401k Plan data: MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST plan

MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 401k Plan overview

Plan Name	MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Plan identification number	003

MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
Profit-sharing
Stock bonus
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

RATP DEV NORTH AMERICA has sponsored the creation of one or more 401k plans.

Company Name: RATP DEV NORTH AMERICA

Employer identification number (EIN): 751626932

NAIC Classification: 485210
NAIC Description: Interurban and Rural Bus Transportation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 JACQUELINE CARNEY 2023-10-11 DEBRA MARTINEZ 2023-10-11
003 2017-07-01 BRENDA RHODEN 2019-09-03
003 2016-07-01
003 2015-07-01 CHARLES WHITE
003 2014-07-01 ROBERT BABBITT
003 2013-07-01 ROBERT BABBITT
003 2012-07-01 ROBERT BABBITT
003 2011-07-01 ROBERT BABBITT
003 2010-07-01 ROBERT BABBITT
003 2009-07-01 ROBERT BABBITT ROBERT BABBITT 2011-07-22
003 2009-07-01 ROBERT BABBITT ROBERT BABBITT 2011-04-15
003 2007-07-01 ROBERT BABBITT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01	JACQUELINE CARNEY	2023-10-11	DEBRA MARTINEZ	2023-10-11
003	2017-07-01	BRENDA RHODEN	2019-09-03
003	2016-07-01
003	2015-07-01	CHARLES WHITE
003	2014-07-01	ROBERT BABBITT
003	2013-07-01	ROBERT BABBITT
003	2012-07-01	ROBERT BABBITT
003	2011-07-01	ROBERT BABBITT
003	2010-07-01	ROBERT BABBITT
003	2009-07-01	ROBERT BABBITT		ROBERT BABBITT	2011-07-22
003	2009-07-01	ROBERT BABBITT		ROBERT BABBITT	2011-04-15
003	2007-07-01	ROBERT BABBITT

Plan Statistics for MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

401k plan membership statisitcs for MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure Date Value
2022: MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k membership
Market value of plan assets 2022-12-31 18,598,600
Acturial value of plan assets 2022-12-31 18,598,600
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 5,034,929
Number of terminated vested participants 2022-12-31 202
Fundng target for terminated vested participants 2022-12-31 2,099,081
Active participant vested funding target 2022-12-31 7,747,334
Number of active participants 2022-12-31 220
Total funding liabilities for active participants 2022-12-31 8,103,992
Total participant count 2022-12-31 508
Total funding target for all participants 2022-12-31 15,238,002
Balance at beginning of prior year after applicable adjustments 2022-12-31 35,007
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 35,007
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 813,652
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 859,786
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 38,991
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 808,950
Total employee contributions 2022-12-31 808,950
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 786,254
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 243,308
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 786,254
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total participants, beginning-of-year 2022-01-01 508
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 231
Number of retired or separated participants receiving benefits 2022-01-01 76
Number of other retired or separated participants entitled to future benefits 2022-01-01 188
Total of all active and inactive participants 2022-01-01 495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 15
Total participants 2022-01-01 510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2017: MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-07-01 3,818
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 2,727
Number of retired or separated participants receiving benefits 2017-07-01 21
Number of other retired or separated participants entitled to future benefits 2017-07-01 326
Total of all active and inactive participants 2017-07-01 3,074
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 2
Total participants 2017-07-01 3,076
Number of participants with account balances 2017-07-01 1,071
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-07-01 3,413
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 2,691
Number of retired or separated participants receiving benefits 2016-07-01 73
