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PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 401k Plan overview

Plan NamePROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP
Plan identification number 002

PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.

401k Sponsoring company profile

VOYAGEUR BUS COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:VOYAGEUR BUS COMPANY, INC.
Employer identification number (EIN):410854869
NAIC Classification:485410
NAIC Description:School and Employee Bus Transportation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01PATRICK O REGAN
0022016-07-01PATRICK O REGAN
0022015-07-01PATRICK O REGAN
0022014-07-01PATRICK O REGAN
0022013-07-01PATRICK O REGAN
0022012-07-01PATRICK O REGAN
0022011-07-01PATRICK O REGAN
0022010-07-01PATRICK O REGAN
0022009-07-01PATRICK O REGAN

Plan Statistics for PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP

401k plan membership statisitcs for PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP

Measure Date Value
2022: PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2022 401k membership
Total participants, beginning-of-year2022-07-01163
Total number of active participants reported on line 7a of the Form 55002022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-010
Total of all active and inactive participants2022-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-010
Number of participants with account balances2022-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2021 401k membership
Total participants, beginning-of-year2021-07-01178
Total number of active participants reported on line 7a of the Form 55002021-07-01136
Number of other retired or separated participants entitled to future benefits2021-07-0121
Total of all active and inactive participants2021-07-01157
Total participants2021-07-01157
Number of participants with account balances2021-07-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-013
2020: PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2020 401k membership
Total participants, beginning-of-year2020-07-01207
Total number of active participants reported on line 7a of the Form 55002020-07-01140
Number of other retired or separated participants entitled to future benefits2020-07-0139
Total of all active and inactive participants2020-07-01179
Total participants2020-07-01179
Number of participants with account balances2020-07-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-013
2019: PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2019 401k membership
Total participants, beginning-of-year2019-07-01197
Total number of active participants reported on line 7a of the Form 55002019-07-01152
Number of other retired or separated participants entitled to future benefits2019-07-0137
Total of all active and inactive participants2019-07-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-011
Total participants2019-07-01190
Number of participants with account balances2019-07-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-013
2018: PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2018 401k membership
Total participants, beginning-of-year2018-07-01201
Total number of active participants reported on line 7a of the Form 55002018-07-01165
Number of other retired or separated participants entitled to future benefits2018-07-0122
Total of all active and inactive participants2018-07-01187
Total participants2018-07-01187
Number of participants with account balances2018-07-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-012
2017: PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2017 401k membership
Total participants, beginning-of-year2017-07-01212
Total number of active participants reported on line 7a of the Form 55002017-07-01158
Number of other retired or separated participants entitled to future benefits2017-07-0128
Total of all active and inactive participants2017-07-01186
Total participants2017-07-01186
Number of participants with account balances2017-07-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-017
2016: PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2016 401k membership
Total participants, beginning-of-year2016-07-01209
Total number of active participants reported on line 7a of the Form 55002016-07-01165
Number of other retired or separated participants entitled to future benefits2016-07-0126
Total of all active and inactive participants2016-07-01191
Total participants2016-07-01191
Number of participants with account balances2016-07-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-014
2015: PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2015 401k membership
Total participants, beginning-of-year2015-07-01200
Total number of active participants reported on line 7a of the Form 55002015-07-01157
Number of other retired or separated participants entitled to future benefits2015-07-0130
Total of all active and inactive participants2015-07-01187
Total participants2015-07-01187
Number of participants with account balances2015-07-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-012
2014: PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2014 401k membership
Total participants, beginning-of-year2014-07-01197
Total number of active participants reported on line 7a of the Form 55002014-07-01149
Number of other retired or separated participants entitled to future benefits2014-07-0128
Total of all active and inactive participants2014-07-01177
Total participants2014-07-01177
Number of participants with account balances2014-07-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-012
2013: PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2013 401k membership
Total participants, beginning-of-year2013-07-01193
Total number of active participants reported on line 7a of the Form 55002013-07-01143
Number of other retired or separated participants entitled to future benefits2013-07-0129
Total of all active and inactive participants2013-07-01172
Total participants2013-07-01172
Number of participants with account balances2013-07-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-012
2012: PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2012 401k membership
Total participants, beginning-of-year2012-07-01197
Total number of active participants reported on line 7a of the Form 55002012-07-01152
Number of other retired or separated participants entitled to future benefits2012-07-0121
Total of all active and inactive participants2012-07-01173
Total participants2012-07-01173
Number of participants with account balances2012-07-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-017
2011: PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2011 401k membership
Total participants, beginning-of-year2011-07-01197
Total number of active participants reported on line 7a of the Form 55002011-07-01154
Number of other retired or separated participants entitled to future benefits2011-07-0118
Total of all active and inactive participants2011-07-01172
Total participants2011-07-01172
Number of participants with account balances2011-07-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-013
2010: PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2010 401k membership
Total participants, beginning-of-year2010-07-01184
Total number of active participants reported on line 7a of the Form 55002010-07-01150
Number of other retired or separated participants entitled to future benefits2010-07-0117
Total of all active and inactive participants2010-07-01167
Total participants2010-07-01167
Number of participants with account balances2010-07-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-012
2009: PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2009 401k membership
Total participants, beginning-of-year2009-07-01176
Total number of active participants reported on line 7a of the Form 55002009-07-01133
Number of other retired or separated participants entitled to future benefits2009-07-0117
Total of all active and inactive participants2009-07-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-01151
Number of participants with account balances2009-07-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-016

