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EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameEAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN
Plan identification number 002

EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

EAGLE LEASING COMPANY has sponsored the creation of one or more 401k plans.

Company Name:EAGLE LEASING COMPANY
Employer identification number (EIN):060838406
NAIC Classification:532400
NAIC Description: Commercial and Industrial Machinery and Equipment Rental and Leasing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-10-01
0022020-10-01
0022019-10-01
0022018-10-01
0022017-10-01
0022016-10-01JOSEPH REGAN JOSEPH REGAN2018-04-12
0022015-10-01JOSEPH P REGAN JOSEPH P REGAN2017-04-20
0022014-10-01JOSEPH P. REGAN JOSEPH P. REGAN2016-03-22
0022013-10-01JOSEPH REGAN JOSEPH REGAN2015-03-19
0022012-10-01JOSEPH REGAN JOSEPH REGAN2014-03-13
0022011-10-01JOSEPH P. REGAN JOSEPH P. REGAN2013-03-13
0022010-10-01JOSEPH P. REGAN JOSEPH P. REGAN2012-03-21
0022009-10-01JOSEPH REGAN

Plan Statistics for EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01152
Total number of active participants reported on line 7a of the Form 55002021-10-01134
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-0119
Total of all active and inactive participants2021-10-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01153
Number of participants with account balances2021-10-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-015
2020: EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01144
Total number of active participants reported on line 7a of the Form 55002020-10-01126
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-0125
Total of all active and inactive participants2020-10-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-011
Total participants2020-10-01152
Number of participants with account balances2020-10-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-015
2019: EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01152
Total number of active participants reported on line 7a of the Form 55002019-10-01120
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-0124
Total of all active and inactive participants2019-10-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01144
Number of participants with account balances2019-10-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-0115
2018: EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01144
Total number of active participants reported on line 7a of the Form 55002018-10-01136
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-0116
Total of all active and inactive participants2018-10-01152
Total participants2018-10-01152
Number of participants with account balances2018-10-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-017
2017: EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01144
Total number of active participants reported on line 7a of the Form 55002017-10-01133
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-0111
Total of all active and inactive participants2017-10-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01144
Number of participants with account balances2017-10-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-014
2016: EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01142
Total number of active participants reported on line 7a of the Form 55002016-10-01129
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-0115
Total of all active and inactive participants2016-10-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01144
Number of participants with account balances2016-10-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-016
2015: EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01156
Total number of active participants reported on line 7a of the Form 55002015-10-01124
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0118
Total of all active and inactive participants2015-10-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01142
Number of participants with account balances2015-10-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-0112
2014: EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01143
Total number of active participants reported on line 7a of the Form 55002014-10-01127
Number of retired or separated participants receiving benefits2014-10-0129
Total of all active and inactive participants2014-10-01156
Total participants2014-10-01156
Number of participants with account balances2014-10-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-0112
2013: EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01137
Total number of active participants reported on line 7a of the Form 55002013-10-01118
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0125
Total of all active and inactive participants2013-10-01143
Total participants2013-10-01143
Number of participants with account balances2013-10-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-0111
2012: EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01133
Total number of active participants reported on line 7a of the Form 55002012-10-01123
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0113
Total of all active and inactive participants2012-10-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-011
Total participants2012-10-01137
Number of participants with account balances2012-10-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-014
2011: EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01138
Total number of active participants reported on line 7a of the Form 55002011-10-01122
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0110
Total of all active and inactive participants2011-10-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01132
Number of participants with account balances2011-10-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-014
2010: EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-01130
Total number of active participants reported on line 7a of the Form 55002010-10-01124
Number of other retired or separated participants entitled to future benefits2010-10-0114
Total of all active and inactive participants2010-10-01138
Total participants2010-10-01138
Number of participants with account balances2010-10-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-016
2009: EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01135
Total number of active participants reported on line 7a of the Form 55002009-10-01118
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-018
Total of all active and inactive participants2009-10-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01126
Number of participants with account balances2009-10-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-0119

Financial Data on EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$7,224
Total income from all sources (including contributions)2022-09-30$-4,469,253
Total of all expenses incurred2022-09-30$1,631,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$1,488,445
