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KETTERING TRANSPORTATION SERVICES 401(K) PLAN 401k Plan overview

Plan NameKETTERING TRANSPORTATION SERVICES 401(K) PLAN
Plan identification number 001

KETTERING TRANSPORTATION 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.
  • 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

KETTERING TRANSPORTATION SERVICES has sponsored the creation of one or more 401k plans.

Company Name:KETTERING TRANSPORTATION SERVICES
Employer identification number (EIN):842869764
NAIC Classification:485990

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KETTERING TRANSPORTATION SERVICES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01PEGGY L. SMITH2023-10-24 PEGGY L. SMITH2023-10-24
0012021-01-01PEGGY L. SMITH2022-09-29 PEGGY L. SMITH2022-09-29
0012020-01-01STEVEN CHAVEZ2021-08-02 STEVEN CHAVEZ2021-08-02
0012020-01-01PEGGY L SMITH2022-02-08 PEGGY L SMITH2022-02-08

Plan Statistics for KETTERING TRANSPORTATION SERVICES 401(K) PLAN

401k plan membership statisitcs for KETTERING TRANSPORTATION SERVICES 401(K) PLAN

Measure Date Value
2022: KETTERING TRANSPORTATION SERVICES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01312
Total number of active participants reported on line 7a of the Form 55002022-01-01259
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0160
Total of all active and inactive participants2022-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01319
Number of participants with account balances2022-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: KETTERING TRANSPORTATION SERVICES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01269
Total number of active participants reported on line 7a of the Form 55002021-01-01226
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0152
Total of all active and inactive participants2021-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01278
Number of participants with account balances2021-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: KETTERING TRANSPORTATION SERVICES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01282
Total number of active participants reported on line 7a of the Form 55002020-01-01192
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0151
Total of all active and inactive participants2020-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01243
Number of participants with account balances2020-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014

Financial Data on KETTERING TRANSPORTATION SERVICES 401(K) PLAN

Measure Date Value
2022 : KETTERING TRANSPORTATION SERVICES 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$277,867
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$61,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$45,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$418,458
Value of total assets at end of year2022-12-31$924,271
Value of total assets at beginning of year2022-12-31$707,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$16,012
Total interest from all sources2022-12-31$0
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 year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$100,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$192,141
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$4,865
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$115,154
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$16,012
Total non interest bearing cash at end of year2022-12-31$1,649
Total non interest bearing cash at beginning of year2022-12-31$2,674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$216,669
Value of net assets at end of year (total assets less liabilities)2022-12-31$924,271
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$707,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$922,622
Value of interest in pooled separate accounts at beginning of year2022-12-31$697,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-140,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$111,163
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$2,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$45,186
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2022-12-31310800053
2021 : KETTERING TRANSPORTATION SERVICES 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$260,708
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$160,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$145,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$165,441
Value of total assets at end of year2021-12-31$707,602
Value of total assets at beginning of year2021-12-31$607,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$14,391
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31No
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$108,280
Participant contributions at end of year2021-12-31$4,865
Participant contributions at beginning of year2021-12-31$4,316
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$1,300
Total non interest bearing cash at end of year2021-12-31$2,674
Total non interest bearing cash at beginning of year2021-12-31$6,269
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$100,401
Value of net assets at end of year (total assets less liabilities)2021-12-31$707,602
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$607,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$3,308
Value of interest in pooled separate accounts at end of year2021-12-31$697,357
Value of interest in pooled separate accounts at beginning of year2021-12-31$549,406
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$95,267
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$57,161
Employer contributions (assets) at end of year2021-12-31$2,706
Employer contributions (assets) at beginning of year2021-12-31$47,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$145,916
Contract administrator fees2021-12-31$9,783
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2021-12-31310800053
2020 : KETTERING TRANSPORTATION SERVICES 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$246,057
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$64,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$64,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$177,051
Value of total assets at end of year2020-12-31$608,141
Value of total assets at beginning of year2020-12-31$426,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$100,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$90,013
Participant contributions at end of year2020-12-31$4,277
Participant contributions at beginning of year2020-12-31$2,445
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$30,466
Administrative expenses (other) incurred2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$6,269
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$181,806
Value of net assets at end of year (total assets less liabilities)2020-12-31$608,141
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$426,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$2,218
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$555,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$382,835
Value of interest in pooled separate accounts at end of year2020-12-31$549,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$69,006
Net investment gain/loss from pooled separate accounts2020-12-31$79,275
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$56,572
Employer contributions (assets) at end of year2020-12-31$48,188
Employer contributions (assets) at beginning of year2020-12-31$41,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$64,251
Contract administrator fees2020-12-31$8,052
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BENNETT, GROEBER, MULLEN & FELTNER
Accountancy firm EIN2020-12-31341601163

Form 5500 Responses for KETTERING TRANSPORTATION SERVICES 401(K) PLAN

2022: KETTERING TRANSPORTATION SERVICES 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KETTERING TRANSPORTATION SERVICES 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KETTERING TRANSPORTATION SERVICES 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number127150
Policy instance 1
Insurance contract or identification number127150
Number of Individuals Covered119
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $550
Total amount of fees paid to insurance companyUSD $379
Commission paid to Insurance BrokerUSD $550
Amount paid for insurance broker fees379
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number127150
Policy instance 1
Insurance contract or identification number127150
Number of Individuals Covered105
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $313
Total amount of fees paid to insurance companyUSD $1,300
Commission paid to Insurance BrokerUSD $313
Amount paid for insurance broker fees1300
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number127150
Policy instance 1
Insurance contract or identification number127150
Number of Individuals Covered90
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $206
Total amount of fees paid to insurance companyUSD $875
Commission paid to Insurance BrokerUSD $206
Amount paid for insurance broker fees875
Insurance broker organization code?5

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