Financial Data on PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP

Measure Date Value
2023 : PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2023 401k financial data
Total transfer of assets from this plan2023-01-31$3,269,288
Total income from all sources (including contributions)2023-01-31$96,065
Total loss/gain on sale of assets2023-01-31$-203,085
Total of all expenses incurred2023-01-31$59,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-31$50,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-31$48,671
Value of total assets at beginning of year2023-01-31$3,232,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-31$9,286
Total interest from all sources2023-01-31$1,505
Total dividends received (eg from common stock, registered investment company shares)2023-01-31$66,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-31$66,708
Was this plan covered by a fidelity bond2023-01-31Yes
Value of fidelity bond cover2023-01-31$323,279
If this is an individual account plan, was there a blackout period2023-01-31Yes
Were there any nonexempt tranactions with any party-in-interest2023-01-31No
Contributions received from participants2023-01-31$48,671
Total non interest bearing cash at beginning of year2023-01-31$39,794
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-31No
Value of net income/loss2023-01-31$36,493
Value of net assets at beginning of year (total assets less liabilities)2023-01-31$3,232,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-31No
Were any leases to which the plan was party in default or uncollectible2023-01-31No
Investment advisory and management fees2023-01-31$9,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-31$3,078,951
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-01-31$114,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-01-31$114,050
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-31$1,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-31$182,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-31No
Was there a failure to transmit to the plan any participant contributions2023-01-31No
Has the plan failed to provide any benefit when due under the plan2023-01-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-31$50,286
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-01-31Yes
Did the plan have assets held for investment2023-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-31Yes
Aggregate proceeds on sale of assets2023-01-31$2,909,943
Aggregate carrying amount (costs) on sale of assets2023-01-31$3,113,028
Opinion of an independent qualified public accountant for this plan2023-01-31Unqualified
Accountancy firm name2023-01-31SMITH SCHAFER AND ASSOCIATES LTD
Accountancy firm EIN2023-01-31411489071
2022 : PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2022 401k financial data
Total income from all sources (including contributions)2022-06-30$-557,530
Total loss/gain on sale of assets2022-06-30$156,319
Total of all expenses incurred2022-06-30$752,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$727,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$87,864
Value of total assets at end of year2022-06-30$3,232,795
Value of total assets at beginning of year2022-06-30$4,542,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$25,114
Total interest from all sources2022-06-30$76
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$172,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$172,802
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$454,273
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$87,864
Total non interest bearing cash at end of year2022-06-30$39,794
Total non interest bearing cash at beginning of year2022-06-30$2,005
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,309,942
Value of net assets at end of year (total assets less liabilities)2022-06-30$3,232,795
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$4,542,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$25,114
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$3,078,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$4,305,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$114,050
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$107,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$107,847
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$76
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-974,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Employer contributions (assets) at beginning of year2022-06-30$126,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$727,298
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$5,125,225
Aggregate carrying amount (costs) on sale of assets2022-06-30$4,968,906
2021 : PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$1,274,973
Total loss/gain on sale of assets2021-06-30$316,369
Total of all expenses incurred2021-06-30$408,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$384,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$186,968
Value of total assets at end of year2021-06-30$4,542,737
Value of total assets at beginning of year2021-06-30$3,676,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$23,687
Total interest from all sources2021-06-30$31
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$124,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$124,635
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$367,602
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$60,022
Total non interest bearing cash at end of year2021-06-30$2,005
Total non interest bearing cash at beginning of year2021-06-30$2,405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$866,712
Value of net assets at end of year (total assets less liabilities)2021-06-30$4,542,737
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$3,676,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$23,687
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$4,305,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$3,377,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$107,847
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$123,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$123,312
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$31
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$646,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$126,946
Employer contributions (assets) at end of year2021-06-30$126,946
Employer contributions (assets) at beginning of year2021-06-30$172,726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$384,574
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30No
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$2,511,377
Aggregate carrying amount (costs) on sale of assets2021-06-30$2,195,008
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30SMITH SCHAFER AND ASSOCIATES LTD
Accountancy firm EIN2021-06-30411489071
2020 : PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$386,934
Total loss/gain on sale of assets2020-06-30$48,827
Total of all expenses incurred2020-06-30$313,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$292,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$254,729
Value of total assets at end of year2020-06-30$3,676,025
Value of total assets at beginning of year2020-06-30$3,602,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$21,250
Total interest from all sources2020-06-30$462
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$101,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$101,709
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$360,261
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$82,003
Total non interest bearing cash at end of year2020-06-30$2,405
Total non interest bearing cash at beginning of year2020-06-30$10,755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$73,418
Value of net assets at end of year (total assets less liabilities)2020-06-30$3,676,025
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$3,602,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$21,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$3,377,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$3,248,584
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$123,312
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$147,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$147,707
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$462
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-18,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$172,726
Employer contributions (assets) at end of year2020-06-30$172,726
Employer contributions (assets) at beginning of year2020-06-30$195,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$292,266
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$3,283,956
Aggregate carrying amount (costs) on sale of assets2020-06-30$3,235,129
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30SMITH SCHAFER AND ASSOCIATES LTD
Accountancy firm EIN2020-06-30411489071
2019 : PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2019 401k financial data
Total income from all sources (including contributions)2019-06-30$415,893
Total loss/gain on sale of assets2019-06-30$-59,918
Total of all expenses incurred2019-06-30$170,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$150,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$275,502
Value of total assets at end of year2019-06-30$3,602,607
Value of total assets at beginning of year2019-06-30$3,357,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$20,858
Total interest from all sources2019-06-30$1,110
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$124,745
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$124,745
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$335,771
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$79,941
Total non interest bearing cash at end of year2019-06-30$10,755
Total non interest bearing cash at beginning of year2019-06-30$62,703
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$244,897
Value of net assets at end of year (total assets less liabilities)2019-06-30$3,602,607
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$3,357,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$20,858
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$3,248,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$3,041,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$147,707
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$67,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$67,423
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$1,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$74,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$195,561
Employer contributions (assets) at end of year2019-06-30$195,561
Employer contributions (assets) at beginning of year2019-06-30$186,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$150,138
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$4,475,846
Aggregate carrying amount (costs) on sale of assets2019-06-30$4,535,764
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30SMITH SCHAFER AND ASSOCIATES LTD
Accountancy firm EIN2019-06-30411489071
2018 : PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2018 401k financial data
Total income from all sources (including contributions)2018-06-30$470,665
Total of all expenses incurred2018-06-30$185,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$166,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$259,553
Value of total assets at end of year2018-06-30$3,357,710
Value of total assets at beginning of year2018-06-30$3,072,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$19,847
Total interest from all sources2018-06-30$532
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$104,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$104,870
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$307,294
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$73,418
Total non interest bearing cash at end of year2018-06-30$62,703
Total non interest bearing cash at beginning of year2018-06-30$53,304
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$284,766
Value of net assets at end of year (total assets less liabilities)2018-06-30$3,357,710
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$3,072,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$19,847
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$3,041,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$2,474,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$67,423
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$366,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$366,849
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$532
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$105,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$186,135
Employer contributions (assets) at end of year2018-06-30$186,135
Employer contributions (assets) at beginning of year2018-06-30$177,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$166,052
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30SMITH SCHAFER AND ASSOCIATES LTD
Accountancy firm EIN2018-06-30411489071
2017 : PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$490,932
Total of all expenses incurred2017-06-30$71,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$57,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$270,701
Value of total assets at end of year2017-06-30$3,072,944
Value of total assets at beginning of year2017-06-30$2,653,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$14,599
Total interest from all sources2017-06-30$746
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$85,889
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$85,889
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$265,400
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$64,363
Participant contributions at beginning of year2017-06-30$2,539
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$28,471
Total non interest bearing cash at end of year2017-06-30$53,304
