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US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN 401k Plan overview

Plan NameUS SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN
Plan identification number 001

US SPECIAL DELIVERY, INC. SAVINGS & 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.

401k Sponsoring company profile

U.S. SPECIAL DELIVERY, LLC has sponsored the creation of one or more 401k plans.

Company Name:U.S. SPECIAL DELIVERY, LLC
Employer identification number (EIN):382491121
NAIC Classification:484110
NAIC Description:General Freight Trucking, Local

Form 5500 Filing Information

Submission information for form 5500 for 401k plan US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-07-01
0012017-07-01
0012016-07-01CHARLES COLENSO
0012015-07-01CHARLES COLENSO
0012014-07-01TODD COLENSO
0012013-07-01TODD COLENSO
0012012-07-01TODD COLENSO
0012011-07-01TODD COLENSO
0012009-07-01C. TODD COLENSO

Plan Statistics for US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN

401k plan membership statisitcs for US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN

Measure Date Value
2022: US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01233
Total number of active participants reported on line 7a of the Form 55002022-01-01202
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0146
Total of all active and inactive participants2022-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01249
Number of participants with account balances2022-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0122
2021: US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01248
Total number of active participants reported on line 7a of the Form 55002021-01-01176
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0151
Total of all active and inactive participants2021-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01227
Number of participants with account balances2021-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0125
2020: US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01240
Total number of active participants reported on line 7a of the Form 55002020-01-01194
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0150
Total of all active and inactive participants2020-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01244
Number of participants with account balances2020-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0124
2019: US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01291
Total number of active participants reported on line 7a of the Form 55002019-01-01188
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0145
Total of all active and inactive participants2019-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01233
Number of participants with account balances2019-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0121
2018: US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01168
Total number of active participants reported on line 7a of the Form 55002018-07-01271
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0189
Total of all active and inactive participants2018-07-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01360
Number of participants with account balances2018-07-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0110
2017: US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01321
Total number of active participants reported on line 7a of the Form 55002017-07-01212
Number of retired or separated participants receiving benefits2017-07-019
Number of other retired or separated participants entitled to future benefits2017-07-0163
Total of all active and inactive participants2017-07-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01284
Number of participants with account balances2017-07-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0124
2016: US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01383
Total number of active participants reported on line 7a of the Form 55002016-07-01194
Number of retired or separated participants receiving benefits2016-07-0111
Number of other retired or separated participants entitled to future benefits2016-07-01106
Total of all active and inactive participants2016-07-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01311
Number of participants with account balances2016-07-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01217
Total number of active participants reported on line 7a of the Form 55002015-07-01204
Number of retired or separated participants receiving benefits2015-07-019
Number of other retired or separated participants entitled to future benefits2015-07-01165
Total of all active and inactive participants2015-07-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01378
Number of participants with account balances2015-07-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0116
2014: US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01310
Total number of active participants reported on line 7a of the Form 55002014-07-01211
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01119
Total of all active and inactive participants2014-07-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01330
Number of participants with account balances2014-07-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0154
2013: US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01286
Total number of active participants reported on line 7a of the Form 55002013-07-01221
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0184
Total of all active and inactive participants2013-07-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01305
Number of participants with account balances2013-07-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0140
2012: US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01254
Total number of active participants reported on line 7a of the Form 55002012-07-01231
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0146
Total of all active and inactive participants2012-07-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01277
Number of participants with account balances2012-07-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01255
Total number of active participants reported on line 7a of the Form 55002011-07-01216
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0132
Total of all active and inactive participants2011-07-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01248
Number of participants with account balances2011-07-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01218
Total number of active participants reported on line 7a of the Form 55002009-07-01209
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0124
Total of all active and inactive participants2009-07-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01233
Number of participants with account balances2009-07-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0121