Expenses. Certain deemed distributions of participant loans2022-09-30$65,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$1,121,210
Value of total assets at end of year2022-09-30$22,759,407
Value of total assets at beginning of year2022-09-30$28,867,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$77,226
Total interest from all sources2022-09-30$40,115
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$-5,630,578
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$-5,630,578
Administrative expenses professional fees incurred2022-09-30$77,226
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$433,245
Participant contributions at end of year2022-09-30$893,922
Participant contributions at beginning of year2022-09-30$782,585
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-6,100,573
Value of net assets at end of year (total assets less liabilities)2022-09-30$22,759,407
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$28,859,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$21,171,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$27,197,034
Interest on participant loans2022-09-30$40,035
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-09-30$80
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$5,721
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$265,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$687,965
Employer contributions (assets) at end of year2022-09-30$687,965
Employer contributions (assets) at beginning of year2022-09-30$622,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$1,488,445
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Liabilities. Value of acquisition indebtedness at beginning of year2022-09-30$7,224
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30CARON & BLETZER, PLLC
Accountancy firm EIN2022-09-30043499945
2021 : EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$7,224
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$6,266
Total income from all sources (including contributions)2021-09-30$7,285,673
Total of all expenses incurred2021-09-30$4,707,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$4,624,914
Expenses. Certain deemed distributions of participant loans2021-09-30$9,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$1,008,396
Value of total assets at end of year2021-09-30$28,867,204
Value of total assets at beginning of year2021-09-30$26,288,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$72,814
Total income from rents2021-09-30$0
Total interest from all sources2021-09-30$39,000
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$6,238,277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$6,238,277
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$379,234
Participant contributions at end of year2021-09-30$782,585
Participant contributions at beginning of year2021-09-30$714,024
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$7,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Income. Non cash contributions2021-09-30$0
Value of net income/loss2021-09-30$2,578,155
Value of net assets at end of year (total assets less liabilities)2021-09-30$28,859,980
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$26,281,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$27,197,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$24,855,990
Interest on participant loans2021-09-30$39,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$265,531
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$101,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$622,054
Employer contributions (assets) at end of year2021-09-30$622,054
Employer contributions (assets) at beginning of year2021-09-30$616,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$4,624,914
Contract administrator fees2021-09-30$72,814
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Liabilities. Value of acquisition indebtedness at end of year2021-09-30$7,224
Liabilities. Value of acquisition indebtedness at beginning of year2021-09-30$6,266
Opinion of an independent qualified public accountant for this plan2021-09-30Unqualified
Accountancy firm name2021-09-30CARON & BLETZER, PLLC
Accountancy firm EIN2021-09-30043499945
2020 : EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$6,266
Total income from all sources (including contributions)2020-09-30$5,018,682
Total of all expenses incurred2020-09-30$1,510,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$1,419,989
Expenses. Certain deemed distributions of participant loans2020-09-30$38,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$998,460
Value of total assets at end of year2020-09-30$26,288,091
Value of total assets at beginning of year2020-09-30$22,773,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$51,937
Total interest from all sources2020-09-30$36,941
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$3,983,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$3,983,281
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$381,809
Participant contributions at end of year2020-09-30$714,024
Participant contributions at beginning of year2020-09-30$680,617
Participant contributions at end of year2020-09-30$0
Participant contributions at beginning of year2020-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$3,508,332
Value of net assets at end of year (total assets less liabilities)2020-09-30$26,281,825
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$22,773,493
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$24,855,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$21,380,290
Interest on participant loans2020-09-30$36,506
Income. Interest from loans (other than to participants)2020-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$435
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$101,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$95,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$616,651
Employer contributions (assets) at end of year2020-09-30$616,651
Employer contributions (assets) at beginning of year2020-09-30$616,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$1,419,989
Contract administrator fees2020-09-30$51,937
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Liabilities. Value of acquisition indebtedness at end of year2020-09-30$6,266
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30CARON & BLETZER, PLLC
Accountancy firm EIN2020-09-30043499945
2019 : EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-09-30$1,552,295
Total of all expenses incurred2019-09-30$989,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$943,245
Expenses. Certain deemed distributions of participant loans2019-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$1,028,413
Value of total assets at end of year2019-09-30$22,773,493
Value of total assets at beginning of year2019-09-30$22,210,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$46,514
