STOUT'S CHARTER SERVICE, INC./STOUT'S BUS SERVICE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STOUT'S CHARTER SERVICE, INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : STOUT'S CHARTER SERVICE, INC. 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-09-11 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-11 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-11 | 72592 |
| Net assets as of the end of the plan year | 2025-09-11 | 1211885 |
| Total assets as of the beginning of the plan year | 2025-09-11 | 1051802 |
| Value of plan covered by a fidelity bond | 2025-09-11 | 250000 |
| Participant contributions to plan in this plan year | 2025-09-11 | 80037 |
| Value of participant loans at end of plan year | 2025-09-11 | 5186 |
| Other expenses paid from plan in this plan year | 2025-09-11 | 0 |
| Other contributions to plan in this plan year | 2025-09-11 | 0 |
| Other income to plan in this plan year | 2025-09-11 | 138342 |
| Plan net income in this plan year | 2025-09-11 | 160083 |
| Net assets as of the end of the plan year | 2025-09-11 | 1211885 |
| Net assets as of the beginning of the plan year | 2025-09-11 | 1051802 |
| Employer contributions to plan in this plan year | 2025-09-11 | 14296 |
| Fees paid to broker by Benefit Provider | 2025-09-11 | 5737 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-11 | 1920 |
| 2024 : STOUT'S CHARTER SERVICE, INC. 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-09 | 136885 |
| Net assets as of the end of the plan year | 2024-10-09 | 1051802 |
| Total assets as of the beginning of the plan year | 2024-10-09 | 961051 |
| Value of plan covered by a fidelity bond | 2024-10-09 | 250000 |
| Participant contributions to plan in this plan year | 2024-10-09 | 69321 |
| Value of participant loans at end of plan year | 2024-10-09 | 9969 |
| Other contributions to plan in this plan year | 2024-10-09 | 0 |
| Other income to plan in this plan year | 2024-10-09 | 145121 |
| Plan net income in this plan year | 2024-10-09 | 90751 |
| Net assets as of the end of the plan year | 2024-10-09 | 1051802 |
| Net assets as of the beginning of the plan year | 2024-10-09 | 961051 |
| Employer contributions to plan in this plan year | 2024-10-09 | 13194 |
| Fees paid to broker by Benefit Provider | 2024-10-09 | 5106 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-09 | 2406 |
| 2022 : STOUT'S CHARTER SERVICE, INC. 401(K) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-235,844 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $46,833 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $41,000 |
| Value of total corrective distributions | 2022-12-31 | $5,006 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $72,850 |
| Value of total assets at end of year | 2022-12-31 | $961,051 |
| Value of total assets at beginning of year | 2022-12-31 | $1,243,728 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $827 |
| Total interest from all sources | 2022-12-31 | $899 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $61,203 |
| Participant contributions at end of year | 2022-12-31 | $14,554 |
| Participant contributions at beginning of year | 2022-12-31 | $28,196 |
| Participant contributions at end of year | 2022-12-31 | $878 |
| Participant contributions at beginning of year | 2022-12-31 | $-792 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-282,677 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $961,051 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,243,728 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $949,189 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,114,019 |
| Interest on participant loans | 2022-12-31 | $899 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-309,593 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $11,647 |
| Employer contributions (assets) at end of year | 2022-12-31 | $-3,570 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $102,305 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $41,000 |
| Contract administrator fees | 2022-12-31 | $827 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Disclaimer |
| Accountancy firm name | 2022-12-31 | LEAR & PANNEPACKER, LLP |
| Accountancy firm EIN | 2022-12-31 | 222947255 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-235,844 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $46,833 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $41,000 |
| Value of total corrective distributions | 2022-01-01 | $5,006 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $72,850 |
| Value of total assets at end of year | 2022-01-01 | $961,051 |
| Value of total assets at beginning of year | 2022-01-01 | $1,243,728 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $827 |
| Total interest from all sources | 2022-01-01 | $899 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $61,203 |
| Participant contributions at end of year | 2022-01-01 | $14,554 |
| Participant contributions at beginning of year | 2022-01-01 | $28,196 |
| Participant contributions at end of year | 2022-01-01 | $878 |
| Participant contributions at beginning of year | 2022-01-01 | $-792 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-282,677 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $961,051 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $1,243,728 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $949,189 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $1,114,019 |
| Interest on participant loans | 2022-01-01 | $899 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-309,593 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $11,647 |
| Employer contributions (assets) at end of year | 2022-01-01 | $-3,570 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $102,305 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $41,000 |
| Contract administrator fees | 2022-01-01 | $827 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 3 |
| Accountancy firm name | 2022-01-01 | LEAR & PANNEPACKER, LLP |
| Accountancy firm EIN | 2022-01-01 | 222947255 |
| 2021 : STOUT'S CHARTER SERVICE, INC. 401(K) PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $286,106 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $8,859 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,416 |
| Value of total corrective distributions | 2021-12-31 | $5,343 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $147,122 |
| Value of total assets at end of year | 2021-12-31 | $1,243,728 |
| Value of total assets at beginning of year | 2021-12-31 | $966,481 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $100 |
| Total interest from all sources | 2021-12-31 | $2,325 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $25,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $38,404 |
| Participant contributions at end of year | 2021-12-31 | $28,196 |
| Participant contributions at beginning of year | 2021-12-31 | $47,034 |
| Participant contributions at end of year | 2021-12-31 | $-792 |
| Participant contributions at beginning of year | 2021-12-31 | $1,527 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $277,247 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,243,728 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $966,481 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,114,019 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $916,310 |
| Interest on participant loans | 2021-12-31 | $2,325 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $136,659 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $108,718 |
| Employer contributions (assets) at end of year | 2021-12-31 | $102,305 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $1,610 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,416 |
| Contract administrator fees | 2021-12-31 | $100 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
| 2020 : STOUT'S CHARTER SERVICE, INC. 401(K) PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $105,516 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $393,249 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $392,499 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $31,018 |
| Value of total assets at end of year | 2020-12-31 | $966,481 |
| Value of total assets at beginning of year | 2020-12-31 | $1,254,214 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $750 |
| Total interest from all sources | 2020-12-31 | $3,001 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $25,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $26,041 |
| Participant contributions at end of year | 2020-12-31 | $47,034 |
| Participant contributions at beginning of year | 2020-12-31 | $38,533 |
| Participant contributions at end of year | 2020-12-31 | $1,527 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $-287,733 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $966,481 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,254,214 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $916,310 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,214,527 |
| Interest on participant loans | 2020-12-31 | $3,001 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $71,497 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $4,977 |
| Employer contributions (assets) at end of year | 2020-12-31 | $1,610 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $1,154 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $392,499 |
| Contract administrator fees | 2020-12-31 | $750 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
