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KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameKICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN
Plan identification number 002

KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KICKERT SCHOOL BUS LINE, INC. has sponsored the creation of one or more 401k plans.

Company Name:KICKERT SCHOOL BUS LINE, INC.
Employer identification number (EIN):362388267
NAIC Classification:485410
NAIC Description:School and Employee Bus Transportation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-09-01
0022020-09-01
0022019-09-01
0022018-09-01
0022017-09-01
0022016-09-01GREGORY FISCHER
0022015-09-01GREGORY FISCHER
0022014-09-01GREGORY FISCHER
0022013-09-01GREGORY FISCHER GREGORY FISCHER2015-09-25
0022012-09-01GREGORY FISCHER GREGORY FISCHER2014-06-20
0022011-09-01GREGORY FISCHER2013-06-11 GREGORY FISCHER2013-06-11
0022009-09-01M. CHRYSS CROCKETT M. CHRYSS CROCKETT2011-06-15

Plan Statistics for KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2021: KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-09-01288
Total number of active participants reported on line 7a of the Form 55002021-09-01260
Number of retired or separated participants receiving benefits2021-09-010
Number of other retired or separated participants entitled to future benefits2021-09-015
Total of all active and inactive participants2021-09-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-09-011
Total participants2021-09-01266
Number of participants with account balances2021-09-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-09-010
2020: KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-09-01354
Total number of active participants reported on line 7a of the Form 55002020-09-01278
Number of retired or separated participants receiving benefits2020-09-010
Number of other retired or separated participants entitled to future benefits2020-09-016
Total of all active and inactive participants2020-09-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-09-011
Total participants2020-09-01285
Number of participants with account balances2020-09-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-09-011
2019: KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-09-01309
Total number of active participants reported on line 7a of the Form 55002019-09-01313
Number of retired or separated participants receiving benefits2019-09-010
Number of other retired or separated participants entitled to future benefits2019-09-014
Total of all active and inactive participants2019-09-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-09-011
Total participants2019-09-01318
Number of participants with account balances2019-09-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-09-011
2018: KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-09-01283
Total number of active participants reported on line 7a of the Form 55002018-09-01267
Number of retired or separated participants receiving benefits2018-09-010
Number of other retired or separated participants entitled to future benefits2018-09-016
Total of all active and inactive participants2018-09-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-09-011
Total participants2018-09-01274
Number of participants with account balances2018-09-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-09-012
2017: KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-09-01149
Total number of active participants reported on line 7a of the Form 55002017-09-01275
Number of retired or separated participants receiving benefits2017-09-010
Number of other retired or separated participants entitled to future benefits2017-09-018
Total of all active and inactive participants2017-09-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-09-010
Total participants2017-09-01283
Number of participants with account balances2017-09-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-09-010
2016: KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-01147
Total number of active participants reported on line 7a of the Form 55002016-09-01125
Number of retired or separated participants receiving benefits2016-09-010
Number of other retired or separated participants entitled to future benefits2016-09-016
Total of all active and inactive participants2016-09-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-010
Total participants2016-09-01131
Number of participants with account balances2016-09-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-010
2015: KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-01138
Total number of active participants reported on line 7a of the Form 55002015-09-01117
Number of retired or separated participants receiving benefits2015-09-010
Number of other retired or separated participants entitled to future benefits2015-09-0110
Total of all active and inactive participants2015-09-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-010
Total participants2015-09-01127
Number of participants with account balances2015-09-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-010
2014: KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-01126
Total number of active participants reported on line 7a of the Form 55002014-09-01105
Number of retired or separated participants receiving benefits2014-09-012
Number of other retired or separated participants entitled to future benefits2014-09-018
Total of all active and inactive participants2014-09-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-010
Total participants2014-09-01115
Number of participants with account balances2014-09-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-010
2013: KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-01125
Total number of active participants reported on line 7a of the Form 55002013-09-0197
Number of retired or separated participants receiving benefits2013-09-014
Number of other retired or separated participants entitled to future benefits2013-09-018
Total of all active and inactive participants2013-09-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-010
Total participants2013-09-01109
Number of participants with account balances2013-09-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-010
2012: KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-01127
