BLACKBURN TRANSPORTATION GROUP, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT INCOME SECURITY PLAN-BLACKBURN TRANSPORTATION GROUP, INC.
401k plan membership statisitcs for RETIREMENT INCOME SECURITY PLAN-BLACKBURN TRANSPORTATION GROUP, INC.
Measure | Date | Value |
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2022 : RETIREMENT INCOME SECURITY PLAN-BLACKBURN TRANSPORTATION GROUP, INC. 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $149 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $85 |
Total income from all sources (including contributions) | 2022-12-31 | $112,227 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $116,134 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $107,277 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $193,936 |
Value of total assets at end of year | 2022-12-31 | $536,537 |
Value of total assets at beginning of year | 2022-12-31 | $540,380 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $8,857 |
Total interest from all sources | 2022-12-31 | $223 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $17,532 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $17,532 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $134,168 |
Participant contributions at end of year | 2022-12-31 | $6,430 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $149 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $85 |
Total non interest bearing cash at end of year | 2022-12-31 | $6,130 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $7,210 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-3,907 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $536,388 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $540,295 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $2,454 |
Interest on participant loans | 2022-12-31 | $219 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $4 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $523,977 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $533,170 |
Net gain/loss from 103.12 investment entities | 2022-12-31 | $-99,464 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $59,768 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $107,277 |
Contract administrator fees | 2022-12-31 | $6,403 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BAS PARTNERS |
Accountancy firm EIN | 2022-12-31 | 208779390 |
2021 : RETIREMENT INCOME SECURITY PLAN-BLACKBURN TRANSPORTATION GROUP, INC. 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $85 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $243,459 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $84,055 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $75,671 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $187,559 |
Value of total assets at end of year | 2021-12-31 | $540,380 |
Value of total assets at beginning of year | 2021-12-31 | $380,891 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $8,384 |
Total interest from all sources | 2021-12-31 | $10 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $11,063 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $11,063 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $113,020 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $20 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $20,050 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $85 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $0 |
Total non interest bearing cash at end of year | 2021-12-31 | $7,210 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $580 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $159,404 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $540,295 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $380,891 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $2,283 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $10 |
Assets. Value of investments in 103.12 investment entities at end of year | 2021-12-31 | $533,170 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-12-31 | $380,291 |
Net gain/loss from 103.12 investment entities | 2021-12-31 | $44,827 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $54,489 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $75,671 |
Contract administrator fees | 2021-12-31 | $6,101 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
Accountancy firm name | 2021-12-31 | BAS PARTNERS |
Accountancy firm EIN | 2021-12-31 | 208779390 |
2020 : RETIREMENT INCOME SECURITY PLAN-BLACKBURN TRANSPORTATION GROUP, INC. 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $242,124 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $17,978 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $13,495 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $195,874 |
Value of total assets at end of year | 2020-12-31 | $380,891 |
Value of total assets at beginning of year | 2020-12-31 | $156,745 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $4,483 |
Total interest from all sources | 2020-12-31 | $20 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $133,595 |
Participant contributions at end of year | 2020-12-31 | $20 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Total non interest bearing cash at end of year | 2020-12-31 | $580 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $538 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $224,146 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $380,891 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $156,745 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $1,151 |
Interest on participant loans | 2020-12-31 | $20 |
Assets. Value of investments in 103.12 investment entities at end of year | 2020-12-31 | $380,291 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-12-31 | $156,207 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $46,230 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $62,279 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $13,495 |
Contract administrator fees | 2020-12-31 | $3,332 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | BAS PARTNERS |
Accountancy firm EIN | 2020-12-31 | 208779390 |
2019 : RETIREMENT INCOME SECURITY PLAN-BLACKBURN TRANSPORTATION GROUP, INC. 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $163,124 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $6,379 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $5,243 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $154,052 |
Value of total assets at end of year | 2019-12-31 | $156,745 |
Value of total assets at beginning of year | 2019-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,136 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $106,064 |
Total non interest bearing cash at end of year | 2019-12-31 | $538 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $156,745 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $156,745 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $217 |
Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $156,207 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2019-12-31 | $9,072 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $47,988 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $5,243 |
Contract administrator fees | 2019-12-31 | $919 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BAS PARTNERS |
Accountancy firm EIN | 2019-12-31 | 208779390 |