Total interest from all sources2019-09-30$33,102
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$1,516,150
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$1,516,150
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$411,806
Participant contributions at end of year2019-09-30$680,617
Participant contributions at beginning of year2019-09-30$548,411
Participant contributions at end of year2019-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$562,536
Value of net assets at end of year (total assets less liabilities)2019-09-30$22,773,493
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$22,210,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Investment advisory and management fees2019-09-30$46,514
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$21,380,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$20,990,793
Interest on participant loans2019-09-30$33,102
Interest earned on other investments2019-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$95,979
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$71,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$-1,025,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30Yes
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$616,607
Employer contributions (assets) at end of year2019-09-30$616,607
Employer contributions (assets) at beginning of year2019-09-30$599,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$943,245
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30CARON & BLETZER, PLLC
Accountancy firm EIN2019-09-30043499945
2018 : EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-09-30$3,498,720
Total of all expenses incurred2018-09-30$1,335,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$1,274,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$966,368
Value of total assets at end of year2018-09-30$22,210,957
Value of total assets at beginning of year2018-09-30$20,047,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$61,015
Total interest from all sources2018-09-30$25,569
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$965,846
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$965,846
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30No
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$366,595
Participant contributions at end of year2018-09-30$548,411
Participant contributions at beginning of year2018-09-30$491,746
Other income not declared elsewhere2018-09-30$1,540,937
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$2,163,439
Value of net assets at end of year (total assets less liabilities)2018-09-30$22,210,957
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$20,047,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$61,015
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$20,990,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$19,018,671
Interest on participant loans2018-09-30$25,569
Value of interest in common/collective trusts at beginning of year2018-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$71,980
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$63,581
Expenses. Payments to insurance carriers foe the provision of benefits2018-09-30$0
Net investment gain or loss from common/collective trusts2018-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$599,773
Employer contributions (assets) at end of year2018-09-30$599,773
Employer contributions (assets) at beginning of year2018-09-30$473,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$1,274,266
Contract administrator fees2018-09-30$0
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30CARON & BLETZER, PLLC
Accountancy firm EIN2018-09-30043499945
2017 : EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$3,570,838
Total of all expenses incurred2017-09-30$818,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$765,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$797,693
Value of total assets at end of year2017-09-30$20,047,518
Value of total assets at beginning of year2017-09-30$17,295,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$53,157
Total interest from all sources2017-09-30$18,473
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$324,173
Participant contributions at end of year2017-09-30$491,746
Participant contributions at beginning of year2017-09-30$382,936
Participant contributions at beginning of year2017-09-30$0
Other income not declared elsewhere2017-09-30$2,754,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$2,752,482
Value of net assets at end of year (total assets less liabilities)2017-09-30$20,047,518
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$17,295,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Investment advisory and management fees2017-09-30$53,157
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$19,018,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$16,342,067
Interest on participant loans2017-09-30$18,473
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$63,581
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$114,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$473,520
Employer contributions (assets) at end of year2017-09-30$473,520
Employer contributions (assets) at beginning of year2017-09-30$455,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$765,199
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30CARON & BLETZER, PLLC
Accountancy firm EIN2017-09-30043499945
2016 : EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$2,477,955
Total of all expenses incurred2016-09-30$608,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$559,341
Expenses. Certain deemed distributions of participant loans2016-09-30$2,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$751,334
Value of total assets at end of year2016-09-30$17,295,036
Value of total assets at beginning of year2016-09-30$15,425,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$46,233
Total interest from all sources2016-09-30$13,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$295,969
Participant contributions at end of year2016-09-30$382,936
Participant contributions at beginning of year2016-09-30$276,786
Participant contributions at end of year2016-09-30$0
Other income not declared elsewhere2016-09-30$1,712,703
Liabilities. Value of operating payables at beginning of year2016-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$1,869,652
Value of net assets at end of year (total assets less liabilities)2016-09-30$17,295,036
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$15,425,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Investment advisory and management fees2016-09-30$46,233
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$16,342,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$14,693,894
Interest on participant loans2016-09-30$13,918
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$114,668
