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RETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY 401k Plan overview

Plan NameRETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY
Plan identification number 005

RETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

TRANSDEV SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:TRANSDEV SERVICES, INC.
Employer identification number (EIN):521493194
NAIC Classification:921000

Additional information about TRANSDEV SERVICES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2005-02-07
Company Identification Number: 0800450118
Legal Registered Office Address: 720 E BUTTERFIELD RD STE 300

LOMBARD
United States of America (USA)
60148

More information about TRANSDEV SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01ROBIN KIRBY
0052016-01-01ROBIN KIRBY
0052015-01-01ROBIN KIRBY
0052014-01-01STEPHANIE POOLE
0052013-01-01STEPHANIE POOLE
0052012-01-01STEPHANIE POOLE
0052011-01-01STEPHANIE POOLE
0052010-01-01STEPHANIE POOLE

Plan Statistics for RETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY

401k plan membership statisitcs for RETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY

Measure Date Value
2020: RETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY 2020 401k membership
Total participants, beginning-of-year2020-01-01339
Total number of active participants reported on line 7a of the Form 55002020-01-01258
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0145
Total of all active and inactive participants2020-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01305
Number of participants with account balances2020-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: RETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY 2019 401k membership
Total participants, beginning-of-year2019-01-01254
Total number of active participants reported on line 7a of the Form 55002019-01-01291
Number of other retired or separated participants entitled to future benefits2019-01-0142
Total of all active and inactive participants2019-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01335
Number of participants with account balances2019-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0121
2018: RETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY 2018 401k membership
Total participants, beginning-of-year2018-01-01223
Total number of active participants reported on line 7a of the Form 55002018-01-01254
Number of other retired or separated participants entitled to future benefits2018-01-0140
Total of all active and inactive participants2018-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01297
Number of participants with account balances2018-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: RETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY 2017 401k membership
Total participants, beginning-of-year2017-01-01229
Total number of active participants reported on line 7a of the Form 55002017-01-01223
Number of other retired or separated participants entitled to future benefits2017-01-0143
Total of all active and inactive participants2017-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01269
Number of participants with account balances2017-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: RETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY 2016 401k membership
Total participants, beginning-of-year2016-01-01246
Total number of active participants reported on line 7a of the Form 55002016-01-01229
Number of other retired or separated participants entitled to future benefits2016-01-0137
Total of all active and inactive participants2016-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01269
Number of participants with account balances2016-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: RETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY 2015 401k membership
Total participants, beginning-of-year2015-01-01230
Total number of active participants reported on line 7a of the Form 55002015-01-01208
Number of other retired or separated participants entitled to future benefits2015-01-0136
Total of all active and inactive participants2015-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01246
Number of participants with account balances2015-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: RETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY 2014 401k membership
Total participants, beginning-of-year2014-01-01222
Total number of active participants reported on line 7a of the Form 55002014-01-01191
Number of other retired or separated participants entitled to future benefits2014-01-0137
Total of all active and inactive participants2014-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01230
Number of participants with account balances2014-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: RETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY 2013 401k membership
Total participants, beginning-of-year2013-01-01225
Total number of active participants reported on line 7a of the Form 55002013-01-01179
Number of other retired or separated participants entitled to future benefits2013-01-0141
Total of all active and inactive participants2013-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01222
Number of participants with account balances2013-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: RETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY 2012 401k membership
Total participants, beginning-of-year2012-01-01212
Total number of active participants reported on line 7a of the Form 55002012-01-01179
Number of retired or separated participants receiving benefits2012-01-0146
Total of all active and inactive participants2012-01-01225
Total participants2012-01-01225
Number of participants with account balances2012-01-01203
2011: RETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY 2011 401k membership
Total participants, beginning-of-year2011-01-01206
Total number of active participants reported on line 7a of the Form 55002011-01-01176
Number of retired or separated participants receiving benefits2011-01-0136
Total of all active and inactive participants2011-01-01212
Total participants2011-01-01212
Number of participants with account balances2011-01-01192
2010: RETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY 2010 401k membership
Total participants, beginning-of-year2010-01-01203
Total number of active participants reported on line 7a of the Form 55002010-01-01169
Number of other retired or separated participants entitled to future benefits2010-01-0137
Total of all active and inactive participants2010-01-01206
Total participants2010-01-01206
Number of participants with account balances2010-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013

