OWATONNA BUS CO., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SECOND AMENDED AND RESTATED OWATONNA BUS COMPANY, EMPLOYEES 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for SECOND AMENDED AND RESTATED OWATONNA BUS COMPANY, EMPLOYEES 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2016: SECOND AMENDED AND RESTATED OWATONNA BUS COMPANY, EMPLOYEES 401(K) PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 84 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 80 |
| Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 8 |
| Total of all active and inactive participants | 2016-07-01 | 88 |
| Total participants | 2016-07-01 | 88 |
| Number of participants with account balances | 2016-07-01 | 35 |
| 2015: SECOND AMENDED AND RESTATED OWATONNA BUS COMPANY, EMPLOYEES 401(K) PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 86 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 83 |
| Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 6 |
| Total of all active and inactive participants | 2015-07-01 | 89 |
| Total participants | 2015-07-01 | 89 |
| Number of participants with account balances | 2015-07-01 | 33 |
| 2014: SECOND AMENDED AND RESTATED OWATONNA BUS COMPANY, EMPLOYEES 401(K) PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 78 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 80 |
| Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 5 |
| Total of all active and inactive participants | 2014-07-01 | 85 |
| Total participants | 2014-07-01 | 85 |
| Number of participants with account balances | 2014-07-01 | 34 |
| 2013: SECOND AMENDED AND RESTATED OWATONNA BUS COMPANY, EMPLOYEES 401(K) PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 77 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 69 |
| Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 6 |
| Total of all active and inactive participants | 2013-07-01 | 75 |
| Total participants | 2013-07-01 | 75 |
| Number of participants with account balances | 2013-07-01 | 36 |
| 2012: SECOND AMENDED AND RESTATED OWATONNA BUS COMPANY, EMPLOYEES 401(K) PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 80 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 69 |
| Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 9 |
| Total of all active and inactive participants | 2012-07-01 | 78 |
| Total participants | 2012-07-01 | 78 |
| Number of participants with account balances | 2012-07-01 | 40 |
| 2011: SECOND AMENDED AND RESTATED OWATONNA BUS COMPANY, EMPLOYEES 401(K) PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 78 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 66 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 8 |
| Total of all active and inactive participants | 2011-07-01 | 74 |
| Total participants | 2011-07-01 | 74 |
| Number of participants with account balances | 2011-07-01 | 42 |
| 2010: SECOND AMENDED AND RESTATED OWATONNA BUS COMPANY, EMPLOYEES 401(K) PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-07-01 | 79 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 68 |
| Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 10 |
| Total of all active and inactive participants | 2010-07-01 | 78 |
| Total participants | 2010-07-01 | 78 |
| Number of participants with account balances | 2010-07-01 | 44 |
| 2009: SECOND AMENDED AND RESTATED OWATONNA BUS COMPANY, EMPLOYEES 401(K) PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 77 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 68 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 10 |
| Total of all active and inactive participants | 2009-07-01 | 78 |
| Total participants | 2009-07-01 | 78 |
| Number of participants with account balances | 2009-07-01 | 42 |
| Measure | Date | Value |
|---|
| 2017 : SECOND AMENDED AND RESTATED OWATONNA BUS COMPANY, EMPLOYEES 401(K) PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-06-30 | $296,099 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $45,597 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $30,467 |
| Total plan assets at end of year | 2017-06-30 | $1,808,109 |
| Total plan assets at beginning of year | 2017-06-30 | $1,557,607 |
| Value of fidelity bond covering the plan | 2017-06-30 | $155,760 |
| Total contributions received or receivable from participants | 2017-06-30 | $46,050 |
| Other income received | 2017-06-30 | $239,237 |
| Net income (gross income less expenses) | 2017-06-30 | $250,502 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $1,808,109 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $1,557,607 |
| Total contributions received or receivable from employer(s) | 2017-06-30 | $10,812 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-06-30 | $15,130 |
| 2016 : SECOND AMENDED AND RESTATED OWATONNA BUS COMPANY, EMPLOYEES 401(K) PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-06-30 | $10,708 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $37,260 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $23,484 |
