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ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan NameABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN
Plan identification number 002

ABC BUS COMPANIES, INC. EMPLOYEES 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ABC BUS COMPANIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:ABC BUS COMPANIES, INC.
Employer identification number (EIN):411565882
NAIC Classification:441228
NAIC Description:Motorcycle, ATV, and All Other Motor Vehicle Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01KELLY KLEIN
0022016-01-01KELLY KLEIN KELLY KLEIN2017-10-11
0022015-01-01DAN AXELSON DAN AXELSON2016-10-13
0022014-01-01DAN AXELSON DAN AXELSON2015-10-06
0022013-01-01DAN AXELSON DAN AXELSON2014-10-10
0022012-01-01DAN AXELSON DAN AXELSON2013-10-14
0022011-01-01DAN AXELSON DAN AXELSON2012-10-15
0022010-01-01DAN AXELSON DAN AXELSON2011-10-10
0022009-01-01DAN AXELSON DAN AXELSON2010-10-12

Plan Statistics for ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN

401k plan membership statisitcs for ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN

Measure Date Value
2022: ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01707
Total number of active participants reported on line 7a of the Form 55002022-01-01410
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01372
Total of all active and inactive participants2022-01-01782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01783
Number of participants with account balances2022-01-01755
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01761
Total number of active participants reported on line 7a of the Form 55002021-01-01347
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01354
Total of all active and inactive participants2021-01-01701
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01703
Number of participants with account balances2021-01-01682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01852
Total number of active participants reported on line 7a of the Form 55002020-01-01319
Number of other retired or separated participants entitled to future benefits2020-01-01439
Total of all active and inactive participants2020-01-01758
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01758
Number of participants with account balances2020-01-01741
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01862
Total number of active participants reported on line 7a of the Form 55002019-01-01556
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01282
Total of all active and inactive participants2019-01-01838
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01838
Number of participants with account balances2019-01-01807
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01799
Total number of active participants reported on line 7a of the Form 55002018-01-01577
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01276
Total of all active and inactive participants2018-01-01853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01853
Number of participants with account balances2018-01-01821
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01826
Total number of active participants reported on line 7a of the Form 55002017-01-01564
Number of retired or separated participants receiving benefits2017-01-0119
Number of other retired or separated participants entitled to future benefits2017-01-01205
Total of all active and inactive participants2017-01-01788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01788
Number of participants with account balances2017-01-01759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01978
Total number of active participants reported on line 7a of the Form 55002016-01-01534
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01270
Total of all active and inactive participants2016-01-01804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01804
Number of participants with account balances2016-01-01771
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01834
Total number of active participants reported on line 7a of the Form 55002015-01-01769
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01186
Total of all active and inactive participants2015-01-01955
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01955
Number of participants with account balances2015-01-01825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01836
Total number of active participants reported on line 7a of the Form 55002014-01-01636
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01149
Total of all active and inactive participants2014-01-01785
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01785
Number of participants with account balances2014-01-01691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01803
Total number of active participants reported on line 7a of the Form 55002013-01-01711
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01109
Total of all active and inactive participants2013-01-01820
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01820
Number of participants with account balances2013-01-01681
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01687
Total number of active participants reported on line 7a of the Form 55002012-01-01694
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0190
Total of all active and inactive participants2012-01-01784
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01784
Number of participants with account balances2012-01-01634
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01604
Total number of active participants reported on line 7a of the Form 55002011-01-01559
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01107
Total of all active and inactive participants2011-01-01666
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01666
Number of participants with account balances2011-01-01547
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01405
Total number of active participants reported on line 7a of the Form 55002010-01-01505
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0168
Total of all active and inactive participants2010-01-01573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01573
Number of participants with account balances2010-01-01442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01458
Total number of active participants reported on line 7a of the Form 55002009-01-01353
Number of retired or separated participants receiving benefits2009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-0160
Total of all active and inactive participants2009-01-01418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01418
Number of participants with account balances2009-01-01359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN

Measure Date Value
2022 : ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$16,387
Total unrealized appreciation/depreciation of assets2022-12-31$16,387
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$5,377
Total income from all sources (including contributions)2022-12-31$-2,992,379
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,547,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,432,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,853,358
Value of total assets at end of year2022-12-31$25,408,807
Value of total assets at beginning of year2022-12-31$29,954,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$115,319
Total interest from all sources2022-12-31$28,615
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$1,401,417
Participant contributions at end of year2022-12-31$446,412
Participant contributions at beginning of year2022-12-31$537,948
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$44,678
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$5,377
Administrative expenses (other) incurred2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$841
Total non interest bearing cash at beginning of year2022-12-31$3,639
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,540,283
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,408,807
