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RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. 401k Plan overview

Plan NameRETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP.
Plan identification number 001

RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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.

401k Sponsoring company profile

JAX TRANSIT MANAGEMENT CORP. has sponsored the creation of one or more 401k plans.

Company Name:JAX TRANSIT MANAGEMENT CORP.
Employer identification number (EIN):593041602
NAIC Classification:485110
NAIC Description: Urban Transit Systems

Additional information about JAX TRANSIT MANAGEMENT CORP.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1990-12-11
Company Identification Number: N41211
Legal Registered Office Address: 100 LaVilla Center Drive

JACKSONVILLE

32204

More information about JAX TRANSIT MANAGEMENT CORP.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CAPITAL BENEFIT CONSULTANTS2023-10-16 JAX TRANSIT MANAGEMENT CORP.2023-10-16
0012022-01-01RAJ SRINATH2024-02-15
0012021-01-01CAPITAL BENEFIT CONSULTANTS2022-10-12 JAX TRANSIT MANAGEMENT CORP.2022-10-10
0012021-01-01GREGORY HAYES2023-08-23
0012020-01-01CAPITAL BENEFIT CONSULTANTS2021-10-08 JAX TRANSIT MANAGEMENT CORP.2021-10-08
0012019-01-01CAPITAL BENEFIT CONSULTANTS2020-09-21 JAX TRANSIT MANAGEMENT CORP.2020-09-22
0012019-01-01GREGORY HAYES2023-08-23
0012018-01-01CAPITAL BENEFIT CONSULTANTS2019-10-10 JAX TRANSIT MANAGEMENT CORP.2019-10-10
0012018-01-01CAPITAL BENEFIT CONSULTANTS2019-10-10 JAX TRANSIT MANAGEMENT CORP.2019-10-10
0012018-01-01GREGORY HAYES2023-08-23
0012017-01-01
0012017-01-01GREGORY HAYES2023-08-23
0012016-01-01
0012016-01-01GREGORY HAYES2023-08-23
0012015-01-01
0012015-01-01GREGORY HAYES2023-08-23
0012014-01-01
0012014-01-01
0012013-01-01
0012012-01-01LISA DARNALL LISA DARNALL2013-09-19
0012011-01-01CLINTON B. FORBES CLINTON B. FORBES2012-10-12
0012009-01-01CHAROLETTE HALL CHAROLETTE HALL2010-10-11

Plan Statistics for RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP.

401k plan membership statisitcs for RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP.

