LIVONIA AVON AND LAKEVILLE RAILROAD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan L A AND L AND WNYPA RAILROADS 401K PLAN
Measure | Date | Value |
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2013: L A AND L AND WNYPA RAILROADS 401K PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 91 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 89 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
Total of all active and inactive participants | 2013-01-01 | 91 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 91 |
Number of participants with account balances | 2013-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: L A AND L AND WNYPA RAILROADS 401K PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 96 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 89 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
Total of all active and inactive participants | 2012-01-01 | 91 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 91 |
Number of participants with account balances | 2012-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: L A AND L AND WNYPA RAILROADS 401K PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 112 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 93 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 5 |
Total of all active and inactive participants | 2011-01-01 | 98 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 98 |
Number of participants with account balances | 2011-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: L A AND L AND WNYPA RAILROADS 401K PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 100 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 104 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 5 |
Total of all active and inactive participants | 2010-01-01 | 109 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 109 |
Number of participants with account balances | 2010-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: L A AND L AND WNYPA RAILROADS 401K PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 97 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 103 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 5 |
Total of all active and inactive participants | 2009-01-01 | 108 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 108 |
Number of participants with account balances | 2009-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2013 : L A AND L AND WNYPA RAILROADS 401K PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $235,085 |
Expenses. Total of all expenses incurred | 2013-12-31 | $54,065 |
Benefits paid (including direct rollovers) | 2013-12-31 | $54,065 |
Total plan assets at end of year | 2013-12-31 | $1,010,688 |
Total plan assets at beginning of year | 2013-12-31 | $829,668 |
Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
Total contributions received or receivable from participants | 2013-12-31 | $94,327 |
Other income received | 2013-12-31 | $140,758 |
Net income (gross income less expenses) | 2013-12-31 | $181,020 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,010,688 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $829,668 |
Assets. Value of participant loans | 2013-12-31 | $29,146 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : L A AND L AND WNYPA RAILROADS 401K PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $172,960 |
Expenses. Total of all expenses incurred | 2012-12-31 | $17,953 |
Benefits paid (including direct rollovers) | 2012-12-31 | $17,953 |
Total plan assets at end of year | 2012-12-31 | $829,668 |
Total plan assets at beginning of year | 2012-12-31 | $674,661 |
Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
Total contributions received or receivable from participants | 2012-12-31 | $85,139 |
Other income received | 2012-12-31 | $87,821 |
Net income (gross income less expenses) | 2012-12-31 | $155,007 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $829,668 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $674,661 |
Assets. Value of participant loans | 2012-12-31 | $29,397 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : L A AND L AND WNYPA RAILROADS 401K PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $67,206 |
Expenses. Total of all expenses incurred | 2011-12-31 | $70,440 |
Benefits paid (including direct rollovers) | 2011-12-31 | $70,440 |
Total plan assets at end of year | 2011-12-31 | $674,661 |
Total plan assets at beginning of year | 2011-12-31 | $677,895 |
Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
Total contributions received or receivable from participants | 2011-12-31 | $90,784 |
Other income received | 2011-12-31 | $-23,578 |
Net income (gross income less expenses) | 2011-12-31 | $-3,234 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $674,661 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $677,895 |
Assets. Value of participant loans | 2011-12-31 | $36,806 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : L A AND L AND WNYPA RAILROADS 401K PLAN 2010 401k financial data |
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Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $181,999 |
Expenses. Total of all expenses incurred | 2010-12-31 | $22,020 |
Benefits paid (including direct rollovers) | 2010-12-31 | $22,020 |
Total plan assets at end of year | 2010-12-31 | $677,895 |
Total plan assets at beginning of year | 2010-12-31 | $517,916 |
Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
Total contributions received or receivable from participants | 2010-12-31 | $109,086 |
Other income received | 2010-12-31 | $72,913 |
Net income (gross income less expenses) | 2010-12-31 | $159,979 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $677,895 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $517,916 |
Assets. Value of participant loans | 2010-12-31 | $8,049 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : L A AND L AND WNYPA RAILROADS 401K PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2013: L A AND L AND WNYPA RAILROADS 401K PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Mulitple employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: L A AND L AND WNYPA RAILROADS 401K PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Mulitple employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: L A AND L AND WNYPA RAILROADS 401K PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Mulitple employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: L A AND L AND WNYPA RAILROADS 401K PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Mulitple employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: L A AND L AND WNYPA RAILROADS 401K PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Mulitple employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) |
Policy contract number | 84680 |
Policy instance | 1 |
Insurance contract or identification number | 84680 | Number of Individuals Covered | 28 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $4,433 | Total amount of fees paid to insurance company | USD $490 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $4,433 | Insurance broker organization code? | 4 | Amount paid for insurance broker fees | 490 | Additional information about fees paid to insurance broker | TPA FEES | Insurance broker name | HARTMAN CONSULTING, LLC |
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JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) |
Policy contract number | 84680 |
Policy instance | 1 |
Insurance contract or identification number | 84680 | Number of Individuals Covered | 29 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $3,661 | Total amount of fees paid to insurance company | USD $260 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $3,661 | Insurance broker organization code? | 4 | Amount paid for insurance broker fees | 260 | Additional information about fees paid to insurance broker | TPA FEES | Insurance broker name | HARTMAN CONSULTING, LLC |
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JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) |
Policy contract number | 84680 |
Policy instance | 1 |
Insurance contract or identification number | 84680 | Number of Individuals Covered | 30 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $3,482 | Total amount of fees paid to insurance company | USD $695 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
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JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) |
Policy contract number | 84680 |
Policy instance | 1 |
Insurance contract or identification number | 84680 | Number of Individuals Covered | 38 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $2,911 | Total amount of fees paid to insurance company | USD $390 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $2,911 | Additional information about fees paid to insurance broker | COMMISSION | Insurance broker organization code? | 4 | Amount paid for insurance broker fees | 390 | Insurance broker name | HARTMAN CONSULTING, LLC |
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