LEVY SCHOOL BUS COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LEVY SCHOOL BUS CO. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023 : LEVY SCHOOL BUS CO. 401(K) PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $5,743 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $845,774 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $345,262 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $341,488 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $334,441 |
| Value of total assets at end of year | 2023-12-31 | $3,489,443 |
| Value of total assets at beginning of year | 2023-12-31 | $2,983,188 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $3,774 |
| Total interest from all sources | 2023-12-31 | $4,401 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $112,109 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $112,109 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $400,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $261,492 |
| Participant contributions at end of year | 2023-12-31 | $82,870 |
| Participant contributions at beginning of year | 2023-12-31 | $73,794 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-12-31 | $5,743 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-12-31 | $0 |
| Total non interest bearing cash at end of year | 2023-12-31 | $7,251 |
| Total non interest bearing cash at beginning of year | 2023-12-31 | $8,784 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $500,512 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $3,483,700 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,983,188 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $3,399,322 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $2,900,610 |
| Interest on participant loans | 2023-12-31 | $4,401 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $394,823 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $72,949 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $341,488 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2023-12-31 | 410746749 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $5,743 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $845,774 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $345,262 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $341,488 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $334,441 |
| Value of total assets at end of year | 2023-01-01 | $3,489,443 |
| Value of total assets at beginning of year | 2023-01-01 | $2,983,188 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $3,774 |
| Total interest from all sources | 2023-01-01 | $4,401 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $112,109 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $112,109 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $400,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $261,492 |
| Participant contributions at end of year | 2023-01-01 | $82,870 |
| Participant contributions at beginning of year | 2023-01-01 | $73,794 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-01-01 | $5,743 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-01-01 | $0 |
| Total non interest bearing cash at end of year | 2023-01-01 | $7,251 |
| Total non interest bearing cash at beginning of year | 2023-01-01 | $8,784 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $500,512 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $3,483,700 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $2,983,188 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $3,399,322 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $2,900,610 |
| Interest on participant loans | 2023-01-01 | $4,401 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $394,823 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $72,949 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $341,488 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2023-01-01 | 410746749 |
| 2022 : LEVY SCHOOL BUS CO. 401(K) PROFIT SHARING 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 | $8,389 |
| Total income from all sources (including contributions) | 2022-12-31 | $-396,310 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $1,051,744 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,050,253 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $304,938 |
| Value of total assets at end of year | 2022-12-31 | $2,983,188 |
| Value of total assets at beginning of year | 2022-12-31 | $4,439,631 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,491 |
| Total interest from all sources | 2022-12-31 | $3,570 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $139,757 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $139,757 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $400,000 |
| 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 | $233,451 |
| Participant contributions at end of year | 2022-12-31 | $73,794 |
| Participant contributions at beginning of year | 2022-12-31 | $84,059 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,661 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $8,389 |
| Total non interest bearing cash at end of year | 2022-12-31 | $8,784 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $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 | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-1,448,054 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,983,188 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,431,242 |
| 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 | $2,900,610 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $4,345,090 |
| Interest on participant loans | 2022-12-31 | $3,570 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $8,821 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $8,821 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-844,575 |
| 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 | $69,826 |
| Employer contributions (assets) at end of year | 2022-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $1,661 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,050,253 |
| Contract administrator fees | 2022-12-31 | $1,491 |
| 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 | Unqualified |
| Accountancy firm name | 2022-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2022-12-31 | 410746749 |
| 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 | $8,389 |
| Total income from all sources (including contributions) | 2022-01-01 | $-396,310 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $1,051,744 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $1,050,253 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $304,938 |
| Value of total assets at end of year | 2022-01-01 | $2,983,188 |
