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SPECIAL EVENT 401(K) 401k Plan overview

Plan NameSPECIAL EVENT 401(K)
Plan identification number 001

SPECIAL EVENT 401(K) Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SPECIAL EVENT TRANSPORTATION has sponsored the creation of one or more 401k plans.

Company Name:SPECIAL EVENT TRANSPORTATION
Employer identification number (EIN):561974279
NAIC Classification:485320
NAIC Description:Limousine Service

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPECIAL EVENT 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01THOMAS MORIARTY2024-06-24
0012022-01-01THOMAS MORIARTY2023-04-17
0012021-01-01THOMAS MORIARTY2022-03-28
0012020-01-01
0012020-01-01
0012019-01-01

Financial Data on SPECIAL EVENT 401(K)

Measure Date Value
2025 : SPECIAL EVENT 401(K) 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-03-1038156
Total expenses incurred by plan in this plan year2025-07-0340
Net assets as of the end of the plan year2025-07-030
Total assets as of the beginning of the plan year2025-07-03993207
Value of plan covered by a fidelity bond2025-07-03250000
Other income to plan in this plan year2025-07-0344989
Plan net income in this plan year2025-07-0344949
Net assets as of the end of the plan year2025-07-030
Net assets as of the beginning of the plan year2025-07-03993207
Fees paid to broker by Benefit Provider2025-07-03414
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-0340
Total expenses incurred by plan in this plan year2025-04-28180794
Net assets as of the end of the plan year2025-04-28993207
Total assets as of the beginning of the plan year2025-04-28812680
Value of plan covered by a fidelity bond2025-04-28250000
Participant contributions to plan in this plan year2025-04-28146279
Other contributions to plan in this plan year2025-04-2815490
Other income to plan in this plan year2025-04-28142663
Plan net income in this plan year2025-04-28180527
Net assets as of the end of the plan year2025-04-28993207
Net assets as of the beginning of the plan year2025-04-28812680
Value of contributions failed to transmitted timely2025-04-284560
Employer contributions to plan in this plan year2025-04-2856889
Fees paid to broker by Benefit Provider2025-04-284627
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-284355
2024 : SPECIAL EVENT 401(K) 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-24135771
Net assets as of the end of the plan year2024-06-24812680
Total assets as of the beginning of the plan year2024-06-24636793
Value of plan covered by a fidelity bond2024-06-24250000
Participant contributions to plan in this plan year2024-06-24112628
Other contributions to plan in this plan year2024-06-24939
Other income to plan in this plan year2024-06-24142512
Plan net income in this plan year2024-06-24175887
Net assets as of the end of the plan year2024-06-24812680
Net assets as of the beginning of the plan year2024-06-24636793
Value of contributions failed to transmitted timely2024-06-2410441
Employer contributions to plan in this plan year2024-06-2455579
Fees paid to broker by Benefit Provider2024-06-243476
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-241510
2020 : SPECIAL EVENT 401(K) 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$1,853,420
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,176
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$11,602
Total income from all sources (including contributions)2020-12-31$652,376
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$81,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$76,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$279,726
Value of total assets at end of year2020-12-31$534,624
Value of total assets at beginning of year2020-12-31$1,828,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,517
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$250,000
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$166,297
Participant contributions at end of year2020-12-31$152
Participant contributions at beginning of year2020-12-31$14,277
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$26,305
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$38
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$8,911
Liabilities. Value of operating payables at end of year2020-12-31$1,176
Liabilities. Value of operating payables at beginning of year2020-12-31$2,691
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$570,392
Value of net assets at end of year (total assets less liabilities)2020-12-31$533,448
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,816,476
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
Investment advisory and management fees2020-12-31$5,517
Value of interest in pooled separate accounts at end of year2020-12-31$526,761
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,807,157
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,620
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,622
Net investment gain/loss from pooled separate accounts2020-12-31$372,650
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$87,124
Employer contributions (assets) at end of year2020-12-31$91
Employer contributions (assets) at beginning of year2020-12-31$22
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$76,429
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 name2020-12-31SHARRARD, MCGEE & CO., P.A.
Accountancy firm EIN2020-12-31561146197
2019 : SPECIAL EVENT 401(K) 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$11,602
Total income from all sources (including contributions)2019-12-31$1,818,859
Total of all expenses incurred2019-12-31$2,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,658,810
Value of total assets at end of year2019-12-31$1,828,078
Value of total assets at beginning of year2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31No
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$259,414
Participant contributions at end of year2019-12-31$14,277
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,286,409
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$8,911
Liabilities. Value of operating payables at end of year2019-12-31$2,691
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,816,476
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,816,476
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$0
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$1,807,157
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,622
Net investment gain/loss from pooled separate accounts2019-12-31$160,049
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
Contributions received in cash from employer2019-12-31$112,987
Employer contributions (assets) at end of year2019-12-31$22
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,882
Contract administrator fees2019-12-31$501
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 name2019-12-31SHARRARD, MCGEE & CO., P.A.
Accountancy firm EIN2019-12-31561146197

Form 5500 Responses for SPECIAL EVENT 401(K)

2020: SPECIAL EVENT 401(K) 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: SPECIAL EVENT 401(K) 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01First time form 5500 has been submittedYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81A695
Policy instance 1

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