Total number of active participants reported on line 7a of the Form 55002012-09-01102
Number of retired or separated participants receiving benefits2012-09-010
Number of other retired or separated participants entitled to future benefits2012-09-0111
Total of all active and inactive participants2012-09-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-010
Total participants2012-09-01113
Number of participants with account balances2012-09-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-010
2011: KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-01166
Total number of active participants reported on line 7a of the Form 55002011-09-01112
Number of retired or separated participants receiving benefits2011-09-014
Number of other retired or separated participants entitled to future benefits2011-09-018
Total of all active and inactive participants2011-09-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-010
Total participants2011-09-01124
Number of participants with account balances2011-09-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-010
2009: KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-01179
Total number of active participants reported on line 7a of the Form 55002009-09-01170
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-018
Total of all active and inactive participants2009-09-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-01178
Number of participants with account balances2009-09-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-010
Number of employers contributing to the scheme2009-09-010

Financial Data on KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022 : KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$13,213
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$8,496
Total income from all sources (including contributions)2022-08-31$-25,256
Total loss/gain on sale of assets2022-08-31$0
Total of all expenses incurred2022-08-31$69,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-08-31$61,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-08-31$77,192
Value of total assets at end of year2022-08-31$623,792
Value of total assets at beginning of year2022-08-31$713,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-08-31$8,098
Total interest from all sources2022-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-08-31No
Was this plan covered by a fidelity bond2022-08-31Yes
Value of fidelity bond cover2022-08-31$500,000
If this is an individual account plan, was there a blackout period2022-08-31No
Were there any nonexempt tranactions with any party-in-interest2022-08-31No
Contributions received from participants2022-08-31$63,839
Income. Received or receivable in cash from other sources (including rollovers)2022-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-08-31$5,709
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Income. Non cash contributions2022-08-31$0
Value of net income/loss2022-08-31$-94,916
Value of net assets at end of year (total assets less liabilities)2022-08-31$610,579
Value of net assets at beginning of year (total assets less liabilities)2022-08-31$705,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-08-31No
Were any leases to which the plan was party in default or uncollectible2022-08-31No
Investment advisory and management fees2022-08-31$2,588
Value of interest in pooled separate accounts at end of year2022-08-31$597,248
Value of interest in pooled separate accounts at beginning of year2022-08-31$703,224
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-08-31$7,482
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-08-31$7,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-08-31$7,753
Net investment gain/loss from pooled separate accounts2022-08-31$-102,448
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-08-31No
Was there a failure to transmit to the plan any participant contributions2022-08-31Yes
Has the plan failed to provide any benefit when due under the plan2022-08-31No
Contributions received in cash from employer2022-08-31$13,353
Employer contributions (assets) at end of year2022-08-31$13,353
Employer contributions (assets) at beginning of year2022-08-31$3,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-08-31$61,562
Contract administrator fees2022-08-31$5,510
Liabilities. Value of benefit claims payable at end of year2022-08-31$13,213
Liabilities. Value of benefit claims payable at beginning of year2022-08-31$8,496
Did the plan have assets held for investment2022-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-08-31No
Opinion of an independent qualified public accountant for this plan2022-08-31Unqualified
Accountancy firm name2022-08-31JMM CPA
Accountancy firm EIN2022-08-31472940358
2021 : KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$8,496
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$13,934
Total income from all sources (including contributions)2021-08-31$152,196
Total loss/gain on sale of assets2021-08-31$0
Total of all expenses incurred2021-08-31$138,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-08-31$130,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-08-31$27,276
Value of total assets at end of year2021-08-31$713,991
Value of total assets at beginning of year2021-08-31$706,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-08-31$8,678
Total interest from all sources2021-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-08-31No
Was this plan covered by a fidelity bond2021-08-31Yes
Value of fidelity bond cover2021-08-31$500,000
If this is an individual account plan, was there a blackout period2021-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-08-31$0
Were there any nonexempt tranactions with any party-in-interest2021-08-31No
Contributions received from participants2021-08-31$24,262
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Value of net income/loss2021-08-31$13,366
Value of net assets at end of year (total assets less liabilities)2021-08-31$705,495
Value of net assets at beginning of year (total assets less liabilities)2021-08-31$692,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-08-31No
Were any leases to which the plan was party in default or uncollectible2021-08-31No