Financial Data on US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN

Measure Date Value
2022 : US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-119,512
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$318,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$278,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$470,454
Value of total assets at end of year2022-12-31$3,883,014
Value of total assets at beginning of year2022-12-31$4,320,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$39,422
Total interest from all sources2022-12-31$5,256
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$143,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$143,858
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$375,236
Participant contributions at end of year2022-12-31$95,476
Participant contributions at beginning of year2022-12-31$120,542
Participant contributions at end of year2022-12-31$5,877
Participant contributions at beginning of year2022-12-31$35
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-437,839
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,883,014
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,320,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,259,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,678,138
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$5,256
Value of interest in common/collective trusts at end of year2022-12-31$55,945
Value of interest in common/collective trusts at beginning of year2022-12-31$69,169
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$361,786
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$352,888
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,826
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-739,080
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$95,218
Employer contributions (assets) at end of year2022-12-31$104,027
Employer contributions (assets) at beginning of year2022-12-31$100,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$277,079
Contract administrator fees2022-12-31$39,422
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31NOVOTNY CPA GROUP PLC
Accountancy firm EIN2022-12-31383185476
2021 : US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$990,006
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$289,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$238,690
Value of total corrective distributions2021-12-31$13,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$574,918
Value of total assets at end of year2021-12-31$4,320,853
Value of total assets at beginning of year2021-12-31$3,620,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$37,032
Total interest from all sources2021-12-31$5,035
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$335,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$335,754
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$400,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$328,808
Participant contributions at end of year2021-12-31$120,542
Participant contributions at beginning of year2021-12-31$117,781
Participant contributions at end of year2021-12-31$35
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$146,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$700,843
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,320,853
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,620,010
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,678,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,927,228
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$5,035
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$69,169
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$352,888
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$525,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$74,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$100,081
Employer contributions (assets) at end of year2021-12-31$100,081
Employer contributions (assets) at beginning of year2021-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$238,690
Contract administrator fees2021-12-31$37,032
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31NOVOTNY CPA GROUP PLC
Accountancy firm EIN2021-12-31383185476
2020 : US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,399
Total income from all sources (including contributions)2020-12-31$716,837
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$421,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$373,378
Expenses. Certain deemed distributions of participant loans2020-12-31$21,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$363,850
Value of total assets at end of year2020-12-31$3,620,010
Value of total assets at beginning of year2020-12-31$3,328,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$27,453
Total interest from all sources2020-12-31$4,693
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$100,009
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$100,009
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$400,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$287,189
Participant contributions at end of year2020-12-31$117,781
Participant contributions at beginning of year2020-12-31$74,850
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$26,661
Other income not declared elsewhere2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$294,920
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,620,010
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,325,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,927,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,119,087
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$4,693
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$525,001
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$114,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$248,285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$50,000
Employer contributions (assets) at end of year2020-12-31$50,000
Employer contributions (assets) at beginning of year2020-12-31$20,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$373,378
Contract administrator fees2020-12-31$27,453
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$3,399
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31NOVOTNY CPA GROUP
Accountancy firm EIN2020-12-31383185476
2019 : US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,399
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$892,938
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$292,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$254,984
Expenses. Certain deemed distributions of participant loans2019-12-31$9,705
Value of total corrective distributions2019-12-31$1,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$333,634
Value of total assets at end of year2019-12-31$3,328,489
Value of total assets at beginning of year2019-12-31$2,725,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$26,679
Total interest from all sources2019-12-31$2,679
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$94,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$94,595
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$300,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$306,581
Participant contributions at end of year2019-12-31$74,850
Participant contributions at beginning of year2019-12-31$57,966
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$6,583
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,790
Other income not declared elsewhere2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$600,055
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,325,090
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,725,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,119,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,548,315
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$2,679
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$114,289
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$91,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$462,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$20,263
Employer contributions (assets) at end of year2019-12-31$20,263
Employer contributions (assets) at beginning of year2019-12-31$20,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$254,984
Contract administrator fees2019-12-31$26,679
Liabilities. Value of benefit claims payable at end of year2019-12-31$3,399
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31NOVOTNY CPA GROUP
Accountancy firm EIN2019-12-31383185476
2018 : US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-3,909
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$230,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$217,188