Number of other retired or separated participants entitled to future benefits 2016-07-01 329
Total of all active and inactive participants 2016-07-01 3,093
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 2
Total participants 2016-07-01 3,095
Number of participants with account balances 2016-07-01 1,243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-07-01 3,405
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 2,696
Number of retired or separated participants receiving benefits 2015-07-01 56
Number of other retired or separated participants entitled to future benefits 2015-07-01 310
Total of all active and inactive participants 2015-07-01 3,062
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 1
Total participants 2015-07-01 3,063
Number of participants with account balances 2015-07-01 1,344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-07-01 3,552
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 2,949
Number of retired or separated participants receiving benefits 2014-07-01 40
Number of other retired or separated participants entitled to future benefits 2014-07-01 304
Total of all active and inactive participants 2014-07-01 3,293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 2
Total participants 2014-07-01 3,295
Number of participants with account balances 2014-07-01 1,065
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-07-01 2,637
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 2,101
Number of retired or separated participants receiving benefits 2013-07-01 8
Number of other retired or separated participants entitled to future benefits 2013-07-01 344
Total of all active and inactive participants 2013-07-01 2,453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 1
Total participants 2013-07-01 2,454
Number of participants with account balances 2013-07-01 1,124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-07-01 1,206
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 762
Number of retired or separated participants receiving benefits 2012-07-01 32
Number of other retired or separated participants entitled to future benefits 2012-07-01 313
Total of all active and inactive participants 2012-07-01 1,107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 2
Total participants 2012-07-01 1,109
Number of participants with account balances 2012-07-01 1,109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-07-01 1,239
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 655
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 376
Total of all active and inactive participants 2011-07-01 1,031
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 2
Total participants 2011-07-01 1,033
Number of participants with account balances 2011-07-01 1,026
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-07-01 1,027
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 844
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 355
Total of all active and inactive participants 2010-07-01 1,199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 3
Total participants 2010-07-01 1,202
Number of participants with account balances 2010-07-01 1,171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 88
2009: MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-07-01 1,079
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 723
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 302
Total of all active and inactive participants 2009-07-01 1,025
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 2
Total participants 2009-07-01 1,027
Number of participants with account balances 2009-07-01 1,023
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 25
2007: MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2007 401k membership
Total participants, beginning-of-year 2007-07-01 998
Total number of active participants reported on line 7a of the Form 5500 2007-07-01 623
Number of retired or separated participants receiving benefits 2007-07-01 0
Number of other retired or separated participants entitled to future benefits 2007-07-01 252
Total of all active and inactive participants 2007-07-01 875
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-07-01 1
Total participants 2007-07-01 876
Number of participants with account balances 2007-07-01 871
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-07-01 70

