401k Plan data: THE COMPANY DEFINED BENEFIT PLAN AND TRUST plan

THE COMPANY DEFINED BENEFIT PLAN AND TRUST 401k Plan overview

Plan Name	THE COMPANY DEFINED BENEFIT PLAN AND TRUST
Plan identification number	003

THE COMPANY DEFINED BENEFIT PLAN AND TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
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).
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.

401k Sponsoring company profile

LA PORTE TRANSIT COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: LA PORTE TRANSIT COMPANY, INC.

Employer identification number (EIN): 350936157

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE COMPANY DEFINED BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2018-01-01 RICK W. GESSE 2019-03-25
003 2017-01-01 RICK W. GESSE 2018-03-18
003 2016-01-01 RICK W. GESSE 2017-07-10
003 2015-01-01 RICK W. GESSE 2016-09-13
003 2014-01-01 RICK W. GESSE 2015-09-28
003 2013-01-01 RICK W. GESSE 2014-09-30
003 2012-01-01 RICK W. GESSE 2013-10-02
003 2011-01-01 RICK W. GESSE 2012-10-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2018-01-01	RICK W. GESSE	2019-03-25
003	2017-01-01	RICK W. GESSE	2018-03-18
003	2016-01-01	RICK W. GESSE	2017-07-10
003	2015-01-01	RICK W. GESSE	2016-09-13
003	2014-01-01	RICK W. GESSE	2015-09-28
003	2013-01-01	RICK W. GESSE	2014-09-30
003	2012-01-01	RICK W. GESSE	2013-10-02
003	2011-01-01	RICK W. GESSE	2012-10-05

Plan Statistics for THE COMPANY DEFINED BENEFIT PLAN AND TRUST

401k plan membership statisitcs for THE COMPANY DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2018: THE COMPANY DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Market value of plan assets 2018-12-31 451,464
Acturial value of plan assets 2018-12-31 451,464
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 119,393
Number of terminated vested participants 2018-12-31 5
Fundng target for terminated vested participants 2018-12-31 166,508
Active participant vested funding target 2018-12-31 82,541
Number of active participants 2018-12-31 2
Total funding liabilities for active participants 2018-12-31 82,854
Total participant count 2018-12-31 8
Total funding target for all participants 2018-12-31 368,755
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 100,166
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 106,086
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 29,751
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 29,137
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 0
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 29,137
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: THE COMPANY DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Market value of plan assets 2017-12-31 303,760
Acturial value of plan assets 2017-12-31 303,760
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 115,649
Number of terminated vested participants 2017-12-31 5
Fundng target for terminated vested participants 2017-12-31 148,346
Active participant vested funding target 2017-12-31 73,279
Number of active participants 2017-12-31 2
Total funding liabilities for active participants 2017-12-31 73,279
Total participant count 2017-12-31 8
Total funding target for all participants 2017-12-31 337,274
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 49,972
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 49,972
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 116,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 111,482
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 0
Net shortfall amortization installment of oustanding balance 2017-12-31 33,514
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 11,316
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 11,316
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 111,482
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: THE COMPANY DEFINED BENEFIT PLAN AND TRUST 2016 401k membership
Market value of plan assets 2016-12-31 224,091
Acturial value of plan assets 2016-12-31 224,091
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 119,471
Number of terminated vested participants 2016-12-31 5
Fundng target for terminated vested participants 2016-12-31 136,235
Active participant vested funding target 2016-12-31 68,010
Number of active participants 2016-12-31 2
Total funding liabilities for active participants 2016-12-31 68,010
Total participant count 2016-12-31 8
Total funding target for all participants 2016-12-31 323,716
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 27,031
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 28,747
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 74,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 69,932
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 0
Net shortfall amortization installment of oustanding balance 2016-12-31 99,625
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 19,960
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 19,960
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 69,932
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2018: THE COMPANY DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Market value of plan assets	2018-12-31	451,464
Acturial value of plan assets	2018-12-31	451,464
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	119,393
Number of terminated vested participants	2018-12-31	5
Fundng target for terminated vested participants	2018-12-31	166,508
Active participant vested funding target	2018-12-31	82,541
Number of active participants	2018-12-31	2
Total funding liabilities for active participants	2018-12-31	82,854
Total participant count	2018-12-31	8
Total funding target for all participants	2018-12-31	368,755
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	100,166
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	106,086
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	29,751
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	29,137
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	0
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	29,137
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: THE COMPANY DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Market value of plan assets	2017-12-31	303,760
Acturial value of plan assets	2017-12-31	303,760
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	115,649
Number of terminated vested participants	2017-12-31	5
Fundng target for terminated vested participants	2017-12-31	148,346
Active participant vested funding target	2017-12-31	73,279
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	73,279
Total participant count	2017-12-31	8
Total funding target for all participants	2017-12-31	337,274
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	49,972
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	49,972
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	116,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	111,482
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	0
Net shortfall amortization installment of oustanding balance	2017-12-31	33,514
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	11,316
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	11,316
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	111,482
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: THE COMPANY DEFINED BENEFIT PLAN AND TRUST 2016 401k membership
Market value of plan assets	2016-12-31	224,091
Acturial value of plan assets	2016-12-31	224,091
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	119,471
Number of terminated vested participants	2016-12-31	5
Fundng target for terminated vested participants	2016-12-31	136,235
Active participant vested funding target	2016-12-31	68,010
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	68,010
Total participant count	2016-12-31	8
Total funding target for all participants	2016-12-31	323,716
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	27,031
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	28,747
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	74,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	69,932
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	0
Net shortfall amortization installment of oustanding balance	2016-12-31	99,625
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	19,960
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	19,960
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	69,932
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	LA PORTE TRANSIT COMPANY, INC.
Employer identification number (EIN):	350936157
NAIC Classification:	484110
NAIC Description:	General Freight Trucking, Local