Expenses. Certain deemed distributions of participant loans2018-12-31$6,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$183,518
Value of total assets at end of year2018-12-31$2,725,035
Value of total assets at beginning of year2018-12-31$2,958,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,451
Total interest from all sources2018-12-31$1,774
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$131,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$131,018
Administrative expenses professional fees incurred2018-12-31$6,451
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$149,575
Participant contributions at end of year2018-12-31$57,966
Participant contributions at beginning of year2018-12-31$59,336
Participant contributions at end of year2018-12-31$6,583
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$13,172
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-233,935
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,725,035
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,958,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,548,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,821,148
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$1,273
Interest earned on other investments2018-12-31$501
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$91,400
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$78,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-320,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$20,771
Employer contributions (assets) at end of year2018-12-31$20,771
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$217,188
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ERICKSON & ASSOCIATES, S.C.
Accountancy firm EIN2018-12-31391520996
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$524,479
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$228,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$189,080
Value of total corrective distributions2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$271,527
Value of total assets at end of year2018-06-30$2,958,970
Value of total assets at beginning of year2018-06-30$2,662,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$39,157
Total interest from all sources2018-06-30$4,642
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$117,548
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$117,548
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$300,000
If this is an individual account plan, was there a blackout period2018-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$255,727
Participant contributions at end of year2018-06-30$59,336
Participant contributions at beginning of year2018-06-30$67,865
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$296,242
Value of net assets at end of year (total assets less liabilities)2018-06-30$2,958,970
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$2,662,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$2,821,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$2,522,516
Interest on participant loans2018-06-30$3,151
Interest earned on other investments2018-06-30$1,491
Value of interest in common/collective trusts at end of year2018-06-30$0
Value of interest in common/collective trusts at beginning of year2018-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$78,486
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$72,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$130,762
Net investment gain or loss from common/collective trusts2018-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$15,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$189,080
Contract administrator fees2018-06-30$39,157
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30Yes
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30ERICKSON & ASSOCIATES, S.C.
Accountancy firm EIN2018-06-30391520996
2017 : US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$604,509
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$488,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$457,475
Value of total corrective distributions2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$241,425
Value of total assets at end of year2017-06-30$2,662,728
Value of total assets at beginning of year2017-06-30$2,546,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$31,291
Total interest from all sources2017-06-30$5,059
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$58,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$58,623
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$300,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$229,552
Participant contributions at end of year2017-06-30$67,865
Participant contributions at beginning of year2017-06-30$69,960
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$115,743
Value of net assets at end of year (total assets less liabilities)2017-06-30$2,662,728
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$2,546,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$2,522,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$2,386,521
Value of interest in pooled separate accounts at end of year2017-06-30$0
Value of interest in pooled separate accounts at beginning of year2017-06-30$0
Interest on participant loans2017-06-30$3,609
Interest earned on other investments2017-06-30$1,450
Value of interest in common/collective trusts at end of year2017-06-30$0
Value of interest in common/collective trusts at beginning of year2017-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$72,347
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$90,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$299,402
Net investment gain or loss from common/collective trusts2017-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$11,873
Employer contributions (assets) at end of year2017-06-30$0
Employer contributions (assets) at beginning of year2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$457,475
Contract administrator fees2017-06-30$31,291
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30ERICKSON & ASSOCIATES, S.C.
Accountancy firm EIN2017-06-30391520996
2016 : US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$203,141
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$338,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$321,058
Expenses. Certain deemed distributions of participant loans2016-06-30$1,136
Value of total corrective distributions2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$203,856
Value of total assets at end of year2016-06-30$2,546,985
Value of total assets at beginning of year2016-06-30$2,682,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$16,504
Total interest from all sources2016-06-30$5,621
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$119,562
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$119,562
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$300,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$197,002
Participant contributions at end of year2016-06-30$69,960
Participant contributions at beginning of year2016-06-30$82,544
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$6,854
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-06-30$9,594
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-135,557
Value of net assets at end of year (total assets less liabilities)2016-06-30$2,546,985
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$2,682,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$2,386,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$0
Value of interest in pooled separate accounts at end of year2016-06-30$0
Value of interest in pooled separate accounts at beginning of year2016-06-30$2,583,803
Interest on participant loans2016-06-30$4,433
Interest earned on other investments2016-06-30$1,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$1,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$1,195
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$90,504
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-60,728
Net investment gain/loss from pooled separate accounts2016-06-30$-65,170
Net investment gain or loss from common/collective trusts2016-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Employer contributions (assets) at end of year2016-06-30$0
Employer contributions (assets) at beginning of year2016-06-30$15,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$311,464
Contract administrator fees2016-06-30$16,504
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30ERICKSON & ASSOCIATES, S.C.
Accountancy firm EIN2016-06-30391520996
2015 : US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$260,802
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$369,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$352,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$209,483