Measure	Date	Value
2022: MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k membership
Market value of plan assets	2022-12-31	18,598,600
Acturial value of plan assets	2022-12-31	18,598,600
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	5,034,929
Number of terminated vested participants	2022-12-31	202
Fundng target for terminated vested participants	2022-12-31	2,099,081
Active participant vested funding target	2022-12-31	7,747,334
Number of active participants	2022-12-31	220
Total funding liabilities for active participants	2022-12-31	8,103,992
Total participant count	2022-12-31	508
Total funding target for all participants	2022-12-31	15,238,002
Balance at beginning of prior year after applicable adjustments	2022-12-31	35,007
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	35,007
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	813,652
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	859,786
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	38,991
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	808,950
Total employee contributions	2022-12-31	808,950
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	786,254
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	243,308
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	786,254
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total participants, beginning-of-year	2022-01-01	508
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	231
Number of retired or separated participants receiving benefits	2022-01-01	76
Number of other retired or separated participants entitled to future benefits	2022-01-01	188
Total of all active and inactive participants	2022-01-01	495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	15
Total participants	2022-01-01	510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2017: MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-07-01	3,818
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	2,727
Number of retired or separated participants receiving benefits	2017-07-01	21
Number of other retired or separated participants entitled to future benefits	2017-07-01	326
Total of all active and inactive participants	2017-07-01	3,074
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	2
Total participants	2017-07-01	3,076
Number of participants with account balances	2017-07-01	1,071
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-07-01	3,413
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	2,691
Number of retired or separated participants receiving benefits	2016-07-01	73
Number of other retired or separated participants entitled to future benefits	2016-07-01	329
Total of all active and inactive participants	2016-07-01	3,093
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	2
Total participants	2016-07-01	3,095
Number of participants with account balances	2016-07-01	1,243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-07-01	3,405
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	2,696
Number of retired or separated participants receiving benefits	2015-07-01	56
Number of other retired or separated participants entitled to future benefits	2015-07-01	310
Total of all active and inactive participants	2015-07-01	3,062
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	1
Total participants	2015-07-01	3,063
Number of participants with account balances	2015-07-01	1,344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-07-01	3,552
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	2,949
Number of retired or separated participants receiving benefits	2014-07-01	40
Number of other retired or separated participants entitled to future benefits	2014-07-01	304
Total of all active and inactive participants	2014-07-01	3,293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	2
Total participants	2014-07-01	3,295
Number of participants with account balances	2014-07-01	1,065
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-07-01	2,637
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	2,101
Number of retired or separated participants receiving benefits	2013-07-01	8
Number of other retired or separated participants entitled to future benefits	2013-07-01	344
Total of all active and inactive participants	2013-07-01	2,453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	1
Total participants	2013-07-01	2,454
Number of participants with account balances	2013-07-01	1,124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-07-01	1,206
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	762
Number of retired or separated participants receiving benefits	2012-07-01	32
Number of other retired or separated participants entitled to future benefits	2012-07-01	313
Total of all active and inactive participants	2012-07-01	1,107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	2
Total participants	2012-07-01	1,109
Number of participants with account balances	2012-07-01	1,109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-07-01	1,239
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	655
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	376
Total of all active and inactive participants	2011-07-01	1,031
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	2
Total participants	2011-07-01	1,033
Number of participants with account balances	2011-07-01	1,026
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-07-01	1,027
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	844
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	355
Total of all active and inactive participants	2010-07-01	1,199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	3
Total participants	2010-07-01	1,202
Number of participants with account balances	2010-07-01	1,171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	88
2009: MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-07-01	1,079
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	723
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	302
Total of all active and inactive participants	2009-07-01	1,025
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	2
Total participants	2009-07-01	1,027
Number of participants with account balances	2009-07-01	1,023
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	25
2007: MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2007 401k membership
Total participants, beginning-of-year	2007-07-01	998
Total number of active participants reported on line 7a of the Form 5500	2007-07-01	623
Number of retired or separated participants receiving benefits	2007-07-01	0
Number of other retired or separated participants entitled to future benefits	2007-07-01	252
Total of all active and inactive participants	2007-07-01	875
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-07-01	1
Total participants	2007-07-01	876
Number of participants with account balances	2007-07-01	871
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-07-01	70