Investment advisory and management fees2021-08-31$2,900
Value of interest in pooled separate accounts at end of year2021-08-31$703,224
Value of interest in pooled separate accounts at beginning of year2021-08-31$687,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-08-31$7,753
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-08-31$12,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-08-31$12,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-08-31No
Was there a failure to transmit to the plan any participant contributions2021-08-31No
Has the plan failed to provide any benefit when due under the plan2021-08-31No
Contributions received in cash from employer2021-08-31$3,014
Employer contributions (assets) at end of year2021-08-31$3,014
Employer contributions (assets) at beginning of year2021-08-31$5,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-08-31$130,152
Contract administrator fees2021-08-31$5,778
Liabilities. Value of benefit claims payable at end of year2021-08-31$8,496
Liabilities. Value of benefit claims payable at beginning of year2021-08-31$13,934
Did the plan have assets held for investment2021-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-08-31No
Opinion of an independent qualified public accountant for this plan2021-08-31Disclaimer
Accountancy firm name2021-08-31RSM US LLP
Accountancy firm EIN2021-08-31420714325
2020 : KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$13,934
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$13,934
Total income from all sources (including contributions)2020-08-31$97,983
Total loss/gain on sale of assets2020-08-31$0
Total of all expenses incurred2020-08-31$54,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-08-31$46,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-08-31$35,041
Value of total assets at end of year2020-08-31$706,063
Value of total assets at beginning of year2020-08-31$662,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-08-31$7,874
Total interest from all sources2020-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-08-31No
Administrative expenses professional fees incurred2020-08-31$375
Was this plan covered by a fidelity bond2020-08-31Yes
Value of fidelity bond cover2020-08-31$500,000
If this is an individual account plan, was there a blackout period2020-08-31Yes
Were there any nonexempt tranactions with any party-in-interest2020-08-31No
Contributions received from participants2020-08-31$29,603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Value of net income/loss2020-08-31$43,381
Value of net assets at end of year (total assets less liabilities)2020-08-31$692,129
Value of net assets at beginning of year (total assets less liabilities)2020-08-31$648,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-08-31No
Were any leases to which the plan was party in default or uncollectible2020-08-31No
Investment advisory and management fees2020-08-31$2,659
Value of interest in pooled separate accounts at end of year2020-08-31$687,658
Value of interest in pooled separate accounts at beginning of year2020-08-31$642,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-08-31$12,967
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-08-31$12,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-08-31$12,919
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-08-31$0
Net investment gain/loss from pooled separate accounts2020-08-31$62,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-08-31No
Was there a failure to transmit to the plan any participant contributions2020-08-31No
Has the plan failed to provide any benefit when due under the plan2020-08-31No
Contributions received in cash from employer2020-08-31$5,438
Employer contributions (assets) at end of year2020-08-31$5,438
Employer contributions (assets) at beginning of year2020-08-31$7,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-08-31$46,728
Contract administrator fees2020-08-31$4,840
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-08-31Yes
Liabilities. Value of benefit claims payable at end of year2020-08-31$13,934
Liabilities. Value of benefit claims payable at beginning of year2020-08-31$13,934
Did the plan have assets held for investment2020-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-08-31Yes
Opinion of an independent qualified public accountant for this plan2020-08-31Disclaimer
Accountancy firm name2020-08-31RSM US LLP
Accountancy firm EIN2020-08-31420714325
2019 : KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$13,934
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$13,213
Total income from all sources (including contributions)2019-08-31$65,561
Total loss/gain on sale of assets2019-08-31$0
Total of all expenses incurred2019-08-31$46,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-08-31$40,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-08-31$43,532
Value of total assets at end of year2019-08-31$662,682
Value of total assets at beginning of year2019-08-31$642,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-08-31$5,516
Total interest from all sources2019-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-08-31No
Was this plan covered by a fidelity bond2019-08-31Yes
Value of fidelity bond cover2019-08-31$500,000
If this is an individual account plan, was there a blackout period2019-08-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-08-31$0
Were there any nonexempt tranactions with any party-in-interest2019-08-31No
Contributions received from participants2019-08-31$36,219
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Value of net income/loss2019-08-31$19,124
Value of net assets at end of year (total assets less liabilities)2019-08-31$648,748
Value of net assets at beginning of year (total assets less liabilities)2019-08-31$629,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-08-31No
Were any leases to which the plan was party in default or uncollectible2019-08-31No
Investment advisory and management fees2019-08-31$4,866
Value of interest in pooled separate accounts at end of year2019-08-31$642,450
Value of interest in pooled separate accounts at beginning of year2019-08-31$619,524
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-08-31$12,919