Financial Data on RETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY

Measure Date Value
2020 : RETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,244,681
Total of all expenses incurred2020-12-31$505,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$464,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$759,552
Value of total assets at end of year2020-12-31$8,302,416
Value of total assets at beginning of year2020-12-31$7,563,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$41,717
Total interest from all sources2020-12-31$42,368
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$62,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$62,379
Administrative expenses professional fees incurred2020-12-31$13,100
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$346,684
Participant contributions at end of year2020-12-31$812,393
Participant contributions at beginning of year2020-12-31$779,589
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$61,319
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$738,953
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,302,416
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,563,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,662,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,870,841
Interest on participant loans2020-12-31$42,368
Value of interest in common/collective trusts at end of year2020-12-31$3,642,047
Value of interest in common/collective trusts at beginning of year2020-12-31$2,727,858
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$380,382
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
Contributions received in cash from employer2020-12-31$351,549
Employer contributions (assets) at end of year2020-12-31$185,929
Employer contributions (assets) at beginning of year2020-12-31$185,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$464,011
Contract administrator fees2020-12-31$28,617
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2020-12-31560747981
2019 : RETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,605,973
Total income from all sources (including contributions)2019-12-31$1,605,973
Total of all expenses incurred2019-12-31$719,190
Total of all expenses incurred2019-12-31$719,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$657,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$657,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$712,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$712,933
Value of total assets at end of year2019-12-31$7,563,463
Value of total assets at end of year2019-12-31$7,563,463
Value of total assets at beginning of year2019-12-31$6,676,680
Value of total assets at beginning of year2019-12-31$6,676,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$61,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$61,505
Total interest from all sources2019-12-31$37,864
Total interest from all sources2019-12-31$37,864
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$75,506
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$75,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$75,506
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$75,506
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$368,452
Contributions received from participants2019-12-31$368,452
Participant contributions at end of year2019-12-31$779,589
Participant contributions at end of year2019-12-31$779,589
Participant contributions at beginning of year2019-12-31$631,323
Participant contributions at beginning of year2019-12-31$631,323
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
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$886,783
Value of net income/loss2019-12-31$886,783
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,563,463
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,563,463
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,676,680
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,676,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,870,841
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,870,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,368,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,368,012
Interest on participant loans2019-12-31$37,864
Interest on participant loans2019-12-31$37,864
Value of interest in common/collective trusts at end of year2019-12-31$2,727,858
Value of interest in common/collective trusts at end of year2019-12-31$2,727,858
Value of interest in common/collective trusts at beginning of year2019-12-31$2,504,484
Value of interest in common/collective trusts at beginning of year2019-12-31$2,504,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$779,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$779,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$344,481
Contributions received in cash from employer2019-12-31$344,481
Employer contributions (assets) at end of year2019-12-31$185,175
Employer contributions (assets) at end of year2019-12-31$185,175
Employer contributions (assets) at beginning of year2019-12-31$172,861
Employer contributions (assets) at beginning of year2019-12-31$172,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$657,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$657,685
Contract administrator fees2019-12-31$61,505
Contract administrator fees2019-12-31$61,505
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2019-12-31560747981
Accountancy firm EIN2019-12-31560747981
2018 : RETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$333,540
Total of all expenses incurred2018-12-31$744,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$703,812
Expenses. Certain deemed distributions of participant loans2018-12-31$-16,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$642,113
Value of total assets at end of year2018-12-31$6,676,680
Value of total assets at beginning of year2018-12-31$7,087,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$57,316
Total interest from all sources2018-12-31$35,418
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$82,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$82,012
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$327,997
Participant contributions at end of year2018-12-31$631,323
Participant contributions at beginning of year2018-12-31$740,068
Participant contributions at beginning of year2018-12-31$5,244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-411,148
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,676,680
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,087,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,368,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,861,776
Interest on participant loans2018-12-31$35,418
Value of interest in common/collective trusts at end of year2018-12-31$2,504,484
Value of interest in common/collective trusts at beginning of year2018-12-31$2,334,974
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-426,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$314,116
Employer contributions (assets) at end of year2018-12-31$172,861
Employer contributions (assets) at beginning of year2018-12-31$145,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$703,812
Contract administrator fees2018-12-31$57,316
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2018-12-31560747981
2017 : RETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,104,249
Total of all expenses incurred2017-12-31$508,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$449,202
Expenses. Certain deemed distributions of participant loans2017-12-31$5,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$552,162
Value of total assets at end of year2017-12-31$7,087,828
Value of total assets at beginning of year2017-12-31$6,492,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$54,085
Total interest from all sources2017-12-31$31,578
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$82,771
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$82,771
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$284,236