Measure Date Value
2022: RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. 2022 401k membership
Market value of plan assets2022-12-312,456,843
Acturial value of plan assets2022-12-312,456,843
Funding target for retired participants and beneficiaries receiving payment2022-12-31743,188
Number of terminated vested participants2022-12-3112
Fundng target for terminated vested participants2022-12-31350,217
Active participant vested funding target2022-12-31772,971
Number of active participants2022-12-317
Total funding liabilities for active participants2022-12-31772,971
Total participant count2022-12-3124
Total funding target for all participants2022-12-311,866,376
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3177,803
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3177,803
Present value of excess contributions2022-12-3158,022
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3161,312
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3189,201
Total employer contributions2022-12-31191,046
Total employee contributions2022-12-3114,191
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31185,059
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31130,644
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31185,059
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0124
Total number of active participants reported on line 7a of the Form 55002022-01-015
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-0113
Total of all active and inactive participants2022-01-0123
Total participants2022-01-0123
Number of participants with account balances2022-01-01318
2021: RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. 2021 401k membership
Market value of plan assets2021-12-311,418,165
Acturial value of plan assets2021-12-311,418,165
Funding target for retired participants and beneficiaries receiving payment2021-12-31743,812
Number of terminated vested participants2021-12-3112
Fundng target for terminated vested participants2021-12-31323,326
Active participant vested funding target2021-12-31608,314
Number of active participants2021-12-317
Total funding liabilities for active participants2021-12-31608,314
Total participant count2021-12-3124
Total funding target for all participants2021-12-311,675,452
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31109,978
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-3116,641
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3193,337
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-3122,292
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3177,803
Total employer contributions2021-12-31160,000
Total employee contributions2021-12-3118,055
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31155,526
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3166,260
Net shortfall amortization installment of oustanding balance2021-12-31335,090
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-3197,504
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-3197,504
Contributions allocatedtoward minimum required contributions for current year2021-12-31155,526
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0124
Total number of active participants reported on line 7a of the Form 55002021-01-017
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-0112
Total of all active and inactive participants2021-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0124
Number of participants with account balances2021-01-01217
2020: RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. 2020 401k membership
Market value of plan assets2020-12-311,336,741
Acturial value of plan assets2020-12-311,336,741
Funding target for retired participants and beneficiaries receiving payment2020-12-31493,355
Number of terminated vested participants2020-12-3112
Fundng target for terminated vested participants2020-12-31382,287
Active participant vested funding target2020-12-31483,013
Number of active participants2020-12-317
Total funding liabilities for active participants2020-12-31483,013
Total participant count2020-12-3124
Total funding target for all participants2020-12-311,358,655
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31151,771
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31151,771
Present value of excess contributions2020-12-3192,565
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3197,832
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-3156,242
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31109,978
Total employer contributions2020-12-3180,000
Total employee contributions2020-12-318,800
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3181,424
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3175,235
Net shortfall amortization installment of oustanding balance2020-12-31138,282
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3198,065
Prefunding balance elected to use to offset funding requirement2020-12-3116,641
Additional cash requirement2020-12-3181,424
Contributions allocatedtoward minimum required contributions for current year2020-12-3181,424
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0124
Total number of active participants reported on line 7a of the Form 55002020-01-017
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-0112
Total of all active and inactive participants2020-01-0124
Total participants2020-01-0124
2019: RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. 2019 401k membership
Market value of plan assets2019-12-311,465,421
Acturial value of plan assets2019-12-311,465,421
Funding target for retired participants and beneficiaries receiving payment2019-12-31234,703
Number of terminated vested participants2019-12-3112
Fundng target for terminated vested participants2019-12-31308,363
Active participant vested funding target2019-12-31770,584
Number of active participants2019-12-3110
Total funding liabilities for active participants2019-12-31770,584
Total participant count2019-12-3124
Total funding target for all participants2019-12-311,313,650
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31159,514
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-31159,514
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31241,595
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31241,595
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-31151,771
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31151,771
Total employer contributions2019-12-31178,028
Total employee contributions2019-12-3118,044
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31183,971
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3191,406
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3191,406
Additional cash requirement2019-12-3191,406