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-08-31$14,257
Net investment gain/loss from pooled separate accounts2019-08-31$22,029
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-08-31No
Was there a failure to transmit to the plan any participant contributions2019-08-31No
Has the plan failed to provide any benefit when due under the plan2019-08-31No
Contributions received in cash from employer2019-08-31$7,313
Employer contributions (assets) at end of year2019-08-31$7,313
Employer contributions (assets) at beginning of year2019-08-31$9,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-08-31$40,921
Contract administrator fees2019-08-31$650
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-08-31Yes
Liabilities. Value of benefit claims payable at end of year2019-08-31$13,934
Liabilities. Value of benefit claims payable at beginning of year2019-08-31$13,213
Did the plan have assets held for investment2019-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-08-31Yes
Opinion of an independent qualified public accountant for this plan2019-08-31Disclaimer
Accountancy firm name2019-08-31RSM US LLP
Accountancy firm EIN2019-08-31420714325
2018 : KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-08-31$0
Total transfer of assets to this plan2018-08-31$144,997
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$13,213
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$713
Total income from all sources (including contributions)2018-08-31$94,488
Total loss/gain on sale of assets2018-08-31$0
Total of all expenses incurred2018-08-31$79,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-08-31$74,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-08-31$63,859
Value of total assets at end of year2018-08-31$642,837
Value of total assets at beginning of year2018-08-31$470,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-08-31$5,675
Total interest from all sources2018-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-08-31No
Was this plan covered by a fidelity bond2018-08-31Yes
Value of fidelity bond cover2018-08-31$500,000
If this is an individual account plan, was there a blackout period2018-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-08-31$0
Were there any nonexempt tranactions with any party-in-interest2018-08-31No
Contributions received from participants2018-08-31$37,575
Income. Received or receivable in cash from other sources (including rollovers)2018-08-31$17,228
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Value of net income/loss2018-08-31$14,571
Value of net assets at end of year (total assets less liabilities)2018-08-31$629,624
Value of net assets at beginning of year (total assets less liabilities)2018-08-31$470,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-08-31No
Were any leases to which the plan was party in default or uncollectible2018-08-31No
Value of interest in pooled separate accounts at end of year2018-08-31$619,524
Value of interest in pooled separate accounts at beginning of year2018-08-31$460,191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-08-31$14,257
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-08-31$2,793
Net investment gain/loss from pooled separate accounts2018-08-31$30,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-08-31No
Was there a failure to transmit to the plan any participant contributions2018-08-31No
Has the plan failed to provide any benefit when due under the plan2018-08-31No
Contributions received in cash from employer2018-08-31$9,056
Employer contributions (assets) at end of year2018-08-31$9,056
Employer contributions (assets) at beginning of year2018-08-31$7,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-08-31$74,242
Contract administrator fees2018-08-31$5,675
Liabilities. Value of benefit claims payable at end of year2018-08-31$13,213
Liabilities. Value of benefit claims payable at beginning of year2018-08-31$713
Did the plan have assets held for investment2018-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-08-31Yes
Opinion of an independent qualified public accountant for this plan2018-08-31Disclaimer
Accountancy firm name2018-08-31RSM US LLP
Accountancy firm EIN2018-08-31420714325
2017 : KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$713
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total income from all sources (including contributions)2017-08-31$93,635
Total loss/gain on sale of assets2017-08-31$0
Total of all expenses incurred2017-08-31$194,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$189,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$44,864
Value of total assets at end of year2017-08-31$470,769
Value of total assets at beginning of year2017-08-31$570,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$4,372
Total interest from all sources2017-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31No
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$500,000
If this is an individual account plan, was there a blackout period2017-08-31No
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Contributions received from participants2017-08-31$37,079
Participant contributions at end of year2017-08-31$0
Participant contributions at beginning of year2017-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$-100,543
Value of net assets at end of year (total assets less liabilities)2017-08-31$470,056
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$570,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-08-31$0
Value of interest in pooled separate accounts at end of year2017-08-31$460,191
Value of interest in pooled separate accounts at beginning of year2017-08-31$561,976
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-08-31$2,793
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-08-31$0
Net investment gain/loss from pooled separate accounts2017-08-31$48,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31No
Was there a failure to transmit to the plan any participant contributions2017-08-31No
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Contributions received in cash from employer2017-08-31$7,785
Employer contributions (assets) at end of year2017-08-31$7,785
Employer contributions (assets) at beginning of year2017-08-31$8,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-31$189,806