Participant contributions at end of year2017-12-31$740,068
Participant contributions at beginning of year2017-12-31$766,396
Participant contributions at end of year2017-12-31$5,244
Participant contributions at beginning of year2017-12-31$5,015
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,238
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$595,343
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,087,828
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,492,485
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 end of year2017-12-31$3,861,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,494,862
Interest on participant loans2017-12-31$31,578
Value of interest in common/collective trusts at end of year2017-12-31$2,334,974
Value of interest in common/collective trusts at beginning of year2017-12-31$2,077,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$437,738
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
Contributions received in cash from employer2017-12-31$262,688
Employer contributions (assets) at end of year2017-12-31$145,766
Employer contributions (assets) at beginning of year2017-12-31$148,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$449,202
Contract administrator fees2017-12-31$54,085
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2017-12-31560747981
2016 : RETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,013,998
Total of all expenses incurred2016-12-31$779,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$729,661
Expenses. Certain deemed distributions of participant loans2016-12-31$-10,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$491,536
Value of total assets at end of year2016-12-31$6,492,485
Value of total assets at beginning of year2016-12-31$6,258,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$60,112
Total interest from all sources2016-12-31$32,559
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$72,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$72,080
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$237,231
Participant contributions at end of year2016-12-31$766,396
Participant contributions at beginning of year2016-12-31$841,824
Participant contributions at end of year2016-12-31$5,015
Participant contributions at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$234,300
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,492,485
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,258,185
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$3,494,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,338,973
Interest on participant loans2016-12-31$32,559
Value of interest in common/collective trusts at end of year2016-12-31$2,077,508
Value of interest in common/collective trusts at beginning of year2016-12-31$1,936,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$417,823
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
Contributions received in cash from employer2016-12-31$254,305
Employer contributions (assets) at end of year2016-12-31$148,704
Employer contributions (assets) at beginning of year2016-12-31$140,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$729,661
Contract administrator fees2016-12-31$60,112
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2016-12-31560747981
2015 : RETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$492,563
Total of all expenses incurred2015-12-31$562,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$532,534
Expenses. Certain deemed distributions of participant loans2015-12-31$-17,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$485,187
Value of total assets at end of year2015-12-31$6,258,185
Value of total assets at beginning of year2015-12-31$6,327,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$47,016
Total interest from all sources2015-12-31$32,889
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$88,813
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$88,813
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$234,602
Participant contributions at end of year2015-12-31$841,824
Participant contributions at beginning of year2015-12-31$702,387
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$4,368
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-69,445
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,258,185
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,327,630
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$3,338,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,977,757
Interest on participant loans2015-12-31$32,889
Value of interest in common/collective trusts at end of year2015-12-31$1,936,727
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,516,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,516,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-114,326
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
Contributions received in cash from employer2015-12-31$250,585
Employer contributions (assets) at end of year2015-12-31$140,661
Employer contributions (assets) at beginning of year2015-12-31$127,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$532,534
Contract administrator fees2015-12-31$47,016
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2015-12-31560747981
2014 : RETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$817,940
Total of all expenses incurred2014-12-31$346,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$295,054
Expenses. Certain deemed distributions of participant loans2014-12-31$-10,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$445,513
Value of total assets at end of year2014-12-31$6,327,630
Value of total assets at beginning of year2014-12-31$5,856,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$61,838
Total interest from all sources2014-12-31$29,689
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$111,386
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$111,386
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$218,218
Participant contributions at end of year2014-12-31$702,387
Participant contributions at beginning of year2014-12-31$625,661
Participant contributions at end of year2014-12-31$4,368
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$2
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$471,056
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,327,630
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,856,574
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$3,977,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,800,632
Interest on participant loans2014-12-31$29,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,516,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,306,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,306,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$229,425
Net investment gain or loss from common/collective trusts2014-12-31$1,927
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
Contributions received in cash from employer2014-12-31$227,295
Employer contributions (assets) at end of year2014-12-31$127,118
Employer contributions (assets) at beginning of year2014-12-31$123,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$295,054
Contract administrator fees2014-12-31$61,838
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2014-12-31560747981
2013 : RETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,275,117
Total of all expenses incurred2013-12-31$493,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$451,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$431,595
Value of total assets at end of year2013-12-31$5,856,574
Value of total assets at beginning of year2013-12-31$5,075,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$41,885
Total interest from all sources2013-12-31$31,774
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$86,054
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$86,054
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$205,508
Participant contributions at end of year2013-12-31$625,661
Participant contributions at beginning of year2013-12-31$772,744
