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: P & B TRANSPORTATION, INC. SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	43
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	6
Total of all active and inactive participants	2010-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	49
Number of participants with account balances	2010-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: P & B TRANSPORTATION, INC. SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	36
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	17
Total of all active and inactive participants	2009-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	53
Number of participants with account balances	2009-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on P & B TRANSPORTATION, INC. SAVINGS PLAN

Measure	Date	Value
2014 : P & B TRANSPORTATION, INC. SAVINGS PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$168,856
Expenses. Total of all expenses incurred	2014-12-31	$33,793
Benefits paid (including direct rollovers)	2014-12-31	$19,009
Total plan assets at end of year	2014-12-31	$1,593,356
Total plan assets at beginning of year	2014-12-31	$1,458,293
Value of fidelity bond covering the plan	2014-12-31	$159,336
Total contributions received or receivable from participants	2014-12-31	$90,132
Contributions received from other sources (not participants or employers)	2014-12-31	$14,518
Other income received	2014-12-31	$64,206
Net income (gross income less expenses)	2014-12-31	$135,063
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,593,356
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,458,293
Assets. Value of participant loans	2014-12-31	$37,751
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$14,784
2013 : P & B TRANSPORTATION, INC. SAVINGS PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$332,608
Expenses. Total of all expenses incurred	2013-12-31	$110,925
Benefits paid (including direct rollovers)	2013-12-31	$70,308
Total plan assets at end of year	2013-12-31	$1,458,293
Total plan assets at beginning of year	2013-12-31	$1,236,610
Value of fidelity bond covering the plan	2013-12-31	$125,000
Total contributions received or receivable from participants	2013-12-31	$91,352
Contributions received from other sources (not participants or employers)	2013-12-31	$53,344
Other income received	2013-12-31	$187,912
Net income (gross income less expenses)	2013-12-31	$221,683
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,458,293
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,236,610
Assets. Value of participant loans	2013-12-31	$59,175
Value of certain deemed distributions of participant loans	2013-12-31	$26,153
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$14,464
2012 : P & B TRANSPORTATION, INC. SAVINGS PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$155,894
Expenses. Total of all expenses incurred	2012-12-31	$49,341
Benefits paid (including direct rollovers)	2012-12-31	$20,579
Total plan assets at end of year	2012-12-31	$1,236,610
Total plan assets at beginning of year	2012-12-31	$1,130,057
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$64,800
Other income received	2012-12-31	$91,094
Net income (gross income less expenses)	2012-12-31	$106,553
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,236,610
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,130,057
Assets. Value of participant loans	2012-12-31	$87,222
Value of certain deemed distributions of participant loans	2012-12-31	$15,304
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$13,458
2011 : P & B TRANSPORTATION, INC. SAVINGS PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$61,597
Expenses. Total of all expenses incurred	2011-12-31	$53,238
Benefits paid (including direct rollovers)	2011-12-31	$41,162
Total plan assets at end of year	2011-12-31	$1,130,057
Total plan assets at beginning of year	2011-12-31	$1,121,698
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$59,051
Other income received	2011-12-31	$2,546
Net income (gross income less expenses)	2011-12-31	$8,359
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,130,057
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,121,698
Assets. Value of participant loans	2011-12-31	$94,531
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$12,076
2010 : P & B TRANSPORTATION, INC. SAVINGS PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$157,902
Expenses. Total of all expenses incurred	2010-12-31	$81,987
Benefits paid (including direct rollovers)	2010-12-31	$68,465
Total plan assets at end of year	2010-12-31	$1,121,698
Total plan assets at beginning of year	2010-12-31	$1,045,783
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$51,361
Other income received	2010-12-31	$106,541
Net income (gross income less expenses)	2010-12-31	$75,915
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,121,698
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,045,783
Assets. Value of participant loans	2010-12-31	$85,820
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$13,522

Form 5500 Responses for P & B TRANSPORTATION, INC. SAVINGS PLAN

2014: P & B TRANSPORTATION, INC. SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: P & B TRANSPORTATION, INC. SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: P & B TRANSPORTATION, INC. SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: P & B TRANSPORTATION, INC. SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: P & B TRANSPORTATION, INC. SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: P & B TRANSPORTATION, INC. SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	P & B TRANSPORTATION, INC.
Employer identification number (EIN):	251676640
NAIC Classification:	484110
NAIC Description:	General Freight Trucking, Local