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BOONE TRANSPORTATION, INC. RETIREMENT PLAN 401k Plan overview

Plan NameBOONE TRANSPORTATION, INC. RETIREMENT PLAN
Plan identification number 002

BOONE TRANSPORTATION, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • 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

BOONE TRANSPORTATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:BOONE TRANSPORTATION, INC.
Employer identification number (EIN):850265591
NAIC Classification:485410
NAIC Description:School and Employee Bus Transportation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOONE TRANSPORTATION, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-09-01
0022020-09-01
0022019-09-01
0022018-09-01
0022017-09-01
0022016-09-01CRISTIE STUART CRISTIE STUART2018-06-13
0022015-09-01CRISTIE STUART CRISTIE STUART2017-03-27
0022014-09-01CRISTIE STUART CRISTIE STUART2016-06-02
0022013-09-01CRISTIE STUART CRISTIE STUART2015-03-20
0022012-09-01CRISTIE STUART CRISTIE STUART2014-03-26
0022011-09-01CRISTIE STUART CRISTIE STUART2013-03-25
0022009-09-01 CRISTIE STUART2011-03-18
0022009-09-01CRISTIE STUART

Plan Statistics for BOONE TRANSPORTATION, INC. RETIREMENT PLAN

401k plan membership statisitcs for BOONE TRANSPORTATION, INC. RETIREMENT PLAN

Measure Date Value
2021: BOONE TRANSPORTATION, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-09-01147
Total number of active participants reported on line 7a of the Form 55002021-09-01130
Number of retired or separated participants receiving benefits2021-09-010
Number of other retired or separated participants entitled to future benefits2021-09-0118
Total of all active and inactive participants2021-09-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-09-010
Total participants2021-09-01148
Number of participants with account balances2021-09-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-09-010
2020: BOONE TRANSPORTATION, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-09-01147
Total number of active participants reported on line 7a of the Form 55002020-09-01127
Number of retired or separated participants receiving benefits2020-09-010
Number of other retired or separated participants entitled to future benefits2020-09-0113
Total of all active and inactive participants2020-09-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-09-011
Total participants2020-09-01141
Number of participants with account balances2020-09-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-09-010
2019: BOONE TRANSPORTATION, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-09-01141
Total number of active participants reported on line 7a of the Form 55002019-09-01139
Number of retired or separated participants receiving benefits2019-09-010
Number of other retired or separated participants entitled to future benefits2019-09-018
Total of all active and inactive participants2019-09-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-09-010
Total participants2019-09-01147
Number of participants with account balances2019-09-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-09-010
2018: BOONE TRANSPORTATION, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-09-01136
Total number of active participants reported on line 7a of the Form 55002018-09-01137
Number of retired or separated participants receiving benefits2018-09-010
Number of other retired or separated participants entitled to future benefits2018-09-014
Total of all active and inactive participants2018-09-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-09-010
Total participants2018-09-01141
Number of participants with account balances2018-09-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-09-010
2017: BOONE TRANSPORTATION, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-09-01145
Total number of active participants reported on line 7a of the Form 55002017-09-01133
Number of retired or separated participants receiving benefits2017-09-010
Number of other retired or separated participants entitled to future benefits2017-09-013
Total of all active and inactive participants2017-09-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-09-010
Total participants2017-09-01136
Number of participants with account balances2017-09-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-09-010
2016: BOONE TRANSPORTATION, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-01143
Total number of active participants reported on line 7a of the Form 55002016-09-01145
Number of retired or separated participants receiving benefits2016-09-010
Number of other retired or separated participants entitled to future benefits2016-09-010
Total of all active and inactive participants2016-09-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-010
Total participants2016-09-01145
Number of participants with account balances2016-09-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-011
2015: BOONE TRANSPORTATION, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-01156
Total number of active participants reported on line 7a of the Form 55002015-09-01129
Number of retired or separated participants receiving benefits2015-09-010
Number of other retired or separated participants entitled to future benefits2015-09-0114
Total of all active and inactive participants2015-09-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-010
Total participants2015-09-01143
Number of participants with account balances2015-09-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-010
2014: BOONE TRANSPORTATION, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-01154
Total number of active participants reported on line 7a of the Form 55002014-09-01115
Number of retired or separated participants receiving benefits2014-09-010
Number of other retired or separated participants entitled to future benefits2014-09-0120
Total of all active and inactive participants2014-09-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-010
Total participants2014-09-01135
Number of participants with account balances2014-09-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-010
2013: BOONE TRANSPORTATION, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-01162
Total number of active participants reported on line 7a of the Form 55002013-09-01120
Number of retired or separated participants receiving benefits2013-09-010
Number of other retired or separated participants entitled to future benefits2013-09-0125
Total of all active and inactive participants2013-09-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-010
Total participants2013-09-01145
Number of participants with account balances2013-09-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-010
2012: BOONE TRANSPORTATION, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-01161
Total number of active participants reported on line 7a of the Form 55002012-09-01126
Number of retired or separated participants receiving benefits2012-09-010
Number of other retired or separated participants entitled to future benefits2012-09-0124
Total of all active and inactive participants2012-09-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-012
Total participants2012-09-01152
Number of participants with account balances2012-09-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-010
2011: BOONE TRANSPORTATION, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-01164
Total number of active participants reported on line 7a of the Form 55002011-09-01142
Number of retired or separated participants receiving benefits2011-09-010
Number of other retired or separated participants entitled to future benefits2011-09-0114
Total of all active and inactive participants2011-09-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-012
Total participants2011-09-01158
Number of participants with account balances2011-09-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-010
2009: BOONE TRANSPORTATION, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-01170
Total number of active participants reported on line 7a of the Form 55002009-09-01145
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-0121
Total of all active and inactive participants2009-09-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-01166
Number of participants with account balances2009-09-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-010

