?>
Logo

MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K) 401k Plan overview

Plan NameMERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K)
Plan identification number 002

MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K) Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.

401k Sponsoring company profile

MERRIMACK VALLEY AREA has sponsored the creation of one or more 401k plans.

Company Name:MERRIMACK VALLEY AREA
Employer identification number (EIN):042777534
NAIC Classification:485110
NAIC Description: Urban Transit Systems

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01JAYMI SWARBRICK2022-09-08
0022020-01-01JAYMI SWARBRICK2021-09-10
0022019-01-01MS. DIANE TARANTINO2020-10-02
0022018-01-01MS. DIANE TARANTINO2020-03-12
0022017-01-01MS. DIANE TARANTINO2020-03-12
0022016-01-01JESUS GUILLERMO2017-07-13 JESUS GUILLERMO2017-07-13
0022015-01-01JESUS GUILLERMO2016-07-14
0022014-01-01TIMOTHY S. HEGRTY
0022013-01-01TIMOTHY HEGARTY TIMOTHY HEGARTY2014-07-29
0022012-01-01TIMOTHY HEGARTY
0022011-01-01TIMOTHY HEGARTY
0022010-01-01TIMOTHY HEGARTY TIMOTHY HEGARTY2011-10-12
0022009-01-01TIMOTHY S. HEGARTY

Plan Statistics for MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K)

401k plan membership statisitcs for MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K)

Measure Date Value
2022: MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K) 2022 401k membership
Total participants, beginning-of-year2022-01-01142
Total number of active participants reported on line 7a of the Form 55002022-01-01133
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0125
Total of all active and inactive participants2022-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01158
Number of participants with account balances2022-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K) 2021 401k membership
Total participants, beginning-of-year2021-01-01149
Total number of active participants reported on line 7a of the Form 55002021-01-01115
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0126
Total of all active and inactive participants2021-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01141
Number of participants with account balances2021-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K) 2020 401k membership
Total participants, beginning-of-year2020-01-01152
Total number of active participants reported on line 7a of the Form 55002020-01-01119
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0122
Total of all active and inactive participants2020-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01141
Number of participants with account balances2020-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K) 2019 401k membership
Total participants, beginning-of-year2019-01-01144
Total number of active participants reported on line 7a of the Form 55002019-01-01119
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0124
Total of all active and inactive participants2019-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01143
Number of participants with account balances2019-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K) 2018 401k membership
Total participants, beginning-of-year2018-01-01115
Total number of active participants reported on line 7a of the Form 55002018-01-01124
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0118
Total of all active and inactive participants2018-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01143
Number of participants with account balances2018-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K) 2017 401k membership
Total participants, beginning-of-year2017-01-01126
Total number of active participants reported on line 7a of the Form 55002017-01-01107
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0112
Total of all active and inactive participants2017-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01120
Number of participants with account balances2017-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2014: MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K) 2014 401k membership
Total participants, beginning-of-year2014-01-01113
Total number of active participants reported on line 7a of the Form 55002014-01-01115
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01128
Number of participants with account balances2014-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K) 2013 401k membership
Total participants, beginning-of-year2013-01-01101
Total number of active participants reported on line 7a of the Form 55002013-01-0198
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01110
Number of participants with account balances2013-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K) 2012 401k membership
Total participants, beginning-of-year2012-01-01106
Total number of active participants reported on line 7a of the Form 55002012-01-0194
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 participants2012-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01105
Number of participants with account balances2012-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K) 2011 401k membership
Total participants, beginning-of-year2011-01-01117
Total number of active participants reported on line 7a of the Form 55002011-01-0198
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0198
Number of participants with account balances2011-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K) 2010 401k membership
Total participants, beginning-of-year2010-01-01106
Total number of active participants reported on line 7a of the Form 55002010-01-0193
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0193
Number of participants with account balances2010-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K) 2009 401k membership
Total participants, beginning-of-year2009-01-01105
Total number of active participants reported on line 7a of the Form 55002009-01-0199
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01110
Number of participants with account balances2009-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K)