| Value of total assets at beginning of year | 2022-01-01 | $4,439,631 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $1,491 |
| Total interest from all sources | 2022-01-01 | $3,570 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $139,757 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $139,757 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $400,000 |
| 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 | $233,451 |
| Participant contributions at end of year | 2022-01-01 | $73,794 |
| Participant contributions at beginning of year | 2022-01-01 | $84,059 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $1,661 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-01-01 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-01-01 | $8,389 |
| Total non interest bearing cash at end of year | 2022-01-01 | $8,784 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $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 | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-1,448,054 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $2,983,188 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $4,431,242 |
| 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 | $2,900,610 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $4,345,090 |
| Interest on participant loans | 2022-01-01 | $3,570 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-844,575 |
| 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 | $69,826 |
| Employer contributions (assets) at end of year | 2022-01-01 | $0 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $1,661 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $1,050,253 |
| Contract administrator fees | 2022-01-01 | $1,491 |
| 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 | 1 |
| Accountancy firm name | 2022-01-01 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2022-01-01 | 410746749 |
| 2021 : LEVY SCHOOL BUS CO. 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) | 2021-12-31 | $8,389 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $3,185 |
| Total income from all sources (including contributions) | 2021-12-31 | $789,373 |
| Total of all expenses incurred | 2021-12-31 | $374,034 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $373,834 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $247,425 |
| Value of total assets at end of year | 2021-12-31 | $4,439,631 |
| Value of total assets at beginning of year | 2021-12-31 | $4,019,088 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $200 |
| Total interest from all sources | 2021-12-31 | $4,959 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $236,792 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $236,792 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $401,590 |
| 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 | $183,932 |
| Participant contributions at end of year | 2021-12-31 | $84,059 |
| Participant contributions at beginning of year | 2021-12-31 | $106,686 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $952 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $8,389 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $3,185 |
| 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 | $415,339 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $4,431,242 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,015,903 |
| 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 | $4,345,090 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $3,912,402 |
| Interest on participant loans | 2021-12-31 | $4,959 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $8,821 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $300,197 |
| 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 | $62,541 |
| Employer contributions (assets) at end of year | 2021-12-31 | $1,661 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $373,834 |
| Contract administrator fees | 2021-12-31 | $200 |
| 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 | Unqualified |
| Accountancy firm name | 2021-12-31 | CONCANNON, MILLER & CO., P.C. |
| Accountancy firm EIN | 2021-12-31 | 232620120 |
| 2020 : LEVY SCHOOL BUS CO. 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) | 2020-12-31 | $3,185 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $4,350 |
| Total income from all sources (including contributions) | 2020-12-31 | $700,811 |
| Total of all expenses incurred | 2020-12-31 | $289,462 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $287,910 |
| Value of total corrective distributions | 2020-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $213,549 |
| Value of total assets at end of year | 2020-12-31 | $4,019,088 |
| Value of total assets at beginning of year | 2020-12-31 | $3,608,904 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,552 |
| Total income from rents | 2020-12-31 | $0 |
| Total interest from all sources | 2020-12-31 | $6,803 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $113,288 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $113,288 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $360,455 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $165,013 |
| Participant contributions at end of year | 2020-12-31 | $106,686 |
| Participant contributions at beginning of year | 2020-12-31 | $140,490 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $3,185 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $4,350 |
| 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 | $411,349 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $4,015,903 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,604,554 |
| 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 | $3,912,402 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $3,468,414 |
| Interest on participant loans | 2020-12-31 | $6,803 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $367,171 |
| 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 | $48,536 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $287,910 |
| Contract administrator fees | 2020-12-31 | $1,552 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | CONCANNON, MILLER & CO., P.C. |
| Accountancy firm EIN | 2020-12-31 | 232620120 |
| 2019 : LEVY SCHOOL BUS CO. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $4,350 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $5,651 |
| Total income from all sources (including contributions) | 2019-12-31 | $853,701 |
| Total of all expenses incurred | 2019-12-31 | $361,816 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $358,075 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $246,573 |
| Value of total assets at end of year | 2019-12-31 | $3,608,904 |