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$29,949,090
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
Investment advisory and management fees2022-12-31$40,564
Value of interest in pooled separate accounts at end of year2022-12-31$24,623,336
Value of interest in pooled separate accounts at beginning of year2022-12-31$29,091,741
Income. Interest from loans (other than to participants)2022-12-31$28,615
Net investment gain/loss from pooled separate accounts2022-12-31$-4,890,739
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$336,836
Assets. Invements in employer securities at beginning of year2022-12-31$321,100
Contributions received in cash from employer2022-12-31$407,263
Employer contributions (assets) at end of year2022-12-31$1,382
Employer contributions (assets) at beginning of year2022-12-31$39
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,432,585
Contract administrator fees2022-12-31$74,755
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-21,111
Total unrealized appreciation/depreciation of assets2021-12-31$-21,111
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,377
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,460
Total income from all sources (including contributions)2021-12-31$5,112,491
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,394,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,208,140
Expenses. Certain deemed distributions of participant loans2021-12-31$39,142
Value of total corrective distributions2021-12-31$10,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,556,051
Value of total assets at end of year2021-12-31$29,954,467
Value of total assets at beginning of year2021-12-31$28,233,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$136,380
Total interest from all sources2021-12-31$37,149
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$136,380
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,165,313
Participant contributions at end of year2021-12-31$537,948
Participant contributions at beginning of year2021-12-31$565,257
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,555
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$5,377
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$2,460
Other income not declared elsewhere2021-12-31$-327
Administrative expenses (other) incurred2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$3,639
Total non interest bearing cash at beginning of year2021-12-31$850
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$1,718,487
Value of net assets at end of year (total assets less liabilities)2021-12-31$29,949,090
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$28,230,603
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 pooled separate accounts at end of year2021-12-31$29,091,741
Value of interest in pooled separate accounts at beginning of year2021-12-31$27,324,573
Income. Interest from loans (other than to participants)2021-12-31$37,149
Net investment gain/loss from pooled separate accounts2021-12-31$3,540,729
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$321,100
Assets. Invements in employer securities at beginning of year2021-12-31$342,383
Contributions received in cash from employer2021-12-31$388,183
Employer contributions (assets) at end of year2021-12-31$39
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,208,140
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-91,348
Total unrealized appreciation/depreciation of assets2020-12-31$-91,348
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,460
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,973
Total income from all sources (including contributions)2020-12-31$5,396,597
Total of all expenses incurred2020-12-31$6,353,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,219,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,832,566
Value of total assets at end of year2020-12-31$28,233,063
Value of total assets at beginning of year2020-12-31$29,189,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$133,673
Total interest from all sources2020-12-31$42,253
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$133,673
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,285,590
Participant contributions at end of year2020-12-31$565,257
Participant contributions at beginning of year2020-12-31$690,617
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$63,654
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$2,460
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,973
Other income not declared elsewhere2020-12-31$6,121
Total non interest bearing cash at end of year2020-12-31$850
Total non interest bearing cash at beginning of year2020-12-31$2,290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-956,768
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,230,603
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$29,187,371
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 pooled separate accounts at end of year2020-12-31$27,324,573
Value of interest in pooled separate accounts at beginning of year2020-12-31$27,811,787
Interest on participant loans2020-12-31$42,253
Net investment gain/loss from pooled separate accounts2020-12-31$3,607,005
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$342,383
Assets. Invements in employer securities at beginning of year2020-12-31$680,549
Contributions received in cash from employer2020-12-31$483,322
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$4,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,219,692
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,456
Total unrealized appreciation/depreciation of assets2019-12-31$2,456
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,973
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,000
Total income from all sources (including contributions)2019-12-31$7,244,738
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,486,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,362,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,345,849
Value of total assets at end of year2019-12-31$29,189,344
Value of total assets at beginning of year2019-12-31$24,430,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$124,575
Total interest from all sources2019-12-31$40,539
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$124,575
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,643,011
Participant contributions at end of year2019-12-31$690,617
Participant contributions at beginning of year2019-12-31$608,155
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$95,979
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,973
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,000
Administrative expenses (other) incurred2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$2,290
Total non interest bearing cash at beginning of year2019-12-31$1,607
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$4,757,911
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,187,371
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$24,429,460
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 pooled separate accounts at end of year2019-12-31$27,811,787
Value of interest in pooled separate accounts at beginning of year2019-12-31$23,121,186
Interest on participant loans2019-12-31$40,539
Net investment gain/loss from pooled separate accounts2019-12-31$4,855,894
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$680,549
Assets. Invements in employer securities at beginning of year2019-12-31$698,067
Contributions received in cash from employer2019-12-31$606,859
Employer contributions (assets) at end of year2019-12-31$4,101
Employer contributions (assets) at beginning of year2019-12-31$1,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,362,252
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
2018 : ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-91,174
Total unrealized appreciation/depreciation of assets2018-12-31$-91,174
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,000