Participant contributions at beginning of year2013-12-31$12,759
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$10,458
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$37,625
Total non interest bearing cash at end of year2013-12-31$2
Total non interest bearing cash at beginning of year2013-12-31$-219
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$781,336
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,856,574
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,075,238
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$3,800,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,149,564
Interest on participant loans2013-12-31$31,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,306,836
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,011,696
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,011,696
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$725,689
Net investment gain or loss from common/collective trusts2013-12-31$5
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$215,629
Employer contributions (assets) at end of year2013-12-31$123,443
Employer contributions (assets) at beginning of year2013-12-31$128,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$414,271
Contract administrator fees2013-12-31$41,885
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2013-12-31560747981
2012 : RETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$831,292
Total of all expenses incurred2012-12-31$223,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$173,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$423,953
Value of total assets at end of year2012-12-31$5,075,238
Value of total assets at beginning of year2012-12-31$4,467,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$49,583
Total interest from all sources2012-12-31$37,097
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$75,246
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
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$205,992
Participant contributions at end of year2012-12-31$772,744
Participant contributions at beginning of year2012-12-31$913,397
Participant contributions at end of year2012-12-31$12,759
Participant contributions at beginning of year2012-12-31$18,949
Other income not declared elsewhere2012-12-31$812
Total non interest bearing cash at end of year2012-12-31$-219
Total non interest bearing cash at beginning of year2012-12-31$45
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$608,188
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,075,238
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,467,050
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$3,149,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,623,448
Interest on participant loans2012-12-31$37,097
Value of interest in common/collective trusts at beginning of year2012-12-31$118,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,011,696
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$665,610
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$665,610
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$294,014
Net investment gain or loss from common/collective trusts2012-12-31$170
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$217,961
Employer contributions (assets) at end of year2012-12-31$128,694
Employer contributions (assets) at beginning of year2012-12-31$127,016
Income. Dividends from common stock2012-12-31$75,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$173,521
Contract administrator fees2012-12-31$49,583
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2012-12-31560747981
2011 : RETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$393,122
Total of all expenses incurred2011-12-31$345,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$304,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$384,719
Value of total assets at end of year2011-12-31$4,467,050
Value of total assets at beginning of year2011-12-31$4,419,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$41,120
Total interest from all sources2011-12-31$33,079
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$66,742
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
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$185,281
Participant contributions at end of year2011-12-31$913,397
Participant contributions at beginning of year2011-12-31$648,797
Participant contributions at end of year2011-12-31$18,949
Participant contributions at beginning of year2011-12-31$9,810
Total non interest bearing cash at end of year2011-12-31$45
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$47,322
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,467,050
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,419,728
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$2,623,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,987,440
Interest on participant loans2011-12-31$33,079
Value of interest in common/collective trusts at end of year2011-12-31$118,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$665,610
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$656,409
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$656,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-91,418
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
Contributions received in cash from employer2011-12-31$199,438
Employer contributions (assets) at end of year2011-12-31$127,016
Employer contributions (assets) at beginning of year2011-12-31$117,272
Income. Dividends from common stock2011-12-31$66,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$304,680
Contract administrator fees2011-12-31$41,120
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2011-12-31560747981
2010 : RETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$724,486
Total of all expenses incurred2010-12-31$208,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$162,125
Expenses. Certain deemed distributions of participant loans2010-12-31$812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$350,859
Value of total assets at end of year2010-12-31$4,419,728
Value of total assets at beginning of year2010-12-31$3,903,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$45,668
Total interest from all sources2010-12-31$29,972
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$60,474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
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$162,418
Participant contributions at end of year2010-12-31$648,797
Participant contributions at beginning of year2010-12-31$541,371
Participant contributions at end of year2010-12-31$9,810
Participant contributions at beginning of year2010-12-31$9,504
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$515,881
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,419,728
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,903,847
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$2,987,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,473,402
Interest on participant loans2010-12-31$29,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$656,409
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$760,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$760,890
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$283,181
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
Contributions received in cash from employer2010-12-31$188,441
Employer contributions (assets) at end of year2010-12-31$117,272
Employer contributions (assets) at beginning of year2010-12-31$118,680
Income. Dividends from common stock2010-12-31$60,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$162,125
Contract administrator fees2010-12-31$45,668
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2010-12-31560747981

Form 5500 Responses for RETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY

2020: RETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RETIREMENT SAVINGS PLAN OF WINSTON-SALEM TRANSIT AUTHORITY 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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