Contributions allocatedtoward minimum required contributions for current year2019-12-31183,971
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0125
Total number of active participants reported on line 7a of the Form 55002019-01-0110
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0112
Total of all active and inactive participants2019-01-0124
Total participants2019-01-0124
Number of participants with account balances2019-01-01214
2018: RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. 2018 401k membership
Market value of plan assets2018-12-311,347,586
Acturial value of plan assets2018-12-311,347,586
Funding target for retired participants and beneficiaries receiving payment2018-12-31254,891
Number of terminated vested participants2018-12-3113
Fundng target for terminated vested participants2018-12-31387,677
Active participant vested funding target2018-12-31797,299
Number of active participants2018-12-3111
Total funding liabilities for active participants2018-12-31797,299
Total participant count2018-12-3126
Total funding target for all participants2018-12-311,439,867
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31206,801
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31206,801
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31401,109
Total employee contributions2018-12-3125,993
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31401,109
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3182,972
Net shortfall amortization installment of oustanding balance2018-12-3192,281
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31159,514
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31159,514
Contributions allocatedtoward minimum required contributions for current year2018-12-31401,109
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0124
Total number of active participants reported on line 7a of the Form 55002018-01-0111
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0113
Total of all active and inactive participants2018-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0126
2017: RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. 2017 401k membership
Market value of plan assets2017-12-311,154,801
Acturial value of plan assets2017-12-311,154,801
Funding target for retired participants and beneficiaries receiving payment2017-12-31216,090
Number of terminated vested participants2017-12-3110
Fundng target for terminated vested participants2017-12-31365,663
Active participant vested funding target2017-12-31668,638
Number of active participants2017-12-3112
Total funding liabilities for active participants2017-12-31668,638
Total participant count2017-12-3124
Total funding target for all participants2017-12-311,250,391
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31442,000
Total employee contributions2017-12-3122,839
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31340,000
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3173,467
Net shortfall amortization installment of oustanding balance2017-12-31256,256
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31133,199
Additional cash requirement2017-12-31133,199
Contributions allocatedtoward minimum required contributions for current year2017-12-31340,000
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0126
Total number of active participants reported on line 7a of the Form 55002017-01-0112
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0110
Total of all active and inactive participants2017-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0124
2016: RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. 2016 401k membership
Market value of plan assets2016-12-31614,817
Acturial value of plan assets2016-12-31614,817
Funding target for retired participants and beneficiaries receiving payment2016-12-31189,406
Number of terminated vested participants2016-12-3112
Fundng target for terminated vested participants2016-12-31298,430
Active participant vested funding target2016-12-31469,131
Number of active participants2016-12-3112
Total funding liabilities for active participants2016-12-31476,895
Total participant count2016-12-3126
Total funding target for all participants2016-12-31964,731
Balance at beginning of prior year after applicable adjustments2016-12-3110,249
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3110,249
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31117,607
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31117,607
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-3110,194
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31204,000
Total employee contributions2016-12-3125,490
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31233,200
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3172,126
Net shortfall amortization installment of oustanding balance2016-12-31360,726
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31175,635
Additional cash requirement2016-12-31175,635
Contributions allocatedtoward minimum required contributions for current year2016-12-31233,200
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0130
Total number of active participants reported on line 7a of the Form 55002016-01-0112
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0112
Total of all active and inactive participants2016-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. 2015 401k membership
Total participants, beginning-of-year2015-01-0131
Total number of active participants reported on line 7a of the Form 55002015-01-0112
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. 2014 401k membership
Total participants, beginning-of-year2014-01-0131
Total number of active participants reported on line 7a of the Form 55002014-01-0116
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. 2013 401k membership
Total participants, beginning-of-year2013-01-0130
Total number of active participants reported on line 7a of the Form 55002013-01-0116
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0114
Total of all active and inactive participants2013-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0130
2012: RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. 2012 401k membership
Total participants, beginning-of-year2012-01-0132
Total number of active participants reported on line 7a of the Form 55002012-01-0117
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. 2011 401k membership
Total participants, beginning-of-year2011-01-0130
Total number of active participants reported on line 7a of the Form 55002011-01-0118
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. 2009 401k membership
Total participants, beginning-of-year2009-01-0126
Total number of active participants reported on line 7a of the Form 55002009-01-0116
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0126