Contract administrator fees2017-08-31$4,372
Liabilities. Value of benefit claims payable at end of year2017-08-31$713
Liabilities. Value of benefit claims payable at beginning of year2017-08-31$0
Did the plan have assets held for investment2017-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31Yes
Opinion of an independent qualified public accountant for this plan2017-08-31Disclaimer
Accountancy firm name2017-08-31RSM US LLP
Accountancy firm EIN2017-08-31420714325
2016 : KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total income from all sources (including contributions)2016-08-31$66,937
Total loss/gain on sale of assets2016-08-31$0
Total of all expenses incurred2016-08-31$107,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$103,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$43,096
Value of total assets at end of year2016-08-31$570,599
Value of total assets at beginning of year2016-08-31$610,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$3,499
Total interest from all sources2016-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Was this plan covered by a fidelity bond2016-08-31Yes
Value of fidelity bond cover2016-08-31$500,000
If this is an individual account plan, was there a blackout period2016-08-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-08-31$0
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Contributions received from participants2016-08-31$34,473
Participant contributions at end of year2016-08-31$0
Participant contributions at beginning of year2016-08-31$20
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Value of net income/loss2016-08-31$-40,068
Value of net assets at end of year (total assets less liabilities)2016-08-31$570,599
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$610,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-08-31$603,553
Value of interest in pooled separate accounts at end of year2016-08-31$561,976
Value of interest in pooled separate accounts at beginning of year2016-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-08-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-08-31$0
Net investment gain/loss from pooled separate accounts2016-08-31$23,841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31No
Was there a failure to transmit to the plan any participant contributions2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Contributions received in cash from employer2016-08-31$8,623
Employer contributions (assets) at end of year2016-08-31$8,623
Employer contributions (assets) at beginning of year2016-08-31$7,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-08-31$103,506
Contract administrator fees2016-08-31$3,499
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-08-31Yes
Did the plan have assets held for investment2016-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31Yes
Opinion of an independent qualified public accountant for this plan2016-08-31Disclaimer
Accountancy firm name2016-08-31RSM US LLP
Accountancy firm EIN2016-08-31420714325
2015 : KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total income from all sources (including contributions)2015-08-31$6,299
Total loss/gain on sale of assets2015-08-31$0
Total of all expenses incurred2015-08-31$23,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$22,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$36,830
Value of total assets at end of year2015-08-31$610,667
Value of total assets at beginning of year2015-08-31$628,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$1,475
Total interest from all sources2015-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31No
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$500,000
If this is an individual account plan, was there a blackout period2015-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-08-31$0
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Contributions received from participants2015-08-31$29,736
Participant contributions at end of year2015-08-31$20
Participant contributions at beginning of year2015-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Value of net income/loss2015-08-31$-17,503
Value of net assets at end of year (total assets less liabilities)2015-08-31$610,667
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$628,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-08-31$603,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-08-31$621,528
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-08-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-08-31$26
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-08-31$26
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-08-31$-30,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31No
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Contributions received in cash from employer2015-08-31$7,094
Employer contributions (assets) at end of year2015-08-31$7,094
Employer contributions (assets) at beginning of year2015-08-31$6,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$22,327
Contract administrator fees2015-08-31$1,475
Did the plan have assets held for investment2015-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31Yes
Opinion of an independent qualified public accountant for this plan2015-08-31Disclaimer
Accountancy firm name2015-08-31RSM US LLP
Accountancy firm EIN2015-08-31420714325
2014 : KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total income from all sources (including contributions)2014-08-31$105,921
Total loss/gain on sale of assets2014-08-31$0
Total of all expenses incurred2014-08-31$31,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$30,807
Expenses. Certain deemed distributions of participant loans2014-08-31$0
Value of total corrective distributions2014-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$35,539
Value of total assets at end of year2014-08-31$628,170
Value of total assets at beginning of year2014-08-31$554,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$1,169
Total interest from all sources2014-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$500,000
If this is an individual account plan, was there a blackout period2014-08-31No