| Total plan assets at end of year | 2016-06-30 | $1,557,607 |
| Total plan assets at beginning of year | 2016-06-30 | $1,584,159 |
| Value of fidelity bond covering the plan | 2016-06-30 | $158,416 |
| Total contributions received or receivable from participants | 2016-06-30 | $41,079 |
| Other income received | 2016-06-30 | $-40,326 |
| Net income (gross income less expenses) | 2016-06-30 | $-26,552 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $1,557,607 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $1,584,159 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $9,955 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-06-30 | $13,776 |
| 2015 : SECOND AMENDED AND RESTATED OWATONNA BUS COMPANY, EMPLOYEES 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-06-30 | $99,769 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $42,166 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $26,898 |
| Total plan assets at end of year | 2015-06-30 | $1,584,159 |
| Total plan assets at beginning of year | 2015-06-30 | $1,526,556 |
| Value of fidelity bond covering the plan | 2015-06-30 | $150,000 |
| Total contributions received or receivable from participants | 2015-06-30 | $42,963 |
| Other income received | 2015-06-30 | $46,532 |
| Net income (gross income less expenses) | 2015-06-30 | $57,603 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $1,584,159 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $1,526,556 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $10,274 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-30 | $15,268 |
| 2014 : SECOND AMENDED AND RESTATED OWATONNA BUS COMPANY, EMPLOYEES 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-06-30 | $328,658 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $71,617 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $57,212 |
| Total plan assets at end of year | 2014-06-30 | $1,526,556 |
| Total plan assets at beginning of year | 2014-06-30 | $1,269,515 |
| Value of fidelity bond covering the plan | 2014-06-30 | $150,000 |
| Total contributions received or receivable from participants | 2014-06-30 | $52,462 |
| Other income received | 2014-06-30 | $265,555 |
| Net income (gross income less expenses) | 2014-06-30 | $257,041 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $1,526,556 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $1,269,515 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $10,641 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $14,405 |
| 2013 : SECOND AMENDED AND RESTATED OWATONNA BUS COMPANY, EMPLOYEES 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-06-30 | $232,594 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $102,091 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $89,191 |
| Total plan assets at end of year | 2013-06-30 | $1,269,515 |
| Total plan assets at beginning of year | 2013-06-30 | $1,139,012 |
| Value of fidelity bond covering the plan | 2013-06-30 | $150,000 |
| Total contributions received or receivable from participants | 2013-06-30 | $48,165 |
| Contributions received from other sources (not participants or employers) | 2013-06-30 | $170 |
| Other income received | 2013-06-30 | $173,094 |
| Net income (gross income less expenses) | 2013-06-30 | $130,503 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $1,269,515 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $1,139,012 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $11,165 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-06-30 | $12,900 |
| 2012 : SECOND AMENDED AND RESTATED OWATONNA BUS COMPANY, EMPLOYEES 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-06-30 | $37,980 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $47,183 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $35,420 |
| Total plan assets at end of year | 2012-06-30 | $1,139,012 |
| Total plan assets at beginning of year | 2012-06-30 | $1,148,215 |
| Value of fidelity bond covering the plan | 2012-06-30 | $150,000 |
| Total contributions received or receivable from participants | 2012-06-30 | $49,897 |
| Other income received | 2012-06-30 | $-24,633 |
| Net income (gross income less expenses) | 2012-06-30 | $-9,203 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $1,139,012 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $1,148,215 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2012-06-30 | $40,284 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $12,716 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-06-30 | $11,763 |
| 2011 : SECOND AMENDED AND RESTATED OWATONNA BUS COMPANY, EMPLOYEES 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-06-30 | $328,619 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $241,903 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $228,819 |
| Total plan assets at end of year | 2011-06-30 | $1,148,215 |
| Total plan assets at beginning of year | 2011-06-30 | $1,061,499 |
| Value of fidelity bond covering the plan | 2011-06-30 | $150,000 |
