A-Z BUS SALES, INC. has sponsored the creation of one or more 401k plans.
Additional information about A-Z BUS SALES, INC.
Submission information for form 5500 for 401k plan A-Z BUS SALES, INC. ODD 401(K) PLAN
401k plan membership statisitcs for A-Z BUS SALES, INC. ODD 401(K) PLAN
Measure | Date | Value |
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2013 : A-Z BUS SALES, INC. ODD 401(K) PLAN 2013 401k financial data |
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Total transfer of assets from this plan | 2013-12-31 | $2,583,082 |
Total income from all sources (including contributions) | 2013-12-31 | $683,280 |
Total of all expenses incurred | 2013-12-31 | $318,017 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $306,114 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $297,338 |
Value of total assets at end of year | 2013-12-31 | $1,409,652 |
Value of total assets at beginning of year | 2013-12-31 | $3,627,471 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $11,903 |
Total interest from all sources | 2013-12-31 | $11,705 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $2,021 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $7,841 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $235,413 |
Participant contributions at end of year | 2013-12-31 | $86,104 |
Participant contributions at beginning of year | 2013-12-31 | $163,700 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $17,920 |
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 |
Value of net income/loss | 2013-12-31 | $365,263 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,409,652 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,627,471 |
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 |
Investment advisory and management fees | 2013-12-31 | $4,062 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $1,244,870 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $2,995,013 |
Interest on participant loans | 2013-12-31 | $8,464 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $1,152 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $14,005 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $14,005 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $3,241 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $77,526 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $253,552 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $28,288 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $343,928 |
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 | $44,005 |
Income. Dividends from common stock | 2013-12-31 | $2,021 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $306,114 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | Yes |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $201,201 |
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 | TALLEY & COMPANY |
Accountancy firm EIN | 2013-12-31 | 330689542 |
2012 : A-Z BUS SALES, INC. ODD 401(K) PLAN 2012 401k financial data |
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Total income from all sources (including contributions) | 2012-12-31 | $737,461 |
Total of all expenses incurred | 2012-12-31 | $509,850 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $489,680 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $399,047 |
Value of total assets at end of year | 2012-12-31 | $3,627,471 |
Value of total assets at beginning of year | 2012-12-31 | $3,399,860 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $20,170 |
Total interest from all sources | 2012-12-31 | $10,803 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $3,665 |
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 | $15,386 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
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 | $336,663 |
Participant contributions at end of year | 2012-12-31 | $163,700 |
Participant contributions at beginning of year | 2012-12-31 | $181,198 |
Participant contributions at beginning of year | 2012-12-31 | $0 |
Total non interest bearing cash at beginning of year | 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 |
Value of net income/loss | 2012-12-31 | $227,611 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $3,627,471 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,399,860 |
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 | $4,784 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $2,995,013 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $2,830,016 |
Interest on participant loans | 2012-12-31 | $8,656 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $14,005 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $13,717 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $13,717 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $2,147 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $253,552 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $201,476 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $24,694 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $299,252 |
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 | $62,384 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $0 |
Income. Dividends from common stock | 2012-12-31 | $3,665 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $489,680 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $201,201 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $173,453 |
Did the plan have assets held for investment | 2012-12-31 | No |
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 | TALLEY & COMPANY |
Accountancy firm EIN | 2012-12-31 | 330689542 |
2011 : A-Z BUS SALES, INC. ODD 401(K) PLAN 2011 401k financial data |
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Total income from all sources (including contributions) | 2011-12-31 | $345,537 |
Total of all expenses incurred | 2011-12-31 | $496,377 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $470,025 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $409,896 |
Value of total assets at end of year | 2011-12-31 | $3,399,860 |
Value of total assets at beginning of year | 2011-12-31 | $3,550,700 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $26,352 |
Total interest from all sources | 2011-12-31 | $10,123 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $3,256 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $21,897 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
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 | $327,706 |
Participant contributions at end of year | 2011-12-31 | $181,198 |
Participant contributions at beginning of year | 2011-12-31 | $149,244 |
Participant contributions at end of year | 2011-12-31 | $0 |
Participant contributions at beginning of year | 2011-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $26,680 |
Total non interest bearing cash at end of year | 2011-12-31 | $0 |
Total non interest bearing cash at beginning of year | 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 |
Value of net income/loss | 2011-12-31 | $-150,840 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,399,860 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,550,700 |
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 | $4,455 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $2,830,016 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $3,111,972 |
Interest on participant loans | 2011-12-31 | $10,123 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $13,717 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $6,253 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $6,253 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $201,476 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $100,019 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,096 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-76,642 |
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 | $55,510 |
Employer contributions (assets) at end of year | 2011-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $0 |
Income. Dividends from common stock | 2011-12-31 | $3,256 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $470,025 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $173,453 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $183,212 |
Did the plan have assets held for investment | 2011-12-31 | No |
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 |
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 | TALLEY & COMPANY |
Accountancy firm EIN | 2011-12-31 | 330689542 |
2010 : A-Z BUS SALES, INC. ODD 401(K) PLAN 2010 401k financial data |
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Total income from all sources (including contributions) | 2010-12-31 | $910,528 |
Total of all expenses incurred | 2010-12-31 | $217,375 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $205,433 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $515,287 |
Value of total assets at end of year | 2010-12-31 | $3,550,700 |
Value of total assets at beginning of year | 2010-12-31 | $2,857,547 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $11,942 |
Total interest from all sources | 2010-12-31 | $15,062 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $4,222 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $7,149 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
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 | $311,736 |
Participant contributions at end of year | 2010-12-31 | $149,244 |
Participant contributions at beginning of year | 2010-12-31 | $124,164 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $14,335 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $138,065 |
Total non interest bearing cash at end of year | 2010-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $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 | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $693,153 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,550,700 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,857,547 |
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 |
Investment advisory and management fees | 2010-12-31 | $4,123 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $3,111,972 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $2,461,986 |
Interest on participant loans | 2010-12-31 | $8,166 |
Interest earned on other investments | 2010-12-31 | $6,896 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $6,253 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $9,972 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $9,972 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $100,019 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $78,465 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $16,028 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $359,929 |
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 | $65,486 |
Employer contributions (assets) at end of year | 2010-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $3,762 |
Income. Dividends from common stock | 2010-12-31 | $4,222 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $205,433 |
Contract administrator fees | 2010-12-31 | $670 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $183,212 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $164,863 |
Did the plan have assets held for investment | 2010-12-31 | No |
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 | TALLEY & COMPANY |
Accountancy firm EIN | 2010-12-31 | 330689542 |
2009 : A-Z BUS SALES, INC. ODD 401(K) PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |