401k Plan data: WESTERN FLYER RETIREMENT SAVINGS PLAN plan

WESTERN FLYER RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	WESTERN FLYER RETIREMENT SAVINGS PLAN
Plan identification number	001

WESTERN FLYER RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WESTERN FLYER EXPRESS, LLC has sponsored the creation of one or more 401k plans.

Company Name: WESTERN FLYER EXPRESS, LLC

Employer identification number (EIN): 731502799

NAIC Classification: 484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTERN FLYER RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JON MOORE
001 2017-01-01 JON MOORE
001 2016-01-01 JON MOORE
001 2016-01-01
001 2015-01-01 RANDY TIMMS

Plan Statistics for WESTERN FLYER RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for WESTERN FLYER RETIREMENT SAVINGS PLAN

Measure Date Value
2020: WESTERN FLYER RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 361
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 296
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 32
Total of all active and inactive participants 2020-01-01 328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 329
Number of participants with account balances 2020-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 53
2019: WESTERN FLYER RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 321
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 301
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 17
Total of all active and inactive participants 2019-01-01 318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 318
Number of participants with account balances 2019-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 24
2018: WESTERN FLYER RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 335
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 293
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 31
Total of all active and inactive participants 2018-01-01 324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 324
Number of participants with account balances 2018-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 24
2017: WESTERN FLYER RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 331
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 309
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 13
Total of all active and inactive participants 2017-01-01 322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 322
Number of participants with account balances 2017-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 13
2016: WESTERN FLYER RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 275
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 312
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 8
Total of all active and inactive participants 2016-01-01 320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 320
Number of participants with account balances 2016-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 14
2015: WESTERN FLYER RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 289
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 272
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 7
Total of all active and inactive participants 2015-01-01 279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 279
Number of participants with account balances 2015-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 6

Measure	Date	Value
2020: WESTERN FLYER RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	361
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	296
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	32
Total of all active and inactive participants	2020-01-01	328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	329
Number of participants with account balances	2020-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	53
2019: WESTERN FLYER RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	321
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	301
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	17
Total of all active and inactive participants	2019-01-01	318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	318
Number of participants with account balances	2019-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	24
2018: WESTERN FLYER RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	335
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	293
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	31
Total of all active and inactive participants	2018-01-01	324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	324
Number of participants with account balances	2018-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	24
2017: WESTERN FLYER RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	331
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	309
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	13
Total of all active and inactive participants	2017-01-01	322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	322
Number of participants with account balances	2017-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	13
2016: WESTERN FLYER RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	275
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	312
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	8
Total of all active and inactive participants	2016-01-01	320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	320
Number of participants with account balances	2016-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	14
2015: WESTERN FLYER RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	289
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	272
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	7
Total of all active and inactive participants	2015-01-01	279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	279
Number of participants with account balances	2015-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	6