Financial Data on RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP.

Measure Date Value
2022 : RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-219,936
Total of all expenses incurred2022-12-31$219,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$218,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$330,443
Value of total assets at end of year2022-12-31$2,551,891
Value of total assets at beginning of year2022-12-31$2,991,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,858
Total interest from all sources2022-12-31$17,580
Transfers to/from the plan2022-12-31$-751,987
Total income from all sources2022-12-31$-1,931
Expenses. Total of all expenses incurred2022-12-31$144,221
Benefits paid (including direct rollovers)2022-12-31$101,827
Total plan assets at end of year2022-12-31$1,558,704
Total plan assets at beginning of year2022-12-31$2,456,843
Value of fidelity bond covering the plan2022-12-31$3,000,000
Total contributions received or receivable from participants2022-12-31$14,191
Other income received2022-12-31$-207,168
Net income (gross income less expenses)2022-12-31$-146,152
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,558,704
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,456,843
Total contributions received or receivable from employer(s)2022-12-31$191,046
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$42,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31No
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$330,443
Participant contributions at end of year2022-12-31$150,434
Participant contributions at beginning of year2022-12-31$153,130
Participant contributions at end of year2022-12-31$12,424
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-439,812
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,551,891
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,991,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$1,858
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,389,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,838,573
Interest on participant loans2022-12-31$17,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-567,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$218,018
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$585,277
Total of all expenses incurred2021-12-31$205,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$203,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$259,412
Value of total assets at end of year2021-12-31$2,991,703
Value of total assets at beginning of year2021-12-31$2,611,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,988
Total interest from all sources2021-12-31$15,685
Total income from all sources2021-12-31$1,143,163
Expenses. Total of all expenses incurred2021-12-31$104,485
Benefits paid (including direct rollovers)2021-12-31$35,024
Total plan assets at end of year2021-12-31$2,456,843
Total plan assets at beginning of year2021-12-31$1,418,165
Value of fidelity bond covering the plan2021-12-31$3,000,000
Total contributions received or receivable from participants2021-12-31$18,055
Other income received2021-12-31$965,108
Net income (gross income less expenses)2021-12-31$1,038,678
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,456,843
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,418,165
Total contributions received or receivable from employer(s)2021-12-31$160,000
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$69,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31No
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$259,412
Participant contributions at end of year2021-12-31$153,130
Participant contributions at beginning of year2021-12-31$119,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$379,805
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,991,703
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,611,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$1,988
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,838,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,492,611
Interest on participant loans2021-12-31$15,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$310,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$203,484
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. 2020 401k financial data
Total income from all sources2020-12-31$195,811
Expenses. Total of all expenses incurred2020-12-31$421,096
Benefits paid (including direct rollovers)2020-12-31$381,706
Total plan assets at end of year2020-12-31$1,418,165
Total plan assets at beginning of year2020-12-31$1,643,450
Value of fidelity bond covering the plan2020-12-31$3,000,000
Total contributions received or receivable from participants2020-12-31$8,800
Other income received2020-12-31$107,011
Net income (gross income less expenses)2020-12-31$-225,285
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,418,165
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,643,450
Total contributions received or receivable from employer(s)2020-12-31$80,000
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$39,390
2019 : RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$567,357
Total of all expenses incurred2019-12-31$170,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$170,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$235,626
Value of total assets at end of year2019-12-31$2,111,134
Value of total assets at beginning of year2019-12-31$1,714,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$365
Total interest from all sources2019-12-31$13,433
Total income from all sources2019-12-31$331,918
Expenses. Total of all expenses incurred2019-12-31$36,054
Benefits paid (including direct rollovers)2019-12-31$14,236
Total plan assets at end of year2019-12-31$1,643,450
Total plan assets at beginning of year2019-12-31$1,347,586
Value of fidelity bond covering the plan2019-12-31$3,000,000
Total contributions received or receivable from participants2019-12-31$18,045
Other income received2019-12-31$135,844
Net income (gross income less expenses)2019-12-31$295,864
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,643,450
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,347,586
Total contributions received or receivable from employer(s)2019-12-31$178,029
Value of certain deemed distributions of participant loans2019-12-31$21,818
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 bond2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$235,626
Participant contributions at end of year2019-12-31$101,496
Participant contributions at beginning of year2019-12-31$87,957
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$396,680
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,111,134
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,714,454
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$365
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,009,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,626,497
Interest on participant loans2019-12-31$13,433
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$318,298