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$715,379
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,063,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,017,978
Value of total corrective distributions2018-12-31$31,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,403,642
Value of total assets at end of year2018-12-31$24,430,460
Value of total assets at beginning of year2018-12-31$26,777,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$13,630
Total interest from all sources2018-12-31$31,567
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$13,630
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,617,905
Participant contributions at end of year2018-12-31$608,155
Participant contributions at beginning of year2018-12-31$497,897
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$196,767
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,000
Other income not declared elsewhere2018-12-31$148,330
Total non interest bearing cash at end of year2018-12-31$1,607
Total non interest bearing cash at beginning of year2018-12-31$2,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,347,988
Value of net assets at end of year (total assets less liabilities)2018-12-31$24,429,460
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$26,777,448
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 pooled separate accounts at end of year2018-12-31$23,121,186
Value of interest in pooled separate accounts at beginning of year2018-12-31$24,968,776
Interest on participant loans2018-12-31$31,567
Net investment gain/loss from pooled separate accounts2018-12-31$-1,776,986
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
Assets. Invements in employer securities at end of year2018-12-31$698,067
Assets. Invements in employer securities at beginning of year2018-12-31$1,308,423
Contributions received in cash from employer2018-12-31$588,970
Employer contributions (assets) at end of year2018-12-31$1,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,017,978
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHON KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-67,541
Total unrealized appreciation/depreciation of assets2017-12-31$-67,541
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$20,451
Total income from all sources (including contributions)2017-12-31$6,212,035
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,850,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,835,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,321,210
Value of total assets at end of year2017-12-31$26,777,448
Value of total assets at beginning of year2017-12-31$24,436,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$14,904
Total interest from all sources2017-12-31$28,195
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$14,904
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,518,916
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,508,090
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$231,374
Assets. Loans (other than to participants) at end of year2017-12-31$497,897
Assets. Loans (other than to participants) at beginning of year2017-12-31$455,763
Other income not declared elsewhere2017-12-31$211,043
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,361,610
Value of net assets at end of year (total assets less liabilities)2017-12-31$26,777,448
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$24,415,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$21,060,089
Value of interest in pooled separate accounts at end of year2017-12-31$24,968,776
Interest on participant loans2017-12-31$28,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,352
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,456
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,456
Net investment gain/loss from pooled separate accounts2017-12-31$3,719,128
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$1,308,423
Assets. Invements in employer securities at beginning of year2017-12-31$1,409,891
Contributions received in cash from employer2017-12-31$570,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,835,521
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$20,451
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$52,262
Total unrealized appreciation/depreciation of assets2016-12-31$52,262
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$20,451
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,430,271
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,387,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,329,392
Value of total corrective distributions2016-12-31$48,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,539,141
Value of total assets at end of year2016-12-31$24,436,289
Value of total assets at beginning of year2016-12-31$22,373,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,493
Total interest from all sources2016-12-31$24,333
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$7,025
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,670,798
Participant contributions at end of year2016-12-31$455,763
Participant contributions at beginning of year2016-12-31$453,030
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,508,090
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,532,717
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$262,910
Other income not declared elsewhere2016-12-31$221,314
Administrative expenses (other) incurred2016-12-31$2,468
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,042,725
Value of net assets at end of year (total assets less liabilities)2016-12-31$24,415,838
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$22,373,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$21,060,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$18,939,110
Interest on participant loans2016-12-31$24,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,456
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,476
Net investment gain/loss from pooled separate accounts2016-12-31$1,593,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$1,409,891
Assets. Invements in employer securities at beginning of year2016-12-31$1,445,780
Contributions received in cash from employer2016-12-31$605,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,329,392
Liabilities. Value of benefit claims payable at end of year2016-12-31$20,451
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$119,444
Total unrealized appreciation/depreciation of assets2015-12-31$119,444
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,435,397
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,500,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,456,198
Value of total corrective distributions2015-12-31$34,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,453,865
Value of total assets at end of year2015-12-31$22,373,113
Value of total assets at beginning of year2015-12-31$21,438,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,669
Total interest from all sources2015-12-31$23,559
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$7,225
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,692,336
Participant contributions at end of year2015-12-31$453,030
Participant contributions at beginning of year2015-12-31$485,158
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,532,717
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,198,022
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$188,721
Other income not declared elsewhere2015-12-31$75,224
Administrative expenses (other) incurred2015-12-31$2,444
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$934,566
Value of net assets at end of year (total assets less liabilities)2015-12-31$22,373,113
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$21,438,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$18,939,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$18,270,844
Interest on participant loans2015-12-31$23,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,476
