401k Plan data: TUCSON TRANSIT MANAGEMENT, LLC RETIREMENT PLAN FOR NON-BARGAINING EMPLOYEES plan

TUCSON TRANSIT MANAGEMENT, LLC RETIREMENT PLAN FOR NON-BARGAINING EMPLOYEES 401k Plan overview

Plan Name	TUCSON TRANSIT MANAGEMENT, LLC RETIREMENT PLAN FOR NON-BARGAINING EMPLOYEES
Plan identification number	001

TUCSON TRANSIT MANAGEMENT, LLC RETIREMENT PLAN FOR NON-BARGAINING EMPLOYEES Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

TUCSON TRANSIT MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name: TUCSON TRANSIT MANAGEMENT, LLC

Employer identification number (EIN): 822308943

NAIC Classification: 485110
NAIC Description: Urban Transit Systems

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TUCSON TRANSIT MANAGEMENT, LLC RETIREMENT PLAN FOR NON-BARGAINING EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01 M. PAUL TURNER 2022-11-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-07-01	M. PAUL TURNER	2022-11-08

Plan Statistics for TUCSON TRANSIT MANAGEMENT, LLC RETIREMENT PLAN FOR NON-BARGAINING EMPLOYEES

401k plan membership statisitcs for TUCSON TRANSIT MANAGEMENT, LLC RETIREMENT PLAN FOR NON-BARGAINING EMPLOYEES

Measure Date Value
2022: TUCSON TRANSIT MANAGEMENT, LLC RETIREMENT PLAN FOR NON-BARGAINING EMPLOYEES 2022 401k membership
Market value of plan assets 2022-06-30 57,153
Acturial value of plan assets 2022-06-30 57,153
Funding target for retired participants and beneficiaries receiving payment 2022-06-30 0
Number of terminated vested participants 2022-06-30 0
Fundng target for terminated vested participants 2022-06-30 0
Active participant vested funding target 2022-06-30 57,153
Number of active participants 2022-06-30 3
Total funding liabilities for active participants 2022-06-30 57,153
Total participant count 2022-06-30 3
Total funding target for all participants 2022-06-30 57,153
Balance at beginning of prior year after applicable adjustments 2022-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-06-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-06-30 0
Prefunding balanced used to offset prior years funding requirement 2022-06-30 0
Amount remaining of carryover balance 2022-06-30 0
Amount remaining of prefunding balance 2022-06-30 0
Present value of excess contributions 2022-06-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-06-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-06-30 0
Reductions in caryover balances due to elections or deemed elections 2022-06-30 0
Reductions in prefunding balances due to elections or deemed elections 2022-06-30 0
Balance of carryovers at beginning of current year 2022-06-30 0
Balance of prefunding at beginning of current year 2022-06-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-06-30 0
Contributions made to avoid restrictions adjusted to valuation date 2022-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-06-30 0
Unpaid minimum required contributions for all prior years 2022-06-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-06-30 0
Remaining amount of unpaid minimum required contributions 2022-06-30 0
Minimum required contributions for current year target normal cost 2022-06-30 0
Net shortfall amortization installment of oustanding balance 2022-06-30 0
Waiver amortization installment 2022-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2022-06-30 0
Carryover balance elected to use to offset funding requirement 2022-06-30 0
Prefunding balance elected to use to offset funding requirement 2022-06-30 0
Additional cash requirement 2022-06-30 0
Contributions allocatedtoward minimum required contributions for current year 2022-06-30 0
Unpaid minimum required contributions for current year 2022-06-30 0
Unpaid minimum required contributions for all years 2022-06-30 0
2021: TUCSON TRANSIT MANAGEMENT, LLC RETIREMENT PLAN FOR NON-BARGAINING EMPLOYEES 2021 401k membership
Total participants, beginning-of-year 2021-07-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 3
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 0
Total of all active and inactive participants 2021-07-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0

Measure	Date	Value
2022: TUCSON TRANSIT MANAGEMENT, LLC RETIREMENT PLAN FOR NON-BARGAINING EMPLOYEES 2022 401k membership
Market value of plan assets	2022-06-30	57,153
Acturial value of plan assets	2022-06-30	57,153
Funding target for retired participants and beneficiaries receiving payment	2022-06-30	0
Number of terminated vested participants	2022-06-30	0
Fundng target for terminated vested participants	2022-06-30	0
Active participant vested funding target	2022-06-30	57,153
Number of active participants	2022-06-30	3
Total funding liabilities for active participants	2022-06-30	57,153
Total participant count	2022-06-30	3
Total funding target for all participants	2022-06-30	57,153
Balance at beginning of prior year after applicable adjustments	2022-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-06-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-06-30	0
Prefunding balanced used to offset prior years funding requirement	2022-06-30	0
Amount remaining of carryover balance	2022-06-30	0
Amount remaining of prefunding balance	2022-06-30	0
Present value of excess contributions	2022-06-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-06-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-06-30	0
Reductions in caryover balances due to elections or deemed elections	2022-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2022-06-30	0
Balance of carryovers at beginning of current year	2022-06-30	0
Balance of prefunding at beginning of current year	2022-06-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2022-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-06-30	0
Unpaid minimum required contributions for all prior years	2022-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-06-30	0
Remaining amount of unpaid minimum required contributions	2022-06-30	0
Minimum required contributions for current year target normal cost	2022-06-30	0
Net shortfall amortization installment of oustanding balance	2022-06-30	0
Waiver amortization installment	2022-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2022-06-30	0
Carryover balance elected to use to offset funding requirement	2022-06-30	0
Prefunding balance elected to use to offset funding requirement	2022-06-30	0
Additional cash requirement	2022-06-30	0
Contributions allocatedtoward minimum required contributions for current year	2022-06-30	0
Unpaid minimum required contributions for current year	2022-06-30	0
Unpaid minimum required contributions for all years	2022-06-30	0
2021: TUCSON TRANSIT MANAGEMENT, LLC RETIREMENT PLAN FOR NON-BARGAINING EMPLOYEES 2021 401k membership
Total participants, beginning-of-year	2021-07-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	3
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	0
Total of all active and inactive participants	2021-07-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0

Financial Data on TUCSON TRANSIT MANAGEMENT, LLC RETIREMENT PLAN FOR NON-BARGAINING EMPLOYEES

Measure	Date	Value
2022 : TUCSON TRANSIT MANAGEMENT, LLC RETIREMENT PLAN FOR NON-BARGAINING EMPLOYEES 2022 401k financial data
Total income from all sources	2022-06-30	$0
Expenses. Total of all expenses incurred	2022-06-30	$0
Net income (gross income less expenses)	2022-06-30	$0
Net plan assets at end of year (total assets less liabilities)	2022-06-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2022-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-06-30	$0

Form 5500 Responses for TUCSON TRANSIT MANAGEMENT, LLC RETIREMENT PLAN FOR NON-BARGAINING EMPLOYEES

2021: TUCSON TRANSIT MANAGEMENT, LLC RETIREMENT PLAN FOR NON-BARGAINING EMPLOYEES 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )

Policy contract number

0314330

Policy instance

Insurance contract or identification number	0314330
Number of Individuals Covered	3
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
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	0
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

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Company Name:	TUCSON TRANSIT MANAGEMENT, LLC
Employer identification number (EIN):	822308943
NAIC Classification:	485110
NAIC Description:	Urban Transit Systems