| Value of total assets at beginning of year | 2019-12-31 | $3,118,320 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $3,741 |
| Total interest from all sources | 2019-12-31 | $6,073 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $131,937 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $131,937 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $311,267 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $189,174 |
| Participant contributions at end of year | 2019-12-31 | $140,490 |
| Participant contributions at beginning of year | 2019-12-31 | $104,065 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $4,350 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $5,651 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $491,885 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,604,554 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,112,669 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $3,468,414 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,014,255 |
| Interest on participant loans | 2019-12-31 | $6,073 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $469,118 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $57,399 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $358,075 |
| Contract administrator fees | 2019-12-31 | $3,741 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | CONCANNON, MILLER & CO., P.C. |
| Accountancy firm EIN | 2019-12-31 | 232620120 |
| 2018 : LEVY SCHOOL BUS CO. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $5,651 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $4,594 |
| Total income from all sources (including contributions) | 2018-12-31 | $69,701 |
| Total of all expenses incurred | 2018-12-31 | $262,039 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $259,631 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $217,945 |
| Value of total assets at end of year | 2018-12-31 | $3,118,320 |
| Value of total assets at beginning of year | 2018-12-31 | $3,309,601 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $2,408 |
| Total interest from all sources | 2018-12-31 | $4,591 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $330,501 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $166,860 |
| Participant contributions at end of year | 2018-12-31 | $104,065 |
| Participant contributions at beginning of year | 2018-12-31 | $95,284 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $345 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $5,651 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $4,594 |
| Administrative expenses (other) incurred | 2018-12-31 | $2,408 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-192,338 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $3,112,669 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,305,007 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $3,014,255 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $3,214,317 |
| Interest on participant loans | 2018-12-31 | $4,591 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-152,835 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $50,740 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $259,631 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | CONCANNON, MILLER & CO., P.C. |
| Accountancy firm EIN | 2018-12-31 | 232620120 |
| 2017 : LEVY SCHOOL BUS CO. 401(K) PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $4,594 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $3,689 |
| Total income from all sources (including contributions) | 2017-12-31 | $691,477 |
| Total of all expenses incurred | 2017-12-31 | $152,517 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $147,823 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $213,017 |
| Value of total assets at end of year | 2017-12-31 | $3,309,601 |
| Value of total assets at beginning of year | 2017-12-31 | $2,769,736 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $4,694 |
| Total interest from all sources | 2017-12-31 | $3,010 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $276,605 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $161,662 |
| Participant contributions at end of year | 2017-12-31 | $95,284 |
| Participant contributions at beginning of year | 2017-12-31 | $71,156 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $4,594 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $3,689 |
| Administrative expenses (other) incurred | 2017-12-31 | $4,694 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $538,960 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,305,007 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,766,047 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $3,214,317 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $2,698,580 |
| Interest on participant loans | 2017-12-31 | $3,010 |
| Interest earned on other investments | 2017-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $475,450 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $51,355 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $147,823 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | CONCANNON, MILLER & CO., P.C. |
| Accountancy firm EIN | 2017-12-31 | 232620120 |
| 2016 : LEVY SCHOOL BUS CO. 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) | 2016-12-31 | $3,689 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $2,686 |
| Total income from all sources (including contributions) | 2016-12-31 | $428,334 |
| Total of all expenses incurred | 2016-12-31 | $243,294 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $239,954 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $226,577 |
| Value of total assets at end of year | 2016-12-31 | $2,769,736 |
| Value of total assets at beginning of year | 2016-12-31 | $2,583,693 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $3,340 |
| Total interest from all sources | 2016-12-31 | $3,087 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $258,101 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $172,907 |
| Participant contributions at end of year | 2016-12-31 | $71,156 |
| Participant contributions at beginning of year | 2016-12-31 | $100,938 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $3,689 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $2,686 |
| Administrative expenses (other) incurred | 2016-12-31 | $3,340 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $185,040 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,766,047 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,581,007 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $2,698,580 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $2,482,755 |