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$51,347
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$51,347
Net investment gain/loss from pooled separate accounts2015-12-31$-236,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$1,445,780
Assets. Invements in employer securities at beginning of year2015-12-31$1,433,176
Contributions received in cash from employer2015-12-31$572,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,456,198
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$490,174
Total unrealized appreciation/depreciation of assets2014-12-31$490,174
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,827,966
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$720,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$663,767
Value of total corrective distributions2014-12-31$44,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,410,729
Value of total assets at end of year2014-12-31$21,438,547
Value of total assets at beginning of year2014-12-31$18,330,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$11,610
Total interest from all sources2014-12-31$23,708
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$9,025
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,352,448
Participant contributions at end of year2014-12-31$485,158
Participant contributions at beginning of year2014-12-31$395,887
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,198,022
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$602,026
Other income not declared elsewhere2014-12-31$48,881
Administrative expenses (other) incurred2014-12-31$2,585
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,107,663
Value of net assets at end of year (total assets less liabilities)2014-12-31$21,438,547
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,330,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$18,270,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,989,264
Interest on participant loans2014-12-31$23,708
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$51,347
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,731
Net investment gain/loss from pooled separate accounts2014-12-31$854,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$1,433,176
Assets. Invements in employer securities at beginning of year2014-12-31$943,002
Contributions received in cash from employer2014-12-31$456,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$663,767
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$108,470
Total unrealized appreciation/depreciation of assets2013-12-31$108,470
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,471,616
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$606,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$587,577
Value of total corrective distributions2013-12-31$9,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,631,766
Value of total assets at end of year2013-12-31$18,330,884
Value of total assets at beginning of year2013-12-31$14,465,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,024
Total interest from all sources2013-12-31$19,408
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$7,150
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,214,884
Participant contributions at end of year2013-12-31$395,887
Participant contributions at beginning of year2013-12-31$388,767
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$96,936
Administrative expenses (other) incurred2013-12-31$1,874
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,865,513
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,330,884
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,465,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$16,989,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,239,341
Interest on participant loans2013-12-31$19,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,731
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,731
Net investment gain/loss from pooled separate accounts2013-12-31$2,711,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$943,002
Assets. Invements in employer securities at beginning of year2013-12-31$834,532
Contributions received in cash from employer2013-12-31$319,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$587,577
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2013-12-31390859910
2012 : ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$101,598
Total unrealized appreciation/depreciation of assets2012-12-31$101,598
Total income from all sources (including contributions)2012-12-31$3,075,444
Total of all expenses incurred2012-12-31$428,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$393,972
Value of total corrective distributions2012-12-31$28,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,375,131
Value of total assets at end of year2012-12-31$14,465,371
Value of total assets at beginning of year2012-12-31$11,818,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,767
Total interest from all sources2012-12-31$17,028
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$5,116
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,028,384
Participant contributions at end of year2012-12-31$388,767
Participant contributions at beginning of year2012-12-31$318,154
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$92,834
Administrative expenses (other) incurred2012-12-31$1,651
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,646,509
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,465,371
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,818,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$13,239,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,764,968
Interest on participant loans2012-12-31$17,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,731
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,731
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$1,581,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$834,532
Assets. Invements in employer securities at beginning of year2012-12-31$733,009
Contributions received in cash from employer2012-12-31$253,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$393,972
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2012-12-31390859910
2011 : ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$56,002
Total unrealized appreciation/depreciation of assets2011-12-31$56,002
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$856,818
Total of all expenses incurred2011-12-31$1,109,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,102,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,172,483
Value of total assets at end of year2011-12-31$11,818,862
Value of total assets at beginning of year2011-12-31$12,071,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,572
Total interest from all sources2011-12-31$14,839
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$4,992
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$901,422
Participant contributions at end of year2011-12-31$318,154
Participant contributions at beginning of year2011-12-31$262,458
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$118,814
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$1,580
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-252,377
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,818,862
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,071,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,764,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,991,308
Interest on participant loans2011-12-31$14,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,731
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,731
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-386,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$733,009
Assets. Invements in employer securities at beginning of year2011-12-31$814,742
Contributions received in cash from employer2011-12-31$152,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,102,623
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2011-12-31390859910