Financial Data on MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure	Date	Value
2022 : MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-176,746
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,625,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,114,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,670,306
Value of total assets at end of year	2022-12-31	$16,823,528
Value of total assets at beginning of year	2022-12-31	$18,625,625
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$510,830
Total interest from all sources	2022-12-31	$95,210
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$15,000
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$835,153
Participant contributions at end of year	2022-12-31	$31,388
Participant contributions at beginning of year	2022-12-31	$30,511
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$79,388
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$26,984
Administrative expenses (other) incurred	2022-12-31	$495,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,802,097
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$16,823,528
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$18,625,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$10,800,926
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$11,994,493
Interest earned on other investments	2022-12-31	$95,210
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$5,880,438
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$6,543,126
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,942,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$835,153
Employer contributions (assets) at end of year	2022-12-31	$31,388
Employer contributions (assets) at beginning of year	2022-12-31	$30,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,114,521
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BATCHELOR, TILLERY & ROBERTS, LLP
Accountancy firm EIN	2022-12-31	561750124
2018 : MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-06-30	$230,466
Total unrealized appreciation/depreciation of assets	2018-06-30	$230,466
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$230,466
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$283,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$283,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$0
Value of total assets at end of year	2018-06-30	$2,663,166
Value of total assets at beginning of year	2018-06-30	$2,716,202
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$364
Total interest from all sources	2018-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Administrative expenses professional fees incurred	2018-06-30	$364
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$300,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-06-30	$2,682
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-06-30	$2,637
Total non interest bearing cash at beginning of year	2018-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$-53,036
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$2,663,166
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$2,716,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Assets. Invements in employer securities at end of year	2018-06-30	$2,660,484
Assets. Invements in employer securities at beginning of year	2018-06-30	$2,713,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$283,138
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	No
Opinion of an independent qualified public accountant for this plan	2018-06-30	Unqualified
Accountancy firm name	2018-06-30	PINEIDER, FORD & ASSOCITES, PPLC
Accountancy firm EIN	2018-06-30	752052981
2017 : MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-06-30	$257,291
Total unrealized appreciation/depreciation of assets	2017-06-30	$257,291
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$260,400
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$231,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$177,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$0
Value of total assets at end of year	2017-06-30	$2,716,202
Value of total assets at beginning of year	2017-06-30	$2,686,815
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$53,802
Total interest from all sources	2017-06-30	$157
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$2,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Administrative expenses professional fees incurred	2017-06-30	$53,802
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$300,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-06-30	$2,637
Other income not declared elsewhere	2017-06-30	$315
Total non interest bearing cash at end of year	2017-06-30	$0
Total non interest bearing cash at beginning of year	2017-06-30	$53,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$29,387
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$2,716,202
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$2,686,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Assets. Invements in employer securities at end of year	2017-06-30	$2,713,565
Assets. Invements in employer securities at beginning of year	2017-06-30	$2,633,170
Income. Dividends from common stock	2017-06-30	$2,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$177,211
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	No
Opinion of an independent qualified public accountant for this plan	2017-06-30	Unqualified
Accountancy firm name	2017-06-30	PINEIDER, FORD, & ASSOCIATES, PPLC
Accountancy firm EIN	2017-06-30	752052981
2016 : MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-06-30	$-214,298
Total unrealized appreciation/depreciation of assets	2016-06-30	$-214,298
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$-117,107
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$191,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$148,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$0
Value of total assets at end of year	2016-06-30	$2,686,815
Value of total assets at beginning of year	2016-06-30	$2,995,895
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$43,528
Total interest from all sources	2016-06-30	$80
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$96,587
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Administrative expenses professional fees incurred	2016-06-30	$43,528
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$300,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Other income not declared elsewhere	2016-06-30	$524
Total non interest bearing cash at end of year	2016-06-30	$53,645
Total non interest bearing cash at beginning of year	2016-06-30	$6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-309,080
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$2,686,815
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$2,995,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$80
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Assets. Invements in employer securities at end of year	2016-06-30	$2,633,170
Assets. Invements in employer securities at beginning of year	2016-06-30	$2,995,889
Income. Dividends from common stock	2016-06-30	$96,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$148,445
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	No
Opinion of an independent qualified public accountant for this plan	2016-06-30	Unqualified
Accountancy firm name	2016-06-30	PINEIDER, FORD, & ASSOCIATES, PPLC