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Contributions received from participants2014-08-31$28,848
Income. Received or receivable in cash from other sources (including rollovers)2014-08-31$74
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$73,945
Value of net assets at end of year (total assets less liabilities)2014-08-31$628,170
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$554,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-08-31$621,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-08-31$548,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-08-31$26
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-08-31$70,382
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31No
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Contributions received in cash from employer2014-08-31$6,617
Employer contributions (assets) at end of year2014-08-31$6,616
Employer contributions (assets) at beginning of year2014-08-31$5,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$30,807
Contract administrator fees2014-08-31$1,169
Did the plan have assets held for investment2014-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31Yes
Opinion of an independent qualified public accountant for this plan2014-08-31Disclaimer
Accountancy firm name2014-08-31MCGLADREY, LLP
Accountancy firm EIN2014-08-31420714325
2013 : KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total income from all sources (including contributions)2013-08-31$72,224
Total loss/gain on sale of assets2013-08-31$0
Total of all expenses incurred2013-08-31$64,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$63,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$33,806
Value of total assets at end of year2013-08-31$554,225
Value of total assets at beginning of year2013-08-31$546,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$800
Total interest from all sources2013-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$500,000
If this is an individual account plan, was there a blackout period2013-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-08-31$0
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Contributions received from participants2013-08-31$27,917
Participant contributions at beginning of year2013-08-31$0
Total non interest bearing cash at beginning of year2013-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$7,709
Value of net assets at end of year (total assets less liabilities)2013-08-31$554,225
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$546,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-08-31$548,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-08-31$540,168
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-08-31$38,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31No
Was there a failure to transmit to the plan any participant contributions2013-08-31No
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Contributions received in cash from employer2013-08-31$5,889
Employer contributions (assets) at end of year2013-08-31$5,889
Employer contributions (assets) at beginning of year2013-08-31$6,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$63,715
Contract administrator fees2013-08-31$800
Did the plan have assets held for investment2013-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31Yes
Opinion of an independent qualified public accountant for this plan2013-08-31Disclaimer
Accountancy firm name2013-08-31MCGLADREY, LLP
Accountancy firm EIN2013-08-31420714325
2012 : KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total income from all sources (including contributions)2012-08-31$62,059
Total loss/gain on sale of assets2012-08-31$0
Total of all expenses incurred2012-08-31$25,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$24,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$39,899
Value of total assets at end of year2012-08-31$546,516
Value of total assets at beginning of year2012-08-31$510,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$1,494
Total interest from all sources2012-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Was this plan covered by a fidelity bond2012-08-31Yes
Value of fidelity bond cover2012-08-31$500,000
If this is an individual account plan, was there a blackout period2012-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-08-31$0
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Contributions received from participants2012-08-31$33,551
Participant contributions at end of year2012-08-31$0
Participant contributions at beginning of year2012-08-31$0
Total non interest bearing cash at end of year2012-08-31$0
Total non interest bearing cash at beginning of year2012-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$36,230
Value of net assets at end of year (total assets less liabilities)2012-08-31$546,516
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$510,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-08-31$540,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-08-31$501,035
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-08-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-08-31$22,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31No
Was there a failure to transmit to the plan any participant contributions2012-08-31No
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Contributions received in cash from employer2012-08-31$6,348
Employer contributions (assets) at end of year2012-08-31$6,348
Employer contributions (assets) at beginning of year2012-08-31$9,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$24,335
Contract administrator fees2012-08-31$1,494
Did the plan have assets held for investment2012-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31Yes
Opinion of an independent qualified public accountant for this plan2012-08-31Disclaimer
Accountancy firm name2012-08-31MCGLADREY, LLP
Accountancy firm EIN2012-08-31420714325
2011 : KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total income from all sources (including contributions)2011-08-31$92,936
Total loss/gain on sale of assets2011-08-31$0
Total of all expenses incurred2011-08-31$42,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$41,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$50,868
Value of total assets at end of year2011-08-31$510,286