Measure Date Value
2022 : MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K) 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-147,437
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$395,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$368,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$320,860
Value of total assets at end of year2022-12-31$2,449,641
Value of total assets at beginning of year2022-12-31$2,992,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$26,883
Total interest from all sources2022-12-31$6,879
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
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 bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$275,031
Participant contributions at end of year2022-12-31$147,987
Participant contributions at beginning of year2022-12-31$150,675
Participant contributions at end of year2022-12-31$5,615
Participant contributions at beginning of year2022-12-31$1,243
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$26,229
Administrative expenses (other) incurred2022-12-31$26,883
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-542,866
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,449,641
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,992,507
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
Value of interest in pooled separate accounts at end of year2022-12-31$2,293,239
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,840,589
Interest on participant loans2022-12-31$6,879
Net investment gain/loss from pooled separate accounts2022-12-31$-475,176
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
Contributions received in cash from employer2022-12-31$19,600
Employer contributions (assets) at end of year2022-12-31$2,800
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$368,546
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 name2022-12-31ANSTISS & CO. P.C.
Accountancy firm EIN2022-12-31042917204
2021 : MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K) 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$615,829
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$283,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$248,636
Expenses. Certain deemed distributions of participant loans2021-12-31$4,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$301,282
Value of total assets at end of year2021-12-31$2,992,507
Value of total assets at beginning of year2021-12-31$2,660,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$30,614
Total interest from all sources2021-12-31$6,041
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
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 bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$268,215
Participant contributions at end of year2021-12-31$150,675
Participant contributions at beginning of year2021-12-31$158,012
Participant contributions at end of year2021-12-31$1,243
Participant contributions at beginning of year2021-12-31$7,599
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$75
Administrative expenses (other) incurred2021-12-31$30,614
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$332,336
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,992,507
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,660,171
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
Value of interest in pooled separate accounts at end of year2021-12-31$2,840,589
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,493,060
Interest on participant loans2021-12-31$6,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$308,506
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$32,992
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$1,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$248,636
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 name2021-12-31ANSTISS & CO. P.C.
Accountancy firm EIN2021-12-31042917204
2020 : MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K) 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$723,302
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$190,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$161,944
Expenses. Certain deemed distributions of participant loans2020-12-31$972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$456,317
Value of total assets at end of year2020-12-31$2,660,171
Value of total assets at beginning of year2020-12-31$2,127,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$27,945
Total interest from all sources2020-12-31$6,825
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$225,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$242,013
Participant contributions at end of year2020-12-31$158,012
Participant contributions at beginning of year2020-12-31$169,625
Participant contributions at end of year2020-12-31$7,599
Participant contributions at beginning of year2020-12-31$16,291
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$182,504
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$27,945
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$532,441
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,660,171
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,127,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$2,493,060
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$6,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,941,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,941,814
Net investment gain/loss from pooled separate accounts2020-12-31$260,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$31,800
Employer contributions (assets) at end of year2020-12-31$1,500
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$161,944
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ANSTISS & CO. P.C.
Accountancy firm EIN2020-12-31042917204
2019 : MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K) 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$532,036
Total income from all sources (including contributions)2019-12-31$532,036
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$554,867
Total of all expenses incurred2019-12-31$554,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$526,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$526,221
Expenses. Certain deemed distributions of participant loans2019-12-31$25,109
Expenses. Certain deemed distributions of participant loans2019-12-31$25,109
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$233,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$233,163
Value of total assets at end of year2019-12-31$2,127,730
Value of total assets at end of year2019-12-31$2,127,730
Value of total assets at beginning of year2019-12-31$2,150,561
Value of total assets at beginning of year2019-12-31$2,150,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,537
Total interest from all sources2019-12-31$9,504
Total interest from all sources2019-12-31$9,504
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$225,000
Value of fidelity bond cover2019-12-31$225,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$198,363
Contributions received from participants2019-12-31$198,363
Participant contributions at end of year2019-12-31$169,625
Participant contributions at end of year2019-12-31$169,625
Participant contributions at beginning of year2019-12-31$208,707
Participant contributions at beginning of year2019-12-31$208,707
Participant contributions at end of year2019-12-31$16,291
Participant contributions at end of year2019-12-31$16,291
Participant contributions at beginning of year2019-12-31$7,713
Participant contributions at beginning of year2019-12-31$7,713
Administrative expenses (other) incurred2019-12-31$3,537
Administrative expenses (other) incurred2019-12-31$3,537
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-22,831
Value of net income/loss2019-12-31$-22,831
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,127,730
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,127,730
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,150,561
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,150,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,934,141
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,934,141
Interest on participant loans2019-12-31$9,504
Interest on participant loans2019-12-31$9,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,941,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,941,814
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$289,369