Accountancy firm EIN	2016-06-30	752052981
2015 : MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-06-30	$547,636
Total unrealized appreciation/depreciation of assets	2015-06-30	$547,636
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$262
Total income from all sources (including contributions)	2015-06-30	$592,559
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$174,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$131,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$0
Value of total assets at end of year	2015-06-30	$2,995,895
Value of total assets at beginning of year	2015-06-30	$2,577,989
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$42,409
Total interest from all sources	2015-06-30	$15
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$33,878
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Administrative expenses professional fees incurred	2015-06-30	$42,409
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$300,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Other income not declared elsewhere	2015-06-30	$11,030
Total non interest bearing cash at end of year	2015-06-30	$6
Total non interest bearing cash at beginning of year	2015-06-30	$8,755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$418,168
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$2,995,895
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$2,577,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$15
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Assets. Invements in employer securities at end of year	2015-06-30	$2,995,889
Assets. Invements in employer securities at beginning of year	2015-06-30	$2,569,234
Income. Dividends from common stock	2015-06-30	$33,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$131,982
Liabilities. Value of benefit claims payable at beginning of year	2015-06-30	$262
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	No
Opinion of an independent qualified public accountant for this plan	2015-06-30	Unqualified
Accountancy firm name	2015-06-30	PINEIDER, FORD, & ASSOCIATES, PPLC
Accountancy firm EIN	2015-06-30	752052981
2014 : MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-06-30	$473,280
Total unrealized appreciation/depreciation of assets	2014-06-30	$473,280
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$262
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$966
Total income from all sources (including contributions)	2014-06-30	$473,295
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$153,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$128,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$0
Value of total assets at end of year	2014-06-30	$2,577,989
Value of total assets at beginning of year	2014-06-30	$2,258,403
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$24,800
Total interest from all sources	2014-06-30	$15
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Administrative expenses professional fees incurred	2014-06-30	$24,800
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$300,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Total non interest bearing cash at end of year	2014-06-30	$8,755
Total non interest bearing cash at beginning of year	2014-06-30	$36,092
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$320,290
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$2,577,727
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$2,257,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$15
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Assets. Invements in employer securities at end of year	2014-06-30	$2,569,234
Assets. Invements in employer securities at beginning of year	2014-06-30	$2,222,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$128,205
Liabilities. Value of benefit claims payable at end of year	2014-06-30	$262
Liabilities. Value of benefit claims payable at beginning of year	2014-06-30	$966
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	No
Opinion of an independent qualified public accountant for this plan	2014-06-30	Unqualified
Accountancy firm name	2014-06-30	PINEIDER, FORD & ASSOCIATES, PPLC
Accountancy firm EIN	2014-06-30	752052981
2013 : MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-06-30	$94,734
Total unrealized appreciation/depreciation of assets	2013-06-30	$94,734
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$966
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$94,808
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$139,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$136,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$0
Value of total assets at end of year	2013-06-30	$2,258,403
Value of total assets at beginning of year	2013-06-30	$2,301,772
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$2,204
Total interest from all sources	2013-06-30	$74
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$300,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Administrative expenses (other) incurred	2013-06-30	$2,204
Total non interest bearing cash at end of year	2013-06-30	$36,092
Total non interest bearing cash at beginning of year	2013-06-30	$53,456
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$-44,335
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$2,257,437
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$2,301,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-06-30	$74
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Assets. Invements in employer securities at end of year	2013-06-30	$2,222,311
Assets. Invements in employer securities at beginning of year	2013-06-30	$2,248,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$136,939
Liabilities. Value of benefit claims payable at end of year	2013-06-30	$966
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	No
Opinion of an independent qualified public accountant for this plan	2013-06-30	Unqualified
Accountancy firm name	2013-06-30	PINEIDER, FORD & ASSOCIATES, PPLC
Accountancy firm EIN	2013-06-30	752052981
2012 : MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-06-30	$419,178
Total unrealized appreciation/depreciation of assets	2012-06-30	$419,178
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$459,838
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$152,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$146,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$0
Value of total assets at end of year	2012-06-30	$2,301,772
Value of total assets at beginning of year	2012-06-30	$1,994,668
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$5,918
Total interest from all sources	2012-06-30	$113
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$40,547
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$300,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Administrative expenses (other) incurred	2012-06-30	$5,918
Total non interest bearing cash at end of year	2012-06-30	$53,456
Total non interest bearing cash at beginning of year	2012-06-30	$18,712
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$307,103
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$2,301,772
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$1,994,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-06-30	$113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Assets. Invements in employer securities at end of year	2012-06-30	$2,248,316