Total non interest bearing cash at beginning of year2017-06-30$31,136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$418,948
Value of net assets at end of year (total assets less liabilities)2017-06-30$3,072,944
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$2,653,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$14,599
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$2,474,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$2,114,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$366,849
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$335,986
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$335,986
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$746
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$133,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$177,867
Employer contributions (assets) at end of year2017-06-30$177,867
Employer contributions (assets) at beginning of year2017-06-30$169,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$57,385
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30SMITH SCHAFER AND ASSOCIATES LTD
Accountancy firm EIN2017-06-30411489071
2016 : PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$299,704
Total of all expenses incurred2016-06-30$149,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$137,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$230,799
Value of total assets at end of year2016-06-30$2,653,996
Value of total assets at beginning of year2016-06-30$2,504,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$12,155
Total interest from all sources2016-06-30$219
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$96,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$96,440
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$250,403
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$61,015
Participant contributions at end of year2016-06-30$2,539
Total non interest bearing cash at end of year2016-06-30$31,136
Total non interest bearing cash at beginning of year2016-06-30$130,594
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$149,965
Value of net assets at end of year (total assets less liabilities)2016-06-30$2,653,996
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$2,504,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$12,155
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$2,114,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$2,096,065
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$335,986
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$117,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$117,296
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-27,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$169,784
Employer contributions (assets) at end of year2016-06-30$169,784
Employer contributions (assets) at beginning of year2016-06-30$160,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$137,584
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30SMITH SCHAFER AND ASSOCIATES LTD
Accountancy firm EIN2016-06-30411489071
2015 : PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$547
Total income from all sources (including contributions)2015-06-30$284,744
Total of all expenses incurred2015-06-30$82,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$71,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$205,223
Value of total assets at end of year2015-06-30$2,504,031
Value of total assets at beginning of year2015-06-30$2,302,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$11,430
Total interest from all sources2015-06-30$482
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$86,029
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$86,029
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$230,178
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$45,147
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$1,211
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$547
Total non interest bearing cash at end of year2015-06-30$130,594
Total non interest bearing cash at beginning of year2015-06-30$45,762
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$202,247
Value of net assets at end of year (total assets less liabilities)2015-06-30$2,504,031
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$2,301,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$11,430
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$2,096,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$1,978,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$117,296
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$125,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$125,239
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$482
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-6,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$160,076
Employer contributions (assets) at end of year2015-06-30$160,076
Employer contributions (assets) at beginning of year2015-06-30$151,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$71,067
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30SMITH SCHAFER AND ASSOCIATES LTD
Accountancy firm EIN2015-06-30411489071
2014 : PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$547
Total income from all sources (including contributions)2014-06-30$469,391
Total of all expenses incurred2014-06-30$69,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$65,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$184,394
Value of total assets at end of year2014-06-30$2,302,331
Value of total assets at beginning of year2014-06-30$1,902,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$4,192
Total interest from all sources2014-06-30$382
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$92,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$92,910
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$190,215
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$32,953
Participant contributions at end of year2014-06-30$1,211
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$547
Total non interest bearing cash at end of year2014-06-30$45,762
Total non interest bearing cash at beginning of year2014-06-30$2,010
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$399,632
Value of net assets at end of year (total assets less liabilities)2014-06-30$2,301,784
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,902,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$4,192
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$1,978,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$1,692,086
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$125,239
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$60,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$60,836
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$382
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$191,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$151,441
Employer contributions (assets) at end of year2014-06-30$151,441