Net investment gain/loss from pooled separate accounts2019-12-31$289,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$34,800
Contributions received in cash from employer2019-12-31$34,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$526,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$526,221
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ANSTISS & CO. P.C.
Accountancy firm name2019-12-31ANSTISS & CO. P.C.
Accountancy firm EIN2019-12-31042917204
Accountancy firm EIN2019-12-31042917204
2018 : MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K) 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$93,865
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$297,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$295,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$187,779
Value of total assets at end of year2018-12-31$2,150,561
Value of total assets at beginning of year2018-12-31$2,354,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,043
Total interest from all sources2018-12-31$6,904
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
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 bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$150,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$175,779
Participant contributions at end of year2018-12-31$208,707
Participant contributions at beginning of year2018-12-31$198,103
Participant contributions at end of year2018-12-31$7,713
Participant contributions at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$2,043
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-203,848
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,150,561
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,354,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,934,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,156,306
Interest on participant loans2018-12-31$6,904
Net investment gain/loss from pooled separate accounts2018-12-31$-100,818
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$12,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$295,670
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ANSTISS & CO. P.C.
Accountancy firm EIN2018-12-31042917204
2017 : MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K) 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$401,878
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$113,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$111,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$158,176
Value of total assets at end of year2017-12-31$2,354,409
Value of total assets at beginning of year2017-12-31$2,065,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,294
Total interest from all sources2017-12-31$4,806
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
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 bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$142,276
Participant contributions at end of year2017-12-31$198,103
Participant contributions at beginning of year2017-12-31$152,621
Administrative expenses (other) incurred2017-12-31$1,294
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$288,605
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,354,409
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,065,804
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,156,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,913,183
Interest on participant loans2017-12-31$4,806
Net investment gain/loss from pooled separate accounts2017-12-31$238,896
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
Contributions received in cash from employer2017-12-31$15,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$111,979
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ANSTISS & CO. P.C.
Accountancy firm EIN2017-12-31042917204
2014 : MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K) 2014 401k financial data
Total income from all sources2014-12-31$203,476
Expenses. Total of all expenses incurred2014-12-31$362,698
Benefits paid (including direct rollovers)2014-12-31$360,570
Total plan assets at end of year2014-12-31$2,043,849
Total plan assets at beginning of year2014-12-31$2,203,071
Value of fidelity bond covering the plan2014-12-31$198,000
Total contributions received or receivable from participants2014-12-31$104,225
Contributions received from other sources (not participants or employers)2014-12-31$14,468
Other income received2014-12-31$59,533
Net income (gross income less expenses)2014-12-31$-159,222
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,043,849
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,203,071
Assets. Value of participant loans2014-12-31$162,233
Total contributions received or receivable from employer(s)2014-12-31$25,250
Value of corrective distributions2014-12-31$978
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,150
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K) 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$377,914
Expenses. Total of all expenses incurred2013-12-31$200,827
Benefits paid (including direct rollovers)2013-12-31$199,881
Total plan assets at end of year2013-12-31$2,203,071
Total plan assets at beginning of year2013-12-31$2,025,984
Value of fidelity bond covering the plan2013-12-31$198,000
Total contributions received or receivable from participants2013-12-31$109,955
Expenses. Other expenses not covered elsewhere2013-12-31$946
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$241,609
Net income (gross income less expenses)2013-12-31$177,087
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,203,071
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,025,984
Assets. Value of participant loans2013-12-31$192,161
Total contributions received or receivable from employer(s)2013-12-31$26,350
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K) 2012 401k financial data
Total income from all sources2012-12-31$287,645
Expenses. Total of all expenses incurred2012-12-31$138,380
Benefits paid (including direct rollovers)2012-12-31$137,336
Total plan assets at end of year2012-12-31$2,025,984
Total plan assets at beginning of year2012-12-31$1,876,719
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$106,009
Expenses. Other expenses not covered elsewhere2012-12-31$1,044
Other income received2012-12-31$160,736
Net income (gross income less expenses)2012-12-31$149,265
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,025,984
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,876,719
Assets. Value of participant loans2012-12-31$199,876
Total contributions received or receivable from employer(s)2012-12-31$20,900
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K) 2011 401k financial data
Total income from all sources2011-12-31$94,473
Expenses. Total of all expenses incurred2011-12-31$294,062
Benefits paid (including direct rollovers)2011-12-31$293,077
Total plan assets at end of year2011-12-31$1,876,719
Total plan assets at beginning of year2011-12-31$2,076,308
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$98,542
Expenses. Other expenses not covered elsewhere2011-12-31$985
Contributions received from other sources (not participants or employers)2011-12-31$844
Other income received2011-12-31$-21,713
Net income (gross income less expenses)2011-12-31$-199,589
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,876,719
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,076,308
Assets. Value of participant loans2011-12-31$175,139
Total contributions received or receivable from employer(s)2011-12-31$16,800
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K) 2010 401k financial data
Total income from all sources2010-12-31$228,186
Expenses. Total of all expenses incurred2010-12-31$207,521
Benefits paid (including direct rollovers)2010-12-31$207,003
Total plan assets at end of year2010-12-31$2,076,308
Total plan assets at beginning of year2010-12-31$2,055,643
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$85,729
Expenses. Other expenses not covered elsewhere2010-12-31$518
Other income received2010-12-31$126,857
Net income (gross income less expenses)2010-12-31$20,665
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,076,308
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,055,643
Assets. Value of participant loans2010-12-31$162,660
Total contributions received or receivable from employer(s)2010-12-31$15,600
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K) 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K)

