THE RETIREMENT PLAN FOR THE EMPLOYEES OF THE AMERICAN PUBLIC TRANSPORTATION ASSOCIATION 401k Plan overview

THE RETIREMENT PLAN FOR THE EMPLOYEES OF THE AMERICAN PUBLIC TRANSPORTATION ASSOCIATION Benefits

401k Sponsoring company profile

Company Name:	AMERICAN PUBLIC TRANSPORTATION ASSOCIATION
Employer identification number (EIN):	521007647
NAIC Classification:	488990

Additional information about AMERICAN PUBLIC TRANSPORTATION ASSOCIATION

Jurisdiction of Incorporation:	District of Columbia Corporations Division
Incorporation Date:
Company Identification Number:	741179

More information about AMERICAN PUBLIC TRANSPORTATION ASSOCIATION

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	KAREN W. HARVEY	2018-08-13	KAREN W. HARVEY	2018-08-13
001	2016-01-01	KAREN W. HARVEY	2017-10-06	KAREN W. HARVEY	2017-10-06
001	2016-01-01	KAREN W. HARVEY	2017-09-26	KAREN W. HARVEY	2017-09-26
001	2015-01-01	KAREN W. HARVEY	2016-10-13	KAREN W. HARVEY	2016-10-13
001	2014-01-01	KAREN W. HARVEY	2015-10-09	KAREN W. HARVEY	2015-10-09
001	2013-01-01	KAREN W. HARVEY	2014-10-09
001	2012-01-01	KAREN W. HARVEY	2013-10-15	KAREN W. HARVEY	2013-10-15
001	2011-01-01	MARY CHILDRESS	2012-10-11	MARY CHILDRESS	2012-10-11
001	2010-01-01	SAMUEL KERNS	2011-10-13

Plan Statistics for THE RETIREMENT PLAN FOR THE EMPLOYEES OF THE AMERICAN PUBLIC TRANSPORTATION ASSOCIATION

Measure	Date	Value
2017: THE RETIREMENT PLAN FOR THE EMPLOYEES OF THE AMERICAN PUBLIC TRANSPORTATION ASSOCIATION 2017 401k membership
Market value of plan assets	2017-12-31	25,448,379
Acturial value of plan assets	2017-12-31	25,658,553
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	14,150,245
Number of terminated vested participants	2017-12-31	27
Fundng target for terminated vested participants	2017-12-31	1,512,376
Active participant vested funding target	2017-12-31	8,846,869
Number of active participants	2017-12-31	25
Total funding liabilities for active participants	2017-12-31	9,295,251
Total participant count	2017-12-31	78
Total funding target for all participants	2017-12-31	24,957,872
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	1,479,769
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	1,479,769
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	1,613,836
Total employer contributions	2017-12-31	0
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	110,000
Net shortfall amortization installment of oustanding balance	2017-12-31	913,155
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	259,951
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	259,951
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: THE RETIREMENT PLAN FOR THE EMPLOYEES OF THE AMERICAN PUBLIC TRANSPORTATION ASSOCIATION 2016 401k membership
Market value of plan assets	2016-12-31	24,761,798
Acturial value of plan assets	2016-12-31	26,192,350
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	13,418,077
Number of terminated vested participants	2016-12-31	26
Fundng target for terminated vested participants	2016-12-31	1,295,427
Active participant vested funding target	2016-12-31	9,155,534
Number of active participants	2016-12-31	31
Total funding liabilities for active participants	2016-12-31	9,715,408
Total participant count	2016-12-31	79
Total funding target for all participants	2016-12-31	24,428,912
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	1,510,893
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	1,510,893
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	1,479,769
Total employer contributions	2016-12-31	0
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	160,000
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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• THE RETIREMENT AND INVESTMENT PLAN FOR NON-BARGAIN ING UNIT EMPLOYEES OF THE MCCALL PATTERN COMPANY [EIN = 814500619]
• THE RETIREMENT PLAN FOR EMPLOYEES OF ROSE HILLS MORTUARY [EIN = 133915772]
• THE RETIREMENT PLAN FOR EMPLOYEES OF BEVERLY NATIONAL BANK [EIN = 043458120]
• THE RETIREMENT PLAN FOR EMPLOYEES OF NANTUCKET COTTAGE HOSPITAL [EIN = 042103823]
• THE RETIREMENT PLAN OF EDWIN B PEACOCK JR EMPLOYEES [EIN = 561026661]
• THE RETIREMENT PLAN FOR EMPLOYEES OF TOC HOLDINGS CO. [EIN = 910441095]
• THE RETIREMENT AND DISABILITY UNION PENSION PLAN OF S.K. WELLMAN CORP. [EIN = 341804995]
• THE RETIREMENT PLAN OF FLUSHING SAVINGS BANK, FSB IN RSI RETIREMENT TRUST [EIN = 110758150]
• THE RETIREMENT ADVISOR UNIVERSITY INC. 401(K) PLAN [EIN = 271219777]
• THE RETIREMENT PLAN FOR UNION EMPLOYEES OF U.S. OIL & REFINING CO. [EIN = 462908645]
• THE RETIREMENT INCOME PLAN OF KEYSPAN CORPORATION [EIN = 041663150]
• THE RETIREMENT PLAN FOR EMPLOYEES OF JEFFERSON REGIONAL MEDICAL CENTER AND ST. VINCENT HEALTH SYSTEM [EIN = 841788763]
• THE RETIREMENT PLAN OF ROCKVILLE BANK [EIN = 061213065]
• THE RETIREMENT BENEFITS PLAN FOR EMPLOYEES OF PONTIFICIA UNIVERSIDAD CATOLICA DE PUERTO RICO [EIN = 660191965]
• THE RETIREMENT PLAN FOR TCS EMPLOYEES [EIN = 311091591]
• THE RETIREMENT PLAN OF GREEN TECH HIGH CHARTER SCHOOL [EIN = 205549824]
• THE RETIREMENT PLAN FOR HOURLY-PAID UNION EMPLOYEES OF THE VINDICATOR PRINTING COMPANY [EIN = 341396336]
• THE RETIREMENT GUYS FORMULA, LLC 401K PLAN [EIN = 463936421]
• THE RETIREMENT PLAN OF RSI BANK IN PENTEGRA RETIREMENT TRUST [EIN = 220900560]
• THE RETIREMENT GROUP LLC - 401(K) [EIN = 205401152]
• THE RETIREMENT BENEFITS PLAN [EIN = 262561639]
• THE RETIREMENT RESOURCES 401(K) PLAN [EIN = 271158445]
• THE RETIREMENT PLAN OF DIME COMMUNITY BANK [EIN = 112934194]
• THE RETIREMENT PLANNING GROUP RETIREMENT TRUST [EIN = 923463660]
• THE RETIREMENT ADVANTAGE WELFARE BENEFIT PLAN [EIN = 391816008]
• THE RETIREMENT RESOURCES CASH BALANCE PLAN [EIN = 271158457]
• THE RETIREMENT PLAN FOR EMPLOYEES OF THE COOPER GROUP, INC. AND PARTICIPATING AFFILIATES [EIN = 850871337]

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