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U. S. BRIDGE RETIREMENT PLAN 401k Plan overview

Plan NameU. S. BRIDGE RETIREMENT PLAN
Plan identification number 001

U. S. BRIDGE RETIREMENT PLAN 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.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

401k Sponsoring company profile

OHIO BRIDGE MANUFACTURING LTD has sponsored the creation of one or more 401k plans.

Company Name:OHIO BRIDGE MANUFACTURING LTD
Employer identification number (EIN):474335002
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan U. S. BRIDGE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DEE HASHMAN2023-09-21
0012021-01-01DEE HASHMAN2022-09-30
0012020-01-01LAWREN MINNICK2021-07-23
0012019-01-01
0012018-01-01
0012017-01-01IAN HOWARD
0012016-01-01IAN HOWARD
0012015-01-01IAN HOWARD
0012015-01-01IAN HOWARD

Plan Statistics for U. S. BRIDGE RETIREMENT PLAN

401k plan membership statisitcs for U. S. BRIDGE RETIREMENT PLAN

Measure Date Value
2019: U. S. BRIDGE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01154
Total number of active participants reported on line 7a of the Form 55002019-01-0167
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0116
Total of all active and inactive participants2019-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-0187
Number of participants with account balances2019-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: U. S. BRIDGE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01144
Total number of active participants reported on line 7a of the Form 55002018-01-0189
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0163
Total of all active and inactive participants2018-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01154
Number of participants with account balances2018-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: U. S. BRIDGE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01183
Total number of active participants reported on line 7a of the Form 55002017-01-0171
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0173
Total of all active and inactive participants2017-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01144
Number of participants with account balances2017-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: U. S. BRIDGE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01189
Total number of active participants reported on line 7a of the Form 55002016-01-01143
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0138
Total of all active and inactive participants2016-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01181
Number of participants with account balances2016-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: U. S. BRIDGE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01138
Total number of active participants reported on line 7a of the Form 55002015-01-01146
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0135
Total of all active and inactive participants2015-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01181
Number of participants with account balances2015-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on U. S. BRIDGE RETIREMENT PLAN

Measure Date Value
2019 : U. S. BRIDGE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$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 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$980,795
Total income from all sources (including contributions)2019-12-31$980,795
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$273,308
Total of all expenses incurred2019-12-31$273,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$272,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$272,099
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$353,853
Value of total assets at end of year2019-12-31$3,502,074
Value of total assets at end of year2019-12-31$3,502,074
Value of total assets at beginning of year2019-12-31$2,794,587
Value of total assets at beginning of year2019-12-31$2,794,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,209
Total interest from all sources2019-12-31$11
Total dividends received (eg from common stock, registered investment company shares)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 year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$128,016
Contributions received from participants2019-12-31$128,016
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$107,225
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$107,225
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$1,209
Administrative expenses (other) incurred2019-12-31$1,209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$707,487
Value of net income/loss2019-12-31$707,487
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,502,074
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,502,074
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,794,587
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,794,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,502,074
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,502,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,794,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,794,335
Interest on participant loans2019-12-31$0
Interest on participant loans2019-12-31$0
Interest earned on other investments2019-12-31$11
Interest earned on other investments2019-12-31$11
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$252
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$626,931
Net investment gain/loss from pooled separate accounts2019-12-31$626,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$118,612
Contributions received in cash from employer2019-12-31$118,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$272,099
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GBQ PARTNERS, LLC
Accountancy firm EIN2019-12-31202122306
Accountancy firm EIN2019-12-31202122306
2018 : U. S. BRIDGE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$205,099
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$445,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$428,618
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$383,185
Value of total assets at end of year2018-12-31$2,794,587
Value of total assets at beginning of year2018-12-31$3,035,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$17,134
Total interest from all sources2018-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$8,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$8,640
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$143,177
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$5,741
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$107,141
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$17,134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-240,653
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,794,587
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,035,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,794,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,922,940
Interest on participant loans2018-12-31$0
Interest earned on other investments2018-12-31$2
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$100,101
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$77,450
Net investment gain/loss from pooled separate accounts2018-12-31$-265,390
Net investment gain or loss from common/collective trusts2018-12-31$1,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$132,867
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$6,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$428,618
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GBQ PARTNERS, LLC
Accountancy firm EIN2018-12-31202122306
2017 : U. S. BRIDGE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$759,591
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$873,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$847,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$231,046
Value of total assets at end of year2017-12-31$3,035,240
Value of total assets at beginning of year2017-12-31$3,149,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$26,657
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$51,101
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$51,101
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$109,852
Participant contributions at end of year2017-12-31$5,741
Participant contributions at beginning of year2017-12-31$3,826
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-114,185
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,035,240
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,149,425
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$11,841
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,922,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,049,235
Interest on participant loans2017-12-31$0
Income. Interest from loans (other than to participants)2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$100,101
Value of interest in common/collective trusts at beginning of year2017-12-31$92,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$474,583
Net investment gain or loss from common/collective trusts2017-12-31$2,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$121,194
Employer contributions (assets) at end of year2017-12-31$6,458
Employer contributions (assets) at beginning of year2017-12-31$4,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$847,119
Contract administrator fees2017-12-31$14,816
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GBQ PARTNERS, LLC
Accountancy firm EIN2017-12-31202122306
2016 : U. S. BRIDGE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$603,119
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$416,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$387,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$296,416
Value of total assets at end of year2016-12-31$3,149,425
Value of total assets at beginning of year2016-12-31$2,962,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$29,155
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$61,071
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$61,071
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$146,258
Participant contributions at end of year2016-12-31$3,826
Participant contributions at beginning of year2016-12-31$6,985
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$186,912
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,149,425
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,962,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$12,170
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,049,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,833,952
Interest on participant loans2016-12-31$0
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$92,067
Value of interest in common/collective trusts at beginning of year2016-12-31$116,593
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$242,478
Net investment gain or loss from common/collective trusts2016-12-31$3,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$150,158
Employer contributions (assets) at end of year2016-12-31$4,297
Employer contributions (assets) at beginning of year2016-12-31$4,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$387,052
Contract administrator fees2016-12-31$16,985
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GBQ PARTNERS, LLC
Accountancy firm EIN2016-12-31202122306
2015 : U. S. BRIDGE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$356,951
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$287,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$249,249
Value of total corrective distributions2015-12-31$10,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$402,938
Value of total assets at end of year2015-12-31$2,962,513
Value of total assets at beginning of year2015-12-31$2,893,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$27,896
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$56,612
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$56,612
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$222,199
Participant contributions at end of year2015-12-31$6,985
Participant contributions at beginning of year2015-12-31$757
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$69,475
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,962,513
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,893,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$13,217
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,833,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,729,021
Value of interest in common/collective trusts at end of year2015-12-31$116,593
Value of interest in common/collective trusts at beginning of year2015-12-31$163,202
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$58
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$58
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-106,616
Net investment gain or loss from common/collective trusts2015-12-31$4,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$180,613
Employer contributions (assets) at end of year2015-12-31$4,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$249,249
Contract administrator fees2015-12-31$14,679
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GBQ PARTNERS, LLC
Accountancy firm EIN2015-12-31202122306

Form 5500 Responses for U. S. BRIDGE RETIREMENT PLAN

2019: U. S. BRIDGE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: U. S. BRIDGE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: U. S. BRIDGE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: U. S. BRIDGE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: U. S. BRIDGE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number061425G
Policy instance 1
Insurance contract or identification number061425G
Number of Individuals Covered87
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,216
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees7216
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number061425G
Policy instance 1
Insurance contract or identification number061425G
Number of Individuals Covered154
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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