2010 : ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$69,285
Total unrealized appreciation/depreciation of assets2010-12-31$69,285
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$109
Total income from all sources (including contributions)2010-12-31$2,145,585
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$522,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$515,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$738,885
Value of total assets at end of year2010-12-31$12,071,239
Value of total assets at beginning of year2010-12-31$10,447,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,016
Total interest from all sources2010-12-31$14,131
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$5,712
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$736,781
Participant contributions at end of year2010-12-31$262,458
Participant contributions at beginning of year2010-12-31$226,443
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,104
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$109
Administrative expenses (other) incurred2010-12-31$1,304
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,623,467
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,071,239
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,447,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,991,308
Value of interest in pooled separate accounts at beginning of year2010-12-31$9,061,140
Interest on participant loans2010-12-31$14,131
Value of interest in common/collective trusts at beginning of year2010-12-31$404,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,731
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,793
Net investment gain/loss from pooled separate accounts2010-12-31$1,323,284
Net investment gain or loss from common/collective trusts2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$814,742
Assets. Invements in employer securities at beginning of year2010-12-31$752,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$515,102
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2010-12-31390859910

Form 5500 Responses for ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN

2022: ABC BUS COMPANIES, INC. EMPLOYEES 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: ABC BUS COMPANIES, INC. EMPLOYEES 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: ABC BUS COMPANIES, INC. EMPLOYEES 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: ABC BUS COMPANIES, INC. EMPLOYEES 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: ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ABC BUS COMPANIES, INC. EMPLOYEES RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number88186
Policy instance 1
Insurance contract or identification number88186
Number of Individuals Covered759
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $13,118
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees13118
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number88186
Policy instance 1
Insurance contract or identification number88186
Number of Individuals Covered680
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $14,394
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees14394
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number88186
Policy instance 1
Insurance contract or identification number88186
Number of Individuals Covered755
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $13,256
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees13256
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number88186
Policy instance 1
Insurance contract or identification number88186
Number of Individuals Covered825
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $10,645
Total amount of fees paid to insurance companyUSD $22,291
Commission paid to Insurance BrokerUSD $10,645
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees11644
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number88186
Policy instance 1
Insurance contract or identification number88186
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $66,314
Total amount of fees paid to insurance companyUSD $20,364
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?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
Commission paid to Insurance BrokerUSD $66,314
Insurance broker organization code?3
Amount paid for insurance broker fees20364
Additional information about fees paid to insurance brokerTPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number88186
Policy instance 1
Insurance contract or identification number88186
Number of Individuals Covered768
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $63,672
Total amount of fees paid to insurance companyUSD $20,553
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?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
Commission paid to Insurance BrokerUSD $63,672
Insurance broker organization code?3
Amount paid for insurance broker fees14084
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameTAX SHELTERED COMPENSATION, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number88186
Policy instance 1
Insurance contract or identification number88186
Number of Individuals Covered834
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $52,982
Total amount of fees paid to insurance companyUSD $10,480
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $52,982
Insurance broker organization code?3
Amount paid for insurance broker fees10480
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameTAX SHELTERED COMPENSATION INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number88186
Policy instance 1
Insurance contract or identification number88186
Number of Individuals Covered708
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $47,140
Total amount of fees paid to insurance companyUSD $9,330
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $47,140
Insurance broker organization code?3
Amount paid for insurance broker fees9330
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameTAX SHELTERED COMPENSATION INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number88186
Policy instance 1
Insurance contract or identification number88186
Number of Individuals Covered696
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $38,738
Total amount of fees paid to insurance companyUSD $7,678
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,738
Insurance broker organization code?3
Amount paid for insurance broker fees7678
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameTAX SHELTERED COMPENSATION INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number88186
Policy instance 1
Insurance contract or identification number88186
Number of Individuals Covered661
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $31,856
Total amount of fees paid to insurance companyUSD $6,247
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $31,856
Insurance broker organization code?3
Amount paid for insurance broker fees6247
Additional information about fees paid to insurance brokerTPA COMPENSATION/FEES
Insurance broker nameTAX SHELTERED COMPENSATION INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number88186
Policy instance 1
Insurance contract or identification number88186
Number of Individuals Covered574
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $29,614
Total amount of fees paid to insurance companyUSD $5,697
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number88186
Policy instance 1
Insurance contract or identification number88186
Number of Individuals Covered473
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $27,761
Total amount of fees paid to insurance companyUSD $13,279
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,761
Insurance broker organization code?3
Amount paid for insurance broker fees13279
Additional information about fees paid to insurance brokerTPA COMPENSATION/FEES
Insurance broker nameTAX SHELTERED COMPENSATION INC

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