Assets. Invements in employer securities at beginning of year	2012-06-30	$1,975,956
Income. Dividends from common stock	2012-06-30	$40,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$146,817
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	No
Opinion of an independent qualified public accountant for this plan	2012-06-30	Unqualified
Accountancy firm name	2012-06-30	PINEIDER, FORD & ASSOCIATES, PPLC
Accountancy firm EIN	2012-06-30	752052981
2011 : MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-06-30	$-82,331
Total unrealized appreciation/depreciation of assets	2011-06-30	$-82,331
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$306,931
Expenses. Interest paid	2011-06-30	$23,248
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2011-06-30	$23,248
Total income from all sources (including contributions)	2011-06-30	$96,627
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$29,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$6,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$178,944
Value of total assets at end of year	2011-06-30	$1,994,668
Value of total assets at beginning of year	2011-06-30	$2,234,947
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$160
Total interest from all sources	2011-06-30	$14
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$300,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$6,567
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-06-30	$6,592
Administrative expenses (other) incurred	2011-06-30	$160
Total non interest bearing cash at end of year	2011-06-30	$18,712
Total non interest bearing cash at beginning of year	2011-06-30	$18,698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$66,652
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$1,994,668
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$1,928,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$14
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Assets. Invements in employer securities at end of year	2011-06-30	$1,975,956
Assets. Invements in employer securities at beginning of year	2011-06-30	$2,064,854
Contributions received in cash from employer	2011-06-30	$178,944
Employer contributions (assets) at beginning of year	2011-06-30	$151,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$6,567
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Liabilities. Value of acquisition indebtedness at beginning of year	2011-06-30	$300,339
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	No
Opinion of an independent qualified public accountant for this plan	2011-06-30	Unqualified
Accountancy firm name	2011-06-30	PINEIDER, FORD, & ASSOCIATES, PLLC
Accountancy firm EIN	2011-06-30	752052981
2010 : MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$21,259
2009 : MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2009-06-30	$7,857
Total unrealized appreciation/depreciation of assets	2009-06-30	$7,857
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2009-06-30	$943,155
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2009-06-30	$958,934
Expenses. Interest paid	2009-06-30	$22,768
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2009-06-30	$22,768
Total income from all sources (including contributions)	2009-06-30	$161,803
Total loss/gain on sale of assets	2009-06-30	$0
Total of all expenses incurred	2009-06-30	$30,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2009-06-30	$7,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2009-06-30	$153,946
Value of total assets at end of year	2009-06-30	$2,181,179
Value of total assets at beginning of year	2009-06-30	$2,065,559
Total of administrative expenses incurred including professional, contract, advisory and management fees	2009-06-30	$0
Total interest from all sources	2009-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2009-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2009-06-30	No
Was this plan covered by a fidelity bond	2009-06-30	Yes
Value of fidelity bond cover	2009-06-30	$300,000
If this is an individual account plan, was there a blackout period	2009-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2009-06-30	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2009-06-30	$6,752
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2009-06-30	$6,581
Total non interest bearing cash at end of year	2009-06-30	$18,698
Total non interest bearing cash at beginning of year	2009-06-30	$26,144
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2009-06-30	No
Value of net income/loss	2009-06-30	$131,399
Value of net assets at end of year (total assets less liabilities)	2009-06-30	$1,238,024
Value of net assets at beginning of year (total assets less liabilities)	2009-06-30	$1,106,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2009-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2009-06-30	No
Were any leases to which the plan was party in default or uncollectible	2009-06-30	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2009-06-30	No
Was there a failure to transmit to the plan any participant contributions	2009-06-30	No
Has the plan failed to provide any benefit when due under the plan	2009-06-30	No
Assets. Invements in employer securities at end of year	2009-06-30	$2,008,535
Assets. Invements in employer securities at beginning of year	2009-06-30	$1,962,442
Contributions received in cash from employer	2009-06-30	$153,946
Employer contributions (assets) at end of year	2009-06-30	$153,946
Employer contributions (assets) at beginning of year	2009-06-30	$76,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2009-06-30	$7,636
Did the plan have assets held for investment	2009-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2009-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2009-06-30	No
Liabilities. Value of acquisition indebtedness at end of year	2009-06-30	$936,403
Liabilities. Value of acquisition indebtedness at beginning of year	2009-06-30	$952,353
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2009-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2009-06-30	Disclaimer
Accountancy firm name	2009-06-30	GARY DUNLAP,CPA POBOX 933,KELLER,TX
Accountancy firm EIN	2009-06-30	752052981

Form 5500 Responses for MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

2022: MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2017: MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	Yes
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes
2007: MCDONALD TRANSIT ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2007 form 5500 responses
2007-07-01	Type of plan entity	Single employer plan
2007-07-01	Submission has been amended	Yes
2007-07-01	This submission is the final filing	No
2007-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-07-01	Plan is a collectively bargained plan	No
2007-07-01	Plan funding arrangement – Trust	Yes
2007-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

802635

Policy instance

Insurance contract or identification number	802635
Number of Individuals Covered	510
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $51,023
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $51,023
Insurance broker organization code?	3

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Company Name:	RATP DEV NORTH AMERICA
Employer identification number (EIN):	751626932
NAIC Classification:	485210
NAIC Description:	Interurban and Rural Bus Transportation