Employer contributions (assets) at beginning of year2014-06-30$147,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$65,567
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30SMITH SCHAFER AND ASSOCIATES LTD
Accountancy firm EIN2014-06-30411489071
2013 : PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$352,975
Total of all expenses incurred2013-06-30$90,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$87,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$181,309
Value of total assets at end of year2013-06-30$1,902,152
Value of total assets at beginning of year2013-06-30$1,640,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$3,748
Total interest from all sources2013-06-30$500
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$45,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$45,847
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$164,007
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$34,089
Participant contributions at beginning of year2013-06-30$871
Total non interest bearing cash at end of year2013-06-30$2,010
Total non interest bearing cash at beginning of year2013-06-30$47,956
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$262,076
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,902,152
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,640,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$3,748
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$1,692,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,418,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$60,836
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$19,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$19,258
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$500
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$125,319
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$147,220
Employer contributions (assets) at end of year2013-06-30$147,220
Employer contributions (assets) at beginning of year2013-06-30$153,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$87,151
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30SMITH SCHAFER AND ASSOC LTD
Accountancy firm EIN2013-06-30411489071
2012 : PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$7,980
Total income from all sources (including contributions)2012-06-30$165,917
Total loss/gain on sale of assets2012-06-30$-113,708
Total of all expenses incurred2012-06-30$140,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$138,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$192,308
Value of total assets at end of year2012-06-30$1,640,076
Value of total assets at beginning of year2012-06-30$1,622,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$2,340
Total interest from all sources2012-06-30$27,366
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$7,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$7,273
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$164,007
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$38,818
Participant contributions at end of year2012-06-30$871
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$7,980
Administrative expenses (other) incurred2012-06-30$2,340
Total non interest bearing cash at end of year2012-06-30$47,956
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$25,226
Value of net assets at end of year (total assets less liabilities)2012-06-30$1,640,076
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$1,614,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$900,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$1,005,728
Income. Interest from corporate debt instruments2012-06-30$25,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$19,258
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$51,741
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$51,741
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$1,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$52,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$153,490
Employer contributions (assets) at end of year2012-06-30$153,490
Employer contributions (assets) at beginning of year2012-06-30$138,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$138,351
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$518,170
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$427,074
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$1,663,545
Aggregate carrying amount (costs) on sale of assets2012-06-30$1,777,253
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30SMITH SCHAFER AND ASSOCAITES LTD
Accountancy firm EIN2012-06-30411489071
2011 : PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$7,980
Total income from all sources (including contributions)2011-06-30$407,114
Total of all expenses incurred2011-06-30$36,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$36,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$162,328
Value of total assets at end of year2011-06-30$1,622,830
Value of total assets at beginning of year2011-06-30$1,244,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$31
Total interest from all sources2011-06-30$25,333
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$16,911
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$16,911
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$150,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$24,041
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$7,980
Administrative expenses (other) incurred2011-06-30$31
Total non interest bearing cash at beginning of year2011-06-30$2,335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$370,267
Value of net assets at end of year (total assets less liabilities)2011-06-30$1,614,850
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,244,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$1,005,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$668,952
Income. Interest from corporate debt instruments2011-06-30$24,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$51,741
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$90,659
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$90,659
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$202,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$138,287
Employer contributions (assets) at end of year2011-06-30$138,287
Employer contributions (assets) at beginning of year2011-06-30$133,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$36,816
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$427,074
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$349,112
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30SMITH SCHAFER AND ASSOCIATES LTD
Accountancy firm EIN2011-06-30411489071

Form 5500 Responses for PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP

2022: PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01This submission is the final filingYes
2022-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: PROFIT SHARING PLAN OF METRO BUS SERVICE, INC. EMPLOYEE GROUP 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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