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AVEDA TRANSPORTATION AND ENERGY SERVICES 401(K) PLAN 401k Plan overview

Plan NameAVEDA TRANSPORTATION AND ENERGY SERVICES 401(K) PLAN
Plan identification number 001

AVEDA TRANSPORTATION AND ENERGY SERVICES 401(K) PLAN Benefits

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

401k Sponsoring company profile

RODAN TRANSPORT USA LTD DBA AVED has sponsored the creation of one or more 401k plans.

Company Name:RODAN TRANSPORT USA LTD DBA AVED
Employer identification number (EIN):743153858
NAIC Classification:484110
NAIC Description:General Freight Trucking, Local

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AVEDA TRANSPORTATION AND ENERGY SERVICES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01JARED BROWN2019-10-15
0012018-01-01JARED BROWN2019-09-29
0012017-01-01
0012016-01-01LINDA CLARK LINDA CLARK2017-12-12
0012016-01-01
0012016-01-01
0012016-01-01
0012015-01-01SHARON WINTER
0012014-01-01VICTORIA COOK2015-07-28
0012014-01-01VICTORIA COOK2015-07-16

Plan Statistics for AVEDA TRANSPORTATION AND ENERGY SERVICES 401(K) PLAN

401k plan membership statisitcs for AVEDA TRANSPORTATION AND ENERGY SERVICES 401(K) PLAN

Measure Date Value
2019: AVEDA TRANSPORTATION AND ENERGY SERVICES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01510
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AVEDA TRANSPORTATION AND ENERGY SERVICES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01488
Total number of active participants reported on line 7a of the Form 55002018-01-01510
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01510
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AVEDA TRANSPORTATION AND ENERGY SERVICES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01407
Total number of active participants reported on line 7a of the Form 55002017-01-01396
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0155
Total of all active and inactive participants2017-01-01451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01451
Number of participants with account balances2017-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AVEDA TRANSPORTATION AND ENERGY SERVICES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01339
Total number of active participants reported on line 7a of the Form 55002016-01-01293
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0191
Total of all active and inactive participants2016-01-01384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01384
Number of participants with account balances2016-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AVEDA TRANSPORTATION AND ENERGY SERVICES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01161
Total number of active participants reported on line 7a of the Form 55002015-01-01161
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0177
Total of all active and inactive participants2015-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01238
Number of participants with account balances2015-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on AVEDA TRANSPORTATION AND ENERGY SERVICES 401(K) PLAN