2022: MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K) 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K) 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K) 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K) 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K) 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K) 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2014: MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K) 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K) 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K) 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K) 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K) 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K) 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number142684
Policy instance 1
Insurance contract or identification number142684
Number of Individuals Covered86
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $8,707
Total amount of fees paid to insurance companyUSD $3,387
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,076
Insurance broker organization code?3
Amount paid for insurance broker fees3387
Additional information about fees paid to insurance brokerTPA ALLOWANCE PAYMENT
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number142684
Policy instance 1
Insurance contract or identification number142684
Number of Individuals Covered90
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $9,277
Total amount of fees paid to insurance companyUSD $4,300
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,277
Insurance broker organization code?3
Amount paid for insurance broker fees4300
Additional information about fees paid to insurance brokerTPA ALLOWANCE PAYMENT
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number142684
Policy instance 1
Insurance contract or identification number142684
Number of Individuals Covered94
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $6,365
Total amount of fees paid to insurance companyUSD $10,099
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10099
Additional information about fees paid to insurance brokerTPA ALLOWANCE PAYMENT
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $6,365
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number88072
Policy instance 1
Insurance contract or identification number88072
Number of Individuals Covered87
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $3,515
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,515
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number88072
Policy instance 1
Insurance contract or identification number88072
Number of Individuals Covered80
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $4,614
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,614
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number88072
Policy instance 1
Insurance contract or identification number88072
Number of Individuals Covered72
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $5,296
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711359
Policy instance 1
Insurance contract or identification numberGA-711359
Number of Individuals Covered66
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,245
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,245
Insurance broker organization code?3
Insurance broker nameNEW ENGLAND SECURITIES CORP
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711359
Policy instance 1
Insurance contract or identification numberGA-711359
Number of Individuals Covered70
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,078
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,078
Insurance broker organization code?3
Insurance broker nameNEW ENGLAND SEC CORP
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711359
Policy instance 1
Insurance contract or identification numberGA-711359
Number of Individuals Covered95
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,700
Total amount of fees paid to insurance companyUSD $26
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,875
Insurance broker organization code?3
Amount paid for insurance broker fees26
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker nameLPL FINANCIAL LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711359
Policy instance 1
Insurance contract or identification numberGA-711359
Number of Individuals Covered61
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,756
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711359
Policy instance 1
Insurance contract or identification numberGA-711359
Number of Individuals Covered61
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,979
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,979
Insurance broker organization code?3
Insurance broker namePRIVATE LEDGER INS SVCS

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3