Value of total assets at end of year2015-06-30$2,682,542
Value of total assets at beginning of year2015-06-30$2,791,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$17,654
Total interest from all sources2015-06-30$3,119
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$300,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$181,308
Participant contributions at end of year2015-06-30$82,544
Participant contributions at beginning of year2015-06-30$76,514
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$12,948
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-109,016
Value of net assets at end of year (total assets less liabilities)2015-06-30$2,682,542
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$2,791,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in pooled separate accounts at end of year2015-06-30$2,583,803
Value of interest in pooled separate accounts at beginning of year2015-06-30$2,704,635
Interest on participant loans2015-06-30$3,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$1,195
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$409
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$409
Net investment gain/loss from pooled separate accounts2015-06-30$48,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$15,227
Employer contributions (assets) at end of year2015-06-30$15,000
Employer contributions (assets) at beginning of year2015-06-30$10,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$352,164
Contract administrator fees2015-06-30$17,654
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30ERICKSON & ASSOCIATES, S.C.
Accountancy firm EIN2015-06-30391520996
2014 : US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$619,973
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$335,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$317,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$198,945
Value of total assets at end of year2014-06-30$2,791,558
Value of total assets at beginning of year2014-06-30$2,506,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$17,263
Total interest from all sources2014-06-30$4,286
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$250,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$172,227
Participant contributions at end of year2014-06-30$76,514
Participant contributions at beginning of year2014-06-30$94,891
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$6,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$284,955
Value of net assets at end of year (total assets less liabilities)2014-06-30$2,791,558
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$2,506,603
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$13,464
Value of interest in pooled separate accounts at end of year2014-06-30$2,704,635
Value of interest in pooled separate accounts at beginning of year2014-06-30$2,411,528
Income. Interest from loans (other than to participants)2014-06-30$4,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$409
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$184
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$184
Net investment gain/loss from pooled separate accounts2014-06-30$416,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$20,237
Employer contributions (assets) at end of year2014-06-30$10,000
Employer contributions (assets) at beginning of year2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$317,755
Contract administrator fees2014-06-30$3,799
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30ERICKSON & ASSOCIATES, S.C.
Accountancy firm EIN2014-06-30391520996
2013 : US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$477,613
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$239,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$217,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$179,236
Value of total assets at end of year2013-06-30$2,506,603
Value of total assets at beginning of year2013-06-30$2,268,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$21,559
Total interest from all sources2013-06-30$4,191
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$250,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$165,198
Participant contributions at end of year2013-06-30$94,891
Participant contributions at beginning of year2013-06-30$72,479
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$14,038
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$238,538
Value of net assets at end of year (total assets less liabilities)2013-06-30$2,506,603
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,268,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$18,989
Value of interest in pooled separate accounts at end of year2013-06-30$2,411,528
Value of interest in pooled separate accounts at beginning of year2013-06-30$2,188,921
Interest on participant loans2013-06-30$4,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$184
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$6,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$6,665
Net investment gain/loss from pooled separate accounts2013-06-30$294,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$217,516
Contract administrator fees2013-06-30$2,570
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30ERICKSON & ASSOCIATES, S.C.
Accountancy firm EIN2013-06-30391520996
2012 : US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$182,443
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$326,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$310,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$193,214
Value of total assets at end of year2012-06-30$2,268,065
Value of total assets at beginning of year2012-06-30$2,412,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$16,521
Total interest from all sources2012-06-30$3,754
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$250,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$193,214
Participant contributions at end of year2012-06-30$72,479
Participant contributions at beginning of year2012-06-30$87,192
Other income not declared elsewhere2012-06-30$16
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-144,178
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,268,065
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$2,412,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$1,849
Value of interest in pooled separate accounts at end of year2012-06-30$2,188,921
Value of interest in pooled separate accounts at beginning of year2012-06-30$2,318,708
Interest on participant loans2012-06-30$3,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$6,665
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$6,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$6,343
Net investment gain/loss from pooled separate accounts2012-06-30$-14,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$310,100
Contract administrator fees2012-06-30$14,672
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30ERICKSON & ASSOCIATES, S.C.
Accountancy firm EIN2012-06-30391520996
2011 : US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$676,986
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$211,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$188,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$259,422
Value of total assets at end of year2011-06-30$2,412,243
Value of total assets at beginning of year2011-06-30$1,946,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$22,879
Total interest from all sources2011-06-30$4,555
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$250,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$199,407
Participant contributions at end of year2011-06-30$87,192
Participant contributions at beginning of year2011-06-30$83,426
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$60,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$465,625
Value of net assets at end of year (total assets less liabilities)2011-06-30$2,412,243
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,946,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in pooled separate accounts at end of year2011-06-30$2,318,708
Value of interest in pooled separate accounts at beginning of year2011-06-30$1,857,657
Interest on participant loans2011-06-30$4,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$6,343
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$5,535
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$5,535
Net investment gain/loss from pooled separate accounts2011-06-30$413,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$188,482
Contract administrator fees2011-06-30$22,879
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30ERICKSON & ASSOCIATES, S.C.
Accountancy firm EIN2011-06-30391520996
2010 : US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN

2022: US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedYes
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: US SPECIAL DELIVERY, INC. SAVINGS & RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number504354-01
Policy instance 1
Insurance contract or identification number504354-01
Number of Individuals Covered14
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number504354-01
Policy instance 1
Insurance contract or identification number504354-01
Number of Individuals Covered15
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number504354-01
Policy instance 1
Insurance contract or identification number504354-01
Number of Individuals Covered16
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number504354-01
Policy instance 1
Insurance contract or identification number504354-01
Number of Individuals Covered13
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number504354-01
Policy instance 1
Insurance contract or identification number504354-01
Number of Individuals Covered14
Insurance policy start date2018-07-01
Insurance policy end date2018-12-31
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
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number021-0666-9
Policy instance 1
Insurance contract or identification number021-0666-9
Number of Individuals Covered284
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,401
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?Yes
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
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number021-0666-9
Policy instance 1
Insurance contract or identification number021-0666-9
Number of Individuals Covered378
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,195
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 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?Yes
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
Amount paid for insurance broker fees7415
Additional information about fees paid to insurance brokerRIA FEES PAID
Insurance broker organization code?4
Insurance broker nameTHE RETIREMENT ADVANTAGE
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number48555
Policy instance 1
Insurance contract or identification number48555
Number of Individuals Covered308
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $18,551
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 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?Yes
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
Amount paid for insurance broker fees13805
Additional information about fees paid to insurance brokerRIA FEES PAID
Insurance broker organization code?4
Insurance broker nameTHE RETIREMENT ADVANTAGE, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number48555
Policy instance 1
Insurance contract or identification number48555
Number of Individuals Covered296
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $17,968
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 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?Yes
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
Amount paid for insurance broker fees13464
Additional information about fees paid to insurance brokerRIA FEES PAID
Insurance broker organization code?4
Insurance broker nameTHE RETIREMENT ADVANTAGE, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number48555
Policy instance 1
Insurance contract or identification number48555
Number of Individuals Covered204
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $16,169
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 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?Yes
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
Amount paid for insurance broker fees12427
Additional information about fees paid to insurance brokerRIA FEES PAID
Insurance broker organization code?4
Insurance broker nameTHE RETIREMENT ADVANTAGE, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number48555
Policy instance 1
Insurance contract or identification number48555
Number of Individuals Covered185
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $15,861
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 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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number48555
Policy instance 1
Insurance contract or identification number48555
Number of Individuals Covered179
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $11,291
Total amount of fees paid to insurance companyUSD $0
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 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?Yes
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

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