| Interest on participant loans | 2016-12-31 | $3,087 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $198,670 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $53,670 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $239,954 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | CONCANNON, MILLER & CO., P.C. |
| Accountancy firm EIN | 2016-12-31 | 232620120 |
| 2015 : LEVY SCHOOL BUS CO. 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) | 2015-12-31 | $2,686 |
| Total income from all sources (including contributions) | 2015-12-31 | $205,578 |
| Total of all expenses incurred | 2015-12-31 | $138,082 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $136,622 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $231,960 |
| Value of total assets at end of year | 2015-12-31 | $2,583,693 |
| Value of total assets at beginning of year | 2015-12-31 | $2,513,511 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,460 |
| Total interest from all sources | 2015-12-31 | $3,682 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $251,351 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $172,273 |
| Participant contributions at end of year | 2015-12-31 | $100,938 |
| Participant contributions at beginning of year | 2015-12-31 | $102,493 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $3,888 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $2,686 |
| Other income not declared elsewhere | 2015-12-31 | $-30,064 |
| Administrative expenses (other) incurred | 2015-12-31 | $1,460 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $67,496 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,581,007 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,513,511 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $2,482,755 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,411,018 |
| Interest on participant loans | 2015-12-31 | $3,682 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $55,799 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $136,622 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | CONCANNON, MILLER & CO., P.C. |
| Accountancy firm EIN | 2015-12-31 | 232620120 |
| 2014 : LEVY SCHOOL BUS CO. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total transfer of assets to this plan | 2014-12-31 | $0 |
| Total transfer of assets from this plan | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $374,131 |
| Total of all expenses incurred | 2014-12-31 | $890,627 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $883,540 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $229,601 |
| Value of total assets at end of year | 2014-12-31 | $2,513,511 |
| Value of total assets at beginning of year | 2014-12-31 | $3,030,007 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $7,087 |
| Total interest from all sources | 2014-12-31 | $4,525 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $177,019 |
| Participant contributions at end of year | 2014-12-31 | $102,493 |
| Participant contributions at beginning of year | 2014-12-31 | $123,527 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $187 |
| Administrative expenses (other) incurred | 2014-12-31 | $7,087 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $-516,496 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,513,511 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,030,007 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $2,411,018 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $2,906,480 |
| Interest on participant loans | 2014-12-31 | $4,525 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $140,005 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $52,395 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $883,540 |
| Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | CONCANNON, MILLER & CO., P.C. |
| Accountancy firm EIN | 2014-12-31 | 232620120 |
| 2013 : LEVY SCHOOL BUS CO. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total transfer of assets to this plan | 2013-12-31 | $2,514,811 |
| Total transfer of assets from this plan | 2013-12-31 | $2,516,815 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $773,716 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $134,250 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $101,017 |
| Value of total corrective distributions | 2013-12-31 | $25,690 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $281,747 |
| Value of total assets at end of year | 2013-12-31 | $3,030,007 |
| Value of total assets at beginning of year | 2013-12-31 | $2,392,545 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $7,543 |
| Total interest from all sources | 2013-12-31 | $5,735 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $217,076 |
| Participant contributions at end of year | 2013-12-31 | $123,527 |
| Participant contributions at beginning of year | 2013-12-31 | $90,417 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $0 |
| Administrative expenses (other) incurred | 2013-12-31 | $7,543 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Income. Non cash contributions | 2013-12-31 | $0 |
| Value of net income/loss | 2013-12-31 | $639,466 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $3,030,007 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,392,545 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $2,906,480 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2013-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $2,216,110 |
| Interest on participant loans | 2013-12-31 | $5,735 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $3,808 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $3,808 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $82,210 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $486,234 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $64,671 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $101,017 |
| Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | CONCANNON, MILLER & CO., P.C. |
| Accountancy firm EIN | 2013-12-31 | 232620120 |
| 2012 : LEVY SCHOOL BUS CO. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Expenses. Interest paid | 2012-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $543,527 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $274,982 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $232,422 |
| Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of total corrective distributions | 2012-12-31 | $20,847 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $261,478 |
| Value of total assets at end of year | 2012-12-31 | $2,392,545 |
| Value of total assets at beginning of year | 2012-12-31 | $2,124,000 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $21,713 |
| Total interest from all sources | 2012-12-31 | $3,843 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $201,671 |
| Participant contributions at end of year | 2012-12-31 | $90,417 |
| Participant contributions at beginning of year | 2012-12-31 | $75,317 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $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 | 2012-12-31 | No |
| Income. Non cash contributions | 2012-12-31 | $0 |
| Value of net income/loss | 2012-12-31 | $268,545 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,392,545 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,124,000 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2012-12-31 | $2,216,110 |
| Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $1,939,473 |
| Interest on participant loans | 2012-12-31 | $3,207 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $3,808 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $2,785 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $2,785 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $636 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $82,210 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $106,425 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $278,206 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $59,807 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $232,422 |
| Contract administrator fees | 2012-12-31 | $21,713 |
| Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | CONCANNON, MILLER & CO., P.C. |
| Accountancy firm EIN | 2012-12-31 | 232620120 |
| 2011 : LEVY SCHOOL BUS CO. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2011-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total transfer of assets to this plan | 2011-12-31 | $0 |
| Total transfer of assets from this plan | 2011-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Expenses. Interest paid | 2011-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $180,489 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $202,457 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $146,028 |
| Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $10,359 |
| Value of total corrective distributions | 2011-12-31 | $25,564 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $250,918 |
| Value of total assets at end of year | 2011-12-31 | $2,124,000 |
| Value of total assets at beginning of year | 2011-12-31 | $2,145,968 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $20,506 |
| Total income from rents | 2011-12-31 | $0 |
| Total interest from all sources | 2011-12-31 | $4,623 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $0 |
| Administrative expenses professional fees incurred | 2011-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $125,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $194,255 |
| Participant contributions at end of year | 2011-12-31 | $75,317 |
| Participant contributions at beginning of year | 2011-12-31 | $64,984 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $0 |
| Other income not declared elsewhere | 2011-12-31 | $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 | 2011-12-31 | No |
| Income. Non cash contributions | 2011-12-31 | $0 |
| Value of net income/loss | 2011-12-31 | $-21,968 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,124,000 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,145,968 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2011-12-31 | $1,939,473 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $1,966,220 |
| Interest on participant loans | 2011-12-31 | $3,087 |
| Income. Interest from loans (other than to participants) | 2011-12-31 | $0 |
| Interest earned on other investments | 2011-12-31 | $0 |
| Income. Interest from US Government securities | 2011-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2011-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $2,785 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,366 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $1,366 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $1,536 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $106,425 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $113,398 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-75,052 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2011-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $56,663 |
| Income. Dividends from preferred stock | 2011-12-31 | $0 |
| Income. Dividends from common stock | 2011-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $146,028 |
| Contract administrator fees | 2011-12-31 | $20,506 |
| Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Aggregate proceeds on sale of assets | 2011-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | CONCANNON, MILLER & CO., P.C. |
| Accountancy firm EIN | 2011-12-31 | 232620120 |
| 2010 : LEVY SCHOOL BUS CO. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $486,841 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $104,278 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $65,545 |
| Value of total corrective distributions | 2010-12-31 | $20,103 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $245,184 |
| Value of total assets at end of year | 2010-12-31 | $2,145,968 |
| Value of total assets at beginning of year | 2010-12-31 | $1,763,405 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $18,630 |
| Total interest from all sources | 2010-12-31 | $4,787 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $125,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $57,908 |
| Participant contributions at end of year | 2010-12-31 | $64,984 |
| Participant contributions at beginning of year | 2010-12-31 | $57,384 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $382,563 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,145,968 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,763,405 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $1,966,220 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $1,605,598 |
| Interest on participant loans | 2010-12-31 | $2,879 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,366 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $618 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $618 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $1,908 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $113,398 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $99,805 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $236,870 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $187,276 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $65,545 |
| Contract administrator fees | 2010-12-31 | $18,630 |
| Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | CONCANNON, MILLER & CO., P.C. |
| Accountancy firm EIN | 2010-12-31 | 232620120 |
| 2009 : LEVY SCHOOL BUS CO. 401(K) PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