| Total contributions received or receivable from participants | 2011-06-30 | $56,534 |
| Contributions received from other sources (not participants or employers) | 2011-06-30 | $9,408 |
| Other income received | 2011-06-30 | $249,328 |
| Net income (gross income less expenses) | 2011-06-30 | $86,716 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $1,148,215 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $1,061,499 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2011-06-30 | $56,389 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $13,349 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-06-30 | $13,084 |
| 2016: SECOND AMENDED AND RESTATED OWATONNA BUS COMPANY, EMPLOYEES 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Plan funding arrangement – Insurance | Yes |
| 2016-07-01 | Plan funding arrangement – Trust | Yes |
| 2016-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-07-01 | Plan benefit arrangement - Trust | Yes |
| 2015: SECOND AMENDED AND RESTATED OWATONNA BUS COMPANY, EMPLOYEES 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Plan funding arrangement – Insurance | Yes |
| 2015-07-01 | Plan funding arrangement – Trust | Yes |
| 2015-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-07-01 | Plan benefit arrangement - Trust | Yes |
| 2014: SECOND AMENDED AND RESTATED OWATONNA BUS COMPANY, EMPLOYEES 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Plan funding arrangement – Insurance | Yes |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: SECOND AMENDED AND RESTATED OWATONNA BUS COMPANY, EMPLOYEES 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Plan funding arrangement – Insurance | Yes |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: SECOND AMENDED AND RESTATED OWATONNA BUS COMPANY, EMPLOYEES 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Plan funding arrangement – Insurance | Yes |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
| 2011: SECOND AMENDED AND RESTATED OWATONNA BUS COMPANY, EMPLOYEES 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Plan funding arrangement – Insurance | Yes |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2010: SECOND AMENDED AND RESTATED OWATONNA BUS COMPANY, EMPLOYEES 401(K) PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-07-01 | Type of plan entity | Single employer plan |
| 2010-07-01 | Plan funding arrangement – Insurance | Yes |
| 2010-07-01 | Plan funding arrangement – Trust | Yes |
| 2010-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: SECOND AMENDED AND RESTATED OWATONNA BUS COMPANY, EMPLOYEES 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | Plan funding arrangement – Insurance | Yes |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 62628 |
| Policy instance | 1 |
| Insurance contract or identification number | 62628 | | Number of Individuals Covered | 39 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2016-06-30 | | Total amount of commissions paid to insurance broker | USD $6,077 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,077 | | Insurance broker organization code? | 3 | | Insurance broker name | SECURITIES AMERICA INC |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 62628 |
| Policy instance | 1 |
| Insurance contract or identification number | 62628 | | Number of Individuals Covered | 81 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $7,554 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,554 | | Insurance broker organization code? | 3 | | Insurance broker name | SECURITIES AMERICA INC |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 62628 |
| Policy instance | 1 |
| Insurance contract or identification number | 62628 | | Number of Individuals Covered | 83 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $6,396 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,396 | | Insurance broker organization code? | 3 | | Insurance broker name | SECURITIES AMERICA INC |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 62628 |
| Policy instance | 1 |
| Insurance contract or identification number | 62628 | | Number of Individuals Covered | 87 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Total amount of commissions paid to insurance broker | USD $6,132 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,132 | | Insurance broker organization code? | 3 | | Insurance broker name | SECURITIES AMERICA INC |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 62628 |
| Policy instance | 1 |
| Insurance contract or identification number | 62628 | | Number of Individuals Covered | 89 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $5,943 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 number | 62628 |
| Policy instance | 1 |
| Insurance contract or identification number | 62628 | | Number of Individuals Covered | 91 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $6,172 | | Total amount of fees paid to insurance company | USD $25 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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