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TAX DEFERRED ANNUITY PLAN OF SUBURBAN ACCESS, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF SUBURBAN ACCESS, INC.
Plan identification number 003

TAX DEFERRED ANNUITY PLAN OF SUBURBAN ACCESS, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

SUBURBAN ACCESS, INC. has sponsored the creation of one or more 401k plans.

Company Name:SUBURBAN ACCESS, INC.
Employer identification number (EIN):363651054
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF SUBURBAN ACCESS, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032014-01-01DELORES HUDSON
0032014-01-01DELORES HUDSON
0032013-01-01DELORES HUDSON
0032012-01-01ANITA DYKSTRA2013-06-26 ANITA DYKSTRA2013-06-26
0032011-01-01ANITA DYKSTRA2012-05-14 ANITA DYKSTRA2012-05-14
0032010-01-01ANITA DYKSTRA2011-06-14 EUGENIA CUTLER2011-06-14

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF SUBURBAN ACCESS, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF SUBURBAN ACCESS, INC.

Measure Date Value
2014: TAX DEFERRED ANNUITY PLAN OF SUBURBAN ACCESS, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01124
Total of all active and inactive participants2014-01-010
Total participants2014-01-010
2013: TAX DEFERRED ANNUITY PLAN OF SUBURBAN ACCESS, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01110
Total number of active participants reported on line 7a of the Form 55002013-01-01106
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0118
Total of all active and inactive participants2013-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01124
Number of participants with account balances2013-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on TAX DEFERRED ANNUITY PLAN OF SUBURBAN ACCESS, INC.

Measure Date Value
2014 : TAX DEFERRED ANNUITY PLAN OF SUBURBAN ACCESS, INC. 2014 401k financial data
Total income from all sources (including contributions)2014-08-31$154,294
Total of all expenses incurred2014-08-31$862,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$862,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$110,600
Value of total assets at end of year2014-08-31$0
Value of total assets at beginning of year2014-08-31$708,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$243
Total interest from all sources2014-08-31$2,101
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-08-31$0
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$20,284
Income. Received or receivable in cash from other sources (including rollovers)2014-08-31$90,316
Other income not declared elsewhere2014-08-31$41,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$-708,379
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$708,379
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 beginning of year2014-08-31$600,343
Value of interest in common/collective trusts at end of year2014-08-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-08-31$2,101
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-08-31$108,036
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$862,430
Contract administrator fees2014-08-31$243
Did the plan have assets held for investment2014-08-31No
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 PBGC2014-08-31Yes
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 name2014-08-31KNUTTE & ASSOCIATES, P.C.
Accountancy firm EIN2014-08-31363459708
2013 : TAX DEFERRED ANNUITY PLAN OF SUBURBAN ACCESS, INC. 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$167,412
Expenses. Total of all expenses incurred2013-12-31$1,582
Benefits paid (including direct rollovers)2013-12-31$1,100
Total plan assets at end of year2013-12-31$708,379
Total plan assets at beginning of year2013-12-31$542,549
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$64,455
Expenses. Other expenses not covered elsewhere2013-12-31$482
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$102,957
Net income (gross income less expenses)2013-12-31$165,830
Net plan assets at end of year (total assets less liabilities)2013-12-31$708,379
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$542,549
Assets. Value of participant loans2013-12-31$965
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN OF SUBURBAN ACCESS, INC.

2014: TAX DEFERRED ANNUITY PLAN OF SUBURBAN ACCESS, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingYes
2014-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: TAX DEFERRED ANNUITY PLAN OF SUBURBAN ACCESS, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014851-I
Policy instance 1
Insurance contract or identification number014851-I
Insurance policy start date2014-01-01
Insurance policy end date2014-08-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014851I
Policy instance 1
Insurance contract or identification number014851I
Number of Individuals Covered52
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $123
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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 $0
Amount paid for insurance broker fees123
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameCHICAGO REGIONAL OFFICE

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