Financial Data on WESTERN FLYER RETIREMENT SAVINGS PLAN

Measure	Date	Value
2020 : WESTERN FLYER RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$7,983
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$24,591
Total income from all sources (including contributions)	2020-12-31	$609,554
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$273,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$256,152
Value of total corrective distributions	2020-12-31	$6,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$414,414
Value of total assets at end of year	2020-12-31	$1,628,468
Value of total assets at beginning of year	2020-12-31	$1,309,186
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$11,455
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$50,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$50,165
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$131,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$354,012
Participant contributions at end of year	2020-12-31	$11,808
Participant contributions at beginning of year	2020-12-31	$10,434
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$7,983
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$24,591
Other income not declared elsewhere	2020-12-31	$1,366
Administrative expenses (other) incurred	2020-12-31	$11,455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$335,890
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,620,485
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,284,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,607,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,295,948
Value of interest in common/collective trusts at end of year	2020-12-31	$6,567
Value of interest in common/collective trusts at beginning of year	2020-12-31	$619
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$143,383
Net investment gain or loss from common/collective trusts	2020-12-31	$226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$60,402
Employer contributions (assets) at end of year	2020-12-31	$2,259
Employer contributions (assets) at beginning of year	2020-12-31	$2,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$256,152
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BELL & COMPANY
Accountancy firm EIN	2020-12-31	710550475
2019 : WESTERN FLYER RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at 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	$663,470
Total income from all sources (including contributions)	2019-12-31	$663,470
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$349,563
Total of all expenses incurred	2019-12-31	$349,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$329,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$329,478
Value of total corrective distributions	2019-12-31	$14,205
Value of total corrective distributions	2019-12-31	$14,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$396,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$396,029
Value of total assets at end of year	2019-12-31	$1,309,186
Value of total assets at end of year	2019-12-31	$1,309,186
Value of total assets at beginning of year	2019-12-31	$995,279
Value of total assets at beginning of year	2019-12-31	$995,279
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$5,880
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$5,880
Total interest from all sources	2019-12-31	$0
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$50,615
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$50,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$50,615
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$50,615
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$100,000
Value of fidelity bond cover	2019-12-31	$100,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$336,632
Contributions received from participants	2019-12-31	$336,632
Participant contributions at end of year	2019-12-31	$10,434
Participant contributions at end of year	2019-12-31	$10,434
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,897
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,897
Administrative expenses (other) incurred	2019-12-31	$5,880
Administrative expenses (other) incurred	2019-12-31	$5,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$313,907
Value of net income/loss	2019-12-31	$313,907
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,309,186
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,309,186
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$995,279
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$995,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,295,948
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,295,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$995,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$995,178
Value of interest in common/collective trusts at end of year	2019-12-31	$619
Value of interest in common/collective trusts at end of year	2019-12-31	$619
Value of interest in common/collective trusts at beginning of year	2019-12-31	$101
Value of interest in common/collective trusts at beginning of year	2019-12-31	$101
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$216,807
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$216,807
Net investment gain or loss from common/collective trusts	2019-12-31	$19
Net investment gain or loss from common/collective trusts	2019-12-31	$19
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$56,500
Contributions received in cash from employer	2019-12-31	$56,500
Employer contributions (assets) at end of year	2019-12-31	$2,185
Employer contributions (assets) at end of year	2019-12-31	$2,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$329,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$329,478
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BELL & COMPANY
Accountancy firm name	2019-12-31	BELL & COMPANY
Accountancy firm EIN	2019-12-31	710550475
Accountancy firm EIN	2019-12-31	710550475
2018 : WESTERN FLYER RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$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	$11,519
Total income from all sources (including contributions)	2018-12-31	$256,764
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$69,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$66,113
Value of total corrective distributions	2018-12-31	$1,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$324,748
Value of total assets at end of year	2018-12-31	$995,279
Value of total assets at beginning of year	2018-12-31	$819,246
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,595
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$54,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$54,290
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$81,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$272,554
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$11,519
Administrative expenses (other) incurred	2018-12-31	$1,595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$187,552
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$995,279
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$807,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$995,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$818,914
Value of interest in common/collective trusts at end of year	2018-12-31	$101
Value of interest in common/collective trusts at beginning of year	2018-12-31	$332
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-122,284
Net investment gain or loss from common/collective trusts	2018-12-31	$10
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$52,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$66,113
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BELL & COMPANY
Accountancy firm EIN	2018-12-31	710550475
2017 : WESTERN FLYER RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$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	$33,174
Total income from all sources (including contributions)	2017-12-31	$360,763
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$73,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$72,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$252,149
Value of total assets at end of year	2017-12-31	$819,246
Value of total assets at beginning of year	2017-12-31	$564,817
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$915
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$33,028
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$33,028
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$54,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$213,765
Participant contributions at beginning of year	2017-12-31	$6,802
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$11,519
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$501
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$11,519
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$33,174
Administrative expenses (other) incurred	2017-12-31	$915
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$287,603
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$819,246
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$531,643
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$818,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$556,006
Value of interest in common/collective trusts at end of year	2017-12-31	$332
Value of interest in common/collective trusts at beginning of year	2017-12-31	$54
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$75,582
Net investment gain or loss from common/collective trusts	2017-12-31	$4
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$38,384
Employer contributions (assets) at beginning of year	2017-12-31	$1,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$72,245
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BELL & COMPANY
Accountancy firm EIN	2017-12-31	710550475
2016 : WESTERN FLYER RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$33,174
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$1,112
Total income from all sources (including contributions)	2016-12-31	$265,612
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$72,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$71,255
Value of total corrective distributions	2016-12-31	$356
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$231,802
Value of total assets at end of year	2016-12-31	$564,817
Value of total assets at beginning of year	2016-12-31	$339,754
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,000
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$11,696
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$11,696
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$34,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$187,459
Participant contributions at end of year	2016-12-31	$6,802
Participant contributions at beginning of year	2016-12-31	$-167
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,450
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$31,958
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$501
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$93
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$33,174
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$1,112
Administrative expenses (other) incurred	2016-12-31	$1,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$193,001
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$531,643
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$338,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$556,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$338,336
Value of interest in common/collective trusts at end of year	2016-12-31	$54
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$22,094
Net investment gain or loss from common/collective trusts	2016-12-31	$20
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$42,893
Employer contributions (assets) at end of year	2016-12-31	$1,454
Employer contributions (assets) at beginning of year	2016-12-31	$1,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$39,297
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BELL & COMPANY
Accountancy firm EIN	2016-12-31	710550475
2015 : WESTERN FLYER RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$1,112
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	$341,840
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$3,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,208
Value of total corrective distributions	2015-12-31	$890
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$353,370
Value of total assets at end of year	2015-12-31	$339,754
Value of total assets at beginning of year	2015-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$100
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$15,399
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$15,399
Administrative expenses professional fees incurred	2015-12-31	$100
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$42,500
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$178,262
Participant contributions at end of year	2015-12-31	$-167
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$140,441
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$223
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$93
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$1,112
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$-26,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$338,642
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$338,642
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$338,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$34,667
Employer contributions (assets) at end of year	2015-12-31	$1,492
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,985
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BELL & COMPANY, PA
Accountancy firm EIN	2015-12-31	710550475

Form 5500 Responses for WESTERN FLYER RETIREMENT SAVINGS PLAN

2020: WESTERN FLYER RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WESTERN FLYER RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WESTERN FLYER RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WESTERN FLYER RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WESTERN FLYER RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WESTERN FLYER RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	First time form 5500 has been submitted	Yes
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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WESTERN FLYER FOUNDATION 401(K) PLAN [EIN = 474184235]

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Company Name:	WESTERN FLYER EXPRESS, LLC
Employer identification number (EIN):	731502799
NAIC Classification:	484120
NAIC Description:	General Freight Trucking, Long-Distance