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$34,293
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$455,365
Employer contributions (assets) at end of year2016-09-30$455,365
Employer contributions (assets) at beginning of year2016-09-30$420,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$559,341
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30CARON & BLETZER, PLLC
Accountancy firm EIN2016-09-30043499945
2015 : EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$415,394
Total of all expenses incurred2015-09-30$865,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$811,047
Expenses. Certain deemed distributions of participant loans2015-09-30$7,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$670,281
Value of total assets at end of year2015-09-30$15,425,384
Value of total assets at beginning of year2015-09-30$15,875,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$46,742
Total interest from all sources2015-09-30$14,556
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$241,258
Participant contributions at end of year2015-09-30$276,786
Participant contributions at beginning of year2015-09-30$272,907
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$8,612
Liabilities. Value of operating payables at end of year2015-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-450,297
Value of net assets at end of year (total assets less liabilities)2015-09-30$15,425,384
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$15,875,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Investment advisory and management fees2015-09-30$46,742
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$14,693,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$15,229,133
Interest on participant loans2015-09-30$14,556
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$34,293
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$34,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-269,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$420,411
Employer contributions (assets) at end of year2015-09-30$420,411
Employer contributions (assets) at beginning of year2015-09-30$338,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$811,047
Contract administrator fees2015-09-30$0
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30CARON & BLETZER, PLLC
Accountancy firm EIN2015-09-30043499945
2014 : EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-09-30$1,990,216
Total of all expenses incurred2014-09-30$2,496,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$2,445,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$541,886
Value of total assets at end of year2014-09-30$15,875,681
Value of total assets at beginning of year2014-09-30$16,382,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$51,146
Total interest from all sources2014-09-30$12,282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$202,929
Participant contributions at end of year2014-09-30$272,907
Participant contributions at beginning of year2014-09-30$193,936
Participant contributions at beginning of year2014-09-30$0
Administrative expenses (other) incurred2014-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$-506,725
Value of net assets at end of year (total assets less liabilities)2014-09-30$15,875,681
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$16,382,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Investment advisory and management fees2014-09-30$51,146
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$15,229,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$15,444,322
Interest on participant loans2014-09-30$12,282
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$34,684
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$34,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$1,436,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30Yes
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$338,957
Employer contributions (assets) at end of year2014-09-30$338,957
Employer contributions (assets) at beginning of year2014-09-30$709,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$2,445,795
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30CARON & BLETZER, PLLC
Accountancy firm EIN2014-09-30043499945
2013 : EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-09-30$3,373,385
Total of all expenses incurred2013-09-30$492,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$437,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$844,971
Value of total assets at end of year2013-09-30$16,382,406
Value of total assets at beginning of year2013-09-30$13,501,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$54,403
Total interest from all sources2013-09-30$8,044
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$135,729
Participant contributions at end of year2013-09-30$193,936
Participant contributions at beginning of year2013-09-30$173,244
Participant contributions at end of year2013-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$2,881,229
Value of net assets at end of year (total assets less liabilities)2013-09-30$16,382,406
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$13,501,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Investment advisory and management fees2013-09-30$54,403
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$15,444,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$12,625,571
Interest on participant loans2013-09-30$8,044
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$34,906
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$30,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$2,520,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30Yes
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$709,242
Employer contributions (assets) at end of year2013-09-30$709,242
Employer contributions (assets) at beginning of year2013-09-30$672,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$437,753
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30CARON & BLETZER, PLLC
Accountancy firm EIN2013-09-30043499945
2012 : EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$3,192,688
Total of all expenses incurred2012-09-30$283,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$210,071
Expenses. Certain deemed distributions of participant loans2012-09-30$1,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$798,479
Value of total assets at end of year2012-09-30$13,501,177
Value of total assets at beginning of year2012-09-30$10,591,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$71,533
Total interest from all sources2012-09-30$7,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$126,269
Participant contributions at end of year2012-09-30$173,244
Participant contributions at beginning of year2012-09-30$157,064
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$2,909,589
Value of net assets at end of year (total assets less liabilities)2012-09-30$13,501,177