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$170,312
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2019-12-31560747981
2018 : RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$132,338
Total of all expenses incurred2018-12-31$134,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$133,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$205,191
Value of total assets at end of year2018-12-31$1,714,454
Value of total assets at beginning of year2018-12-31$1,716,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,584
Total interest from all sources2018-12-31$13,246
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$401,123
Expenses. Total of all expenses incurred2018-12-31$85,505
Benefits paid (including direct rollovers)2018-12-31$14,236
Total plan assets at end of year2018-12-31$1,347,586
Total plan assets at beginning of year2018-12-31$1,031,968
Value of fidelity bond covering the plan2018-12-31$3,000,000
Total contributions received or receivable from participants2018-12-31$44,110
Expenses. Other expenses not covered elsewhere2018-12-31$46,500
Other income received2018-12-31$13
Net income (gross income less expenses)2018-12-31$315,618
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,347,586
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,031,968
Total contributions received or receivable from employer(s)2018-12-31$357,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$24,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31No
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$205,191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,408
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,714,454
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,716,862
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
Investment advisory and management fees2018-12-31$1,584
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,626,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,641,683
Interest on participant loans2018-12-31$13,246
Value of interest in common/collective trusts at end of year2018-12-31$87,957
Value of interest in common/collective trusts at beginning of year2018-12-31$75,179
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-86,099
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$133,162
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2018-12-31560747981
2017 : RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$344,204
Total of all expenses incurred2017-12-31$126,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$124,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$155,246
Value of total assets at end of year2017-12-31$1,716,862
Value of total assets at beginning of year2017-12-31$1,498,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,844
Total interest from all sources2017-12-31$14,159
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$959,375
Expenses. Total of all expenses incurred2017-12-31$718,192
Benefits paid (including direct rollovers)2017-12-31$693,423
Total plan assets at end of year2017-12-31$1,031,968
Total plan assets at beginning of year2017-12-31$790,785
Value of fidelity bond covering the plan2017-12-31$3,000,000
Contributions received from other sources (not participants or employers)2017-12-31$219,763
Other income received2017-12-31$91,446
Net income (gross income less expenses)2017-12-31$241,183
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,031,968
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$790,785
Total contributions received or receivable from employer(s)2017-12-31$648,166
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$24,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31No
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$155,246
Participant contributions at end of year2017-12-31$75,179
Participant contributions at beginning of year2017-12-31$106,310
Participant contributions at beginning of year2017-12-31$2,850
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$218,131
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,716,862
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,498,731
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$1,844
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,641,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,389,571
Interest on participant loans2017-12-31$14,159
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$174,799
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$124,229
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2017-12-31560747981
2016 : RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$221,609
Total of all expenses incurred2016-12-31$40,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$39,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$169,590
Value of total assets at end of year2016-12-31$1,498,731
Value of total assets at beginning of year2016-12-31$1,317,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$988
Total interest from all sources2016-12-31$13,209
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$273,490
Expenses. Total of all expenses incurred2016-12-31$659,589
Benefits paid (including direct rollovers)2016-12-31$619,875
Total plan assets at end of year2016-12-31$848,501
Total plan assets at beginning of year2016-12-31$1,234,600
Value of fidelity bond covering the plan2016-12-31$2,000,000
Other income received2016-12-31$44,000
Net income (gross income less expenses)2016-12-31$-386,099
Net plan assets at end of year (total assets less liabilities)2016-12-31$848,501
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,234,600
Total contributions received or receivable from employer(s)2016-12-31$229,490
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$39,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31No
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$169,590
Participant contributions at end of year2016-12-31$106,310
Participant contributions at beginning of year2016-12-31$88,717
Participant contributions at end of year2016-12-31$2,850
Participant contributions at beginning of year2016-12-31$2,923
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$181,016
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,498,731
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,317,715
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$988
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,389,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,226,075
Interest on participant loans2016-12-31$13,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$38,810
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$39,605
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2016-12-31560747981
2015 : RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$148,830
Total of all expenses incurred2015-12-31$33,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$33,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$146,409
Value of total assets at end of year2015-12-31$1,317,715