Measure Date Value
2019 : AVEDA TRANSPORTATION AND ENERGY SERVICES 401(K) PLAN 2019 401k financial data
Total transfer of assets from this plan2019-01-01$1,472,533
Value of total assets at end of year2019-01-01$0
Value of total assets at beginning of year2019-01-01$1,472,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-01-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-01-01$0
Was this plan covered by a fidelity bond2019-01-01Yes
Value of fidelity bond cover2019-01-01$147,253
If this is an individual account plan, was there a blackout period2019-01-01No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-01-01$0
Were there any nonexempt tranactions with any party-in-interest2019-01-01No
Participant contributions at end of year2019-01-01$0
Participant contributions at beginning of year2019-01-01$74,841
Total non interest bearing cash at end of year2019-01-01$0
Total non interest bearing cash at beginning of year2019-01-01$6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-01-01No
Value of net assets at end of year (total assets less liabilities)2019-01-01$0
Value of net assets at beginning of year (total assets less liabilities)2019-01-01$1,472,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2019-01-01No
Were any leases to which the plan was party in default or uncollectible2019-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-01-01$1,379,972
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-01-01$17,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-01-01No
Was there a failure to transmit to the plan any participant contributions2019-01-01No
Has the plan failed to provide any benefit when due under the plan2019-01-01No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-01-01No
Did the plan have assets held for investment2019-01-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-01-01Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-01-01Yes
Opinion of an independent qualified public accountant for this plan2019-01-01Disclaimer
Accountancy firm name2019-01-01BELFINT, LYONS & SHUMAN, P.A.
Accountancy firm EIN2019-01-01510232399
2018 : AVEDA TRANSPORTATION AND ENERGY SERVICES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$976,735
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$310,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$264,945
Value of total corrective distributions2018-12-31$9,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,072,756
Value of total assets at end of year2018-12-31$1,472,533
Value of total assets at beginning of year2018-12-31$806,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$35,599
Total interest from all sources2018-12-31$4,291
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$39,296
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$39,296
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$51,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
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$1,041,419
Participant contributions at end of year2018-12-31$74,841
Participant contributions at beginning of year2018-12-31$55,829
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$31,337
Total non interest bearing cash at end of year2018-12-31$6
Total non interest bearing cash at beginning of year2018-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$666,308
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,472,533
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$806,225
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$1,379,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$736,863
Interest on participant loans2018-12-31$3,893
Interest earned on other investments2018-12-31$398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$17,714
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$13,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-139,608
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$264,945
Contract administrator fees2018-12-31$35,599
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31BELFINT, LYONS & SHUMAN P.A.
Accountancy firm EIN2018-12-31510232399
2017 : AVEDA TRANSPORTATION AND ENERGY SERVICES 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$0
Total income from all sources (including contributions)2017-12-31$704,102
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$281,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$268,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$624,711
Value of total assets at end of year2017-12-31$806,225
Value of total assets at beginning of year2017-12-31$383,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,536
Total interest from all sources2017-12-31$1,079
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$325
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$325
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$51,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
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$558,110
Participant contributions at end of year2017-12-31$55,829
Participant contributions at beginning of year2017-12-31$22,177
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$66,601
Total non interest bearing cash at end of year2017-12-31$2
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$422,623
Value of net assets at end of year (total assets less liabilities)2017-12-31$806,225
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$383,602
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$736,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$356,523
Interest on participant loans2017-12-31$954
Interest earned on other investments2017-12-31$125
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$4,902
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$13,531
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$77,812
Net investment gain or loss from common/collective trusts2017-12-31$175
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$268,943
Contract administrator fees2017-12-31$12,536
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31BELFINT, LYONS & SHUMAN P.A.
Accountancy firm EIN2017-12-31510232399
2016 : AVEDA TRANSPORTATION AND ENERGY SERVICES 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
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$172,714
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$294,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$289,752
Expenses. Certain deemed distributions of participant loans2016-12-31$2,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$154,379
Value of total assets at end of year2016-12-31$383,602
Value of total assets at beginning of year2016-12-31$505,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,400
Total interest from all sources2016-12-31$1,454
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$11,102
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$11,102
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$51,000
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$154,379
Participant contributions at end of year2016-12-31$22,177
Participant contributions at beginning of year2016-12-31$24,326
Administrative expenses (other) incurred2016-12-31$2,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-121,643
Value of net assets at end of year (total assets less liabilities)2016-12-31$383,602
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$505,245
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$356,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$479,533
Interest on participant loans2016-12-31$1,454
Value of interest in common/collective trusts at end of year2016-12-31$4,902
Value of interest in common/collective trusts at beginning of year2016-12-31$1,386
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,597
Net investment gain or loss from common/collective trusts2016-12-31$182
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$289,752
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 name2016-12-31BELFINT, LYONS, AND SHUMAN, P.A.
Accountancy firm EIN2016-12-31510232399
2015 : AVEDA TRANSPORTATION AND ENERGY SERVICES 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
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$354,022
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$180,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$172,861
Expenses. Certain deemed distributions of participant loans2015-12-31$4,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$366,164
Value of total assets at end of year2015-12-31$505,245
Value of total assets at beginning of year2015-12-31$332,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,875
Total interest from all sources2015-12-31$708
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$30,610
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$30,610
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$34,000
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$320,882
Participant contributions at end of year2015-12-31$24,326
Participant contributions at beginning of year2015-12-31$1,980
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$45,282
Administrative expenses (other) incurred2015-12-31$3,875
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$173,105
Value of net assets at end of year (total assets less liabilities)2015-12-31$505,245
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$332,140
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$479,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$323,461
Interest on participant loans2015-12-31$708
Value of interest in common/collective trusts at end of year2015-12-31$1,386
Value of interest in common/collective trusts at beginning of year2015-12-31$6,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-43,747
Net investment gain or loss from common/collective trusts2015-12-31$287
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$172,861
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 name2015-12-31BELFINT, LYONS, AND SHUMAN, P.A.
Accountancy firm EIN2015-12-31510232399

Form 5500 Responses for AVEDA TRANSPORTATION AND ENERGY SERVICES 401(K) PLAN

2019: AVEDA TRANSPORTATION AND ENERGY SERVICES 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: AVEDA TRANSPORTATION AND ENERGY SERVICES 401(K) 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: AVEDA TRANSPORTATION AND ENERGY SERVICES 401(K) 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: AVEDA TRANSPORTATION AND ENERGY SERVICES 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AVEDA TRANSPORTATION AND ENERGY SERVICES 401(K) 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811440
Policy instance 1
Insurance contract or identification number811440
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-01-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811440
Policy instance 1
Insurance contract or identification number811440
Number of Individuals Covered510
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811440
Policy instance 1
Insurance contract or identification number811440
Number of Individuals Covered451
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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