Value of total assets at beginning of year2011-08-31$460,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$906
Total interest from all sources2011-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$500,000
If this is an individual account plan, was there a blackout period2011-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-08-31$0
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Contributions received from participants2011-08-31$41,617
Participant contributions at end of year2011-08-31$0
Participant contributions at beginning of year2011-08-31$0
Total non interest bearing cash at end of year2011-08-31$0
Total non interest bearing cash at beginning of year2011-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$50,155
Value of net assets at end of year (total assets less liabilities)2011-08-31$510,286
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$460,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-08-31$501,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-08-31$451,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-08-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-08-31$42,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31No
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Contributions received in cash from employer2011-08-31$9,251
Employer contributions (assets) at end of year2011-08-31$9,251
Employer contributions (assets) at beginning of year2011-08-31$8,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$41,875
Contract administrator fees2011-08-31$906
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31Yes
Opinion of an independent qualified public accountant for this plan2011-08-31Disclaimer
Accountancy firm name2011-08-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2011-08-31420714325

Form 5500 Responses for KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN

2021: KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01Submission has been amendedNo
2021-09-01This submission is the final filingNo
2021-09-01This return/report is a short plan year return/report (less than 12 months)No
2021-09-01Plan is a collectively bargained planNo
2021-09-01Plan funding arrangement – InsuranceYes
2021-09-01Plan funding arrangement – TrustYes
2021-09-01Plan benefit arrangement - TrustYes
2020: KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Submission has been amendedNo
2020-09-01This submission is the final filingNo
2020-09-01This return/report is a short plan year return/report (less than 12 months)No
2020-09-01Plan is a collectively bargained planNo
2020-09-01Plan funding arrangement – InsuranceYes
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement - TrustYes
2019: KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Submission has been amendedNo
2019-09-01This submission is the final filingNo
2019-09-01This return/report is a short plan year return/report (less than 12 months)No
2019-09-01Plan is a collectively bargained planNo
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement - TrustYes
2018: KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Submission has been amendedNo
2018-09-01This submission is the final filingNo
2018-09-01This return/report is a short plan year return/report (less than 12 months)No
2018-09-01Plan is a collectively bargained planNo
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement - TrustYes
2017: KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement - TrustYes
2016: KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement - TrustYes
2015: KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement - TrustYes
2014: KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement - TrustYes
2013: KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedYes
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement - TrustYes
2012: KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement - TrustYes
2011: KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedYes
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement - TrustYes
2009: KICKERT SCHOOL BUS, INC. 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number139874
Policy instance 1
Insurance contract or identification number139874
Number of Individuals Covered39
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,129
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1129
Additional information about fees paid to insurance brokerTPA COMPENSATION AND TPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number139874
Policy instance 1
Insurance contract or identification number139874
Number of Individuals Covered34
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $363
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees363
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number139874
Policy instance 1
Insurance contract or identification number139874
Number of Individuals Covered33
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,071
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1071
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601840-000
Policy instance 1
Insurance contract or identification number601840-000
Number of Individuals Covered0
Insurance policy start date2018-09-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $1,854
Total amount of fees paid to insurance companyUSD $236
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,854
Insurance broker organization code?3
Amount paid for insurance broker fees236
Additional information about fees paid to insurance brokerTPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number139874
Policy instance 2
Insurance contract or identification number139874
Number of Individuals Covered35
Insurance policy start date2019-05-31
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,359
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1359
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601840-000
Policy instance 1
Insurance contract or identification number601840-000
Number of Individuals Covered36
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $1,850
Total amount of fees paid to insurance companyUSD $233
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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