Value of total assets at beginning of year2015-12-31$1,202,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$400
Total interest from all sources2015-12-31$9,593
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$262,837
Expenses. Total of all expenses incurred2015-12-31$65,412
Benefits paid (including direct rollovers)2015-12-31$22,798
Total plan assets at end of year2015-12-31$1,234,600
Total plan assets at beginning of year2015-12-31$1,037,175
Value of fidelity bond covering the plan2015-12-31$2,000,000
Other income received2015-12-31$-17,724
Net income (gross income less expenses)2015-12-31$197,425
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,234,600
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,037,175
Total contributions received or receivable from employer(s)2015-12-31$280,561
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$42,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31No
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$146,409
Participant contributions at end of year2015-12-31$88,717
Participant contributions at beginning of year2015-12-31$86,638
Participant contributions at end of year2015-12-31$2,923
Participant contributions at beginning of year2015-12-31$2,313
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$114,911
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,317,715
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,202,804
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$400
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,226,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,113,853
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$9,593
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-7,172
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$33,519
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2015-12-31560747981
2014 : RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. 2014 401k financial data
Total income from all sources2014-12-31$202,331
Expenses. Total of all expenses incurred2014-12-31$30,815
Benefits paid (including direct rollovers)2014-12-31$5,181
Total plan assets at end of year2014-12-31$1,029,616
Total plan assets at beginning of year2014-12-31$858,100
Value of fidelity bond covering the plan2014-12-31$2,000,000
Other income received2014-12-31$18,342
Net income (gross income less expenses)2014-12-31$171,516
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,029,616
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$858,100
Total contributions received or receivable from employer(s)2014-12-31$183,989
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$25,634
2013 : RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. 2013 401k financial data
Total income from all sources2013-12-31$348,645
Expenses. Total of all expenses incurred2013-12-31$743,174
Benefits paid (including direct rollovers)2013-12-31$719,837
Total plan assets at end of year2013-12-31$858,100
Total plan assets at beginning of year2013-12-31$1,252,629
Value of fidelity bond covering the plan2013-12-31$2,000,000
Other income received2013-12-31$152,645
Net income (gross income less expenses)2013-12-31$-394,529
Net plan assets at end of year (total assets less liabilities)2013-12-31$858,100
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,252,629
Total contributions received or receivable from employer(s)2013-12-31$196,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$23,337
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. 2012 401k financial data
Total income from all sources2012-12-31$401,078
Expenses. Total of all expenses incurred2012-12-31$753,923
Benefits paid (including direct rollovers)2012-12-31$742,144
Total plan assets at end of year2012-12-31$1,252,629
Total plan assets at beginning of year2012-12-31$1,605,474
Value of fidelity bond covering the plan2012-12-31$2,000,000
Other income received2012-12-31$160,647
Net income (gross income less expenses)2012-12-31$-352,845
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,252,629
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,605,474
Total contributions received or receivable from employer(s)2012-12-31$240,431
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$11,779
2011 : RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. 2011 401k financial data
Total income from all sources2011-12-31$232,890
Expenses. Total of all expenses incurred2011-12-31$335,208
Benefits paid (including direct rollovers)2011-12-31$320,544
Total plan assets at end of year2011-12-31$1,605,474
Total plan assets at beginning of year2011-12-31$1,707,792
Value of fidelity bond covering the plan2011-12-31$2,000,000
Other income received2011-12-31$26,570
Net income (gross income less expenses)2011-12-31$-102,318
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,605,474
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,707,792
Total contributions received or receivable from employer(s)2011-12-31$206,320
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$14,664
2010 : RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. 2010 401k financial data
Total income from all sources2010-12-31$268,021
Expenses. Total of all expenses incurred2010-12-31$15,045
Total plan assets at end of year2010-12-31$1,707,792
Total plan assets at beginning of year2010-12-31$1,454,816
Value of fidelity bond covering the plan2010-12-31$2,000,000
Other income received2010-12-31$131,037
Net income (gross income less expenses)2010-12-31$252,976
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,707,792
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,454,816
Total contributions received or receivable from employer(s)2010-12-31$136,984
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$15,045

Form 5500 Responses for RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP.

2022: RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. 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: RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. 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: RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. 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
2014: RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE JAX. TRANSIT MANAGEMENT CORP. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62078
Policy instance 1
Insurance contract or identification number62078
Number of Individuals Covered318
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62078
Policy instance 1
Insurance contract or identification number62078
Number of Individuals Covered217
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $7,015
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,529
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62078
Policy instance 1
Insurance contract or identification number62078
Number of Individuals Covered203
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 $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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