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$10,591,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Investment advisory and management fees2012-09-30$71,533
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$12,625,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$9,780,720
Interest on participant loans2012-09-30$7,086
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$30,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$26,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$2,387,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$672,210
Employer contributions (assets) at end of year2012-09-30$672,210
Employer contributions (assets) at beginning of year2012-09-30$627,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$210,071
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30CARON & BLETZER, PLLC
Accountancy firm EIN2012-09-30043499945
2011 : EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$516,583
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$860,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$779,776
Expenses. Certain deemed distributions of participant loans2011-09-30$4,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$738,387
Value of total assets at end of year2011-09-30$10,591,588
Value of total assets at beginning of year2011-09-30$10,935,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$76,106
Total interest from all sources2011-09-30$8,093
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$109,659
Participant contributions at end of year2011-09-30$157,064
Participant contributions at beginning of year2011-09-30$169,035
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-343,630
Value of net assets at end of year (total assets less liabilities)2011-09-30$10,591,588
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$10,935,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Investment advisory and management fees2011-09-30$76,106
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$9,780,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$10,124,153
Value of interest in pooled separate accounts at beginning of year2011-09-30$0
Interest on participant loans2011-09-30$8,093
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$26,504
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$22,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-229,893
Net investment gain/loss from pooled separate accounts2011-09-30$-4
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30Yes
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$628,728
Employer contributions (assets) at end of year2011-09-30$627,300
Employer contributions (assets) at beginning of year2011-09-30$619,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$779,776
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30CARON & BLETZER, PLLC
Accountancy firm EIN2011-09-30043499945
2010 : EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN

2021: EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2010: EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedYes
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement – InsuranceYes
2010-10-01Plan benefit arrangement - TrustYes
2009: EAGLE LEASING COMPANY SECTION 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-BO-VM05
Policy instance 1
Insurance contract or identification numberGAP-BO-VM05
Number of Individuals Covered151
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $27
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $27
Insurance broker organization code?7
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-BO-VM05
Policy instance 1
Insurance contract or identification numberGAP-BO-VM05
Number of Individuals Covered152
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $329
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $329
Insurance broker organization code?7
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-BO-VM05
Policy instance 1
Insurance contract or identification numberGAP-BO-VM05
Number of Individuals Covered144
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $328
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $328
Insurance broker organization code?7
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-BO-VM05
Policy instance 1
Insurance contract or identification numberGAP-BO-VM05
Number of Individuals Covered152
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $245
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $245
Insurance broker organization code?7
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-BO-VM05
Policy instance 1
Insurance contract or identification numberGAP-BO-VM05
Number of Individuals Covered144
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $263
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-BO-VM05
Policy instance 1
Insurance contract or identification numberGAP-BO-VM05
Number of Individuals Covered142
Insurance policy start date2015-10-01
Insurance policy end date2016-09-30
Total amount of commissions paid to insurance brokerUSD $460
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $460
Insurance broker organization code?7
Insurance broker nameLPL FINANCIAL CORPORATION
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-BO-VM05
Policy instance 1
Insurance contract or identification numberGAP-BO-VM05
Number of Individuals Covered156
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $138
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $138
Insurance broker organization code?7
Insurance broker nameLPL FINANCIAL CORPORATION
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-BO-VM05
Policy instance 1
Insurance contract or identification numberGAP-BO-VM05
Number of Individuals Covered143
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $140
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $140
Insurance broker organization code?4
Insurance broker nameLPL FINANCIAL CORPORATION
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-BO-VM05
Policy instance 1
Insurance contract or identification numberGAP-BO-VM05
Number of Individuals Covered126
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $132
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $132
Insurance broker organization code?4
Insurance broker nameLPL FINANCIAL CORPORATION
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-BO-VM05
Policy instance 1
Insurance contract or identification numberGAP-BO-VM05
Number of Individuals Covered120
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $147
Total amount of fees paid to insurance companyUSD $37
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-BO-VM05
Policy instance 1
Insurance contract or identification numberGAP-BO-VM05
Number of Individuals Covered114
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $127
Total amount of fees paid to insurance companyUSD $32
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes

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