Financial Data on BOONE TRANSPORTATION, INC. RETIREMENT PLAN

Measure Date Value
2022 : BOONE TRANSPORTATION, INC. RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-08-31$0
Total unrealized appreciation/depreciation of assets2022-08-31$0
Total transfer of assets to this plan2022-08-31$0
Total transfer of assets from this plan2022-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$0
Total income from all sources (including contributions)2022-08-31$-295,944
Total loss/gain on sale of assets2022-08-31$0
Total of all expenses incurred2022-08-31$412,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-08-31$411,431
Expenses. Certain deemed distributions of participant loans2022-08-31$0
Value of total corrective distributions2022-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-08-31$175,218
Value of total assets at end of year2022-08-31$3,618,416
Value of total assets at beginning of year2022-08-31$4,326,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-08-31$980
Total interest from all sources2022-08-31$951
Total dividends received (eg from common stock, registered investment company shares)2022-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-08-31$0
Assets. Real estate other than employer real property at end of year2022-08-31$0
Assets. Real estate other than employer real property at beginning of year2022-08-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-08-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-08-31$0
Was this plan covered by a fidelity bond2022-08-31Yes
Value of fidelity bond cover2022-08-31$500,000
If this is an individual account plan, was there a blackout period2022-08-31No
Were there any nonexempt tranactions with any party-in-interest2022-08-31No
Contributions received from participants2022-08-31$0
Participant contributions at end of year2022-08-31$0
Participant contributions at beginning of year2022-08-31$0
Participant contributions at end of year2022-08-31$0
Participant contributions at beginning of year2022-08-31$0
Assets. Other investments not covered elsewhere at end of year2022-08-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-08-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-08-31$0
Assets. Loans (other than to participants) at end of year2022-08-31$0
Assets. Loans (other than to participants) at beginning of year2022-08-31$0
Other income not declared elsewhere2022-08-31$0
Administrative expenses (other) incurred2022-08-31$980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Income. Non cash contributions2022-08-31$0
Value of net income/loss2022-08-31$-708,355
Value of net assets at end of year (total assets less liabilities)2022-08-31$3,618,416
Value of net assets at beginning of year (total assets less liabilities)2022-08-31$4,326,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-08-31No
Were any leases to which the plan was party in default or uncollectible2022-08-31No
Assets. partnership/joint venture interests at end of year2022-08-31$0
Assets. partnership/joint venture interests at beginning of year2022-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-08-31$3,422,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-08-31$4,139,916
Value of interest in pooled separate accounts at end of year2022-08-31$0
Value of interest in pooled separate accounts at beginning of year2022-08-31$0
Interest on participant loans2022-08-31$0
Income. Interest from loans (other than to participants)2022-08-31$0
Interest earned on other investments2022-08-31$951
Income. Interest from US Government securities2022-08-31$0
Income. Interest from corporate debt instruments2022-08-31$0
Value of interest in master investment trust accounts at end of year2022-08-31$0
Value of interest in master investment trust accounts at beginning of year2022-08-31$0
Value of interest in common/collective trusts at end of year2022-08-31$0
Value of interest in common/collective trusts at beginning of year2022-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-08-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-08-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-08-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-08-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-08-31$195,697
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-08-31$186,855
Expenses. Payments to insurance carriers foe the provision of benefits2022-08-31$0
Asset value of US Government securities at end of year2022-08-31$0
Asset value of US Government securities at beginning of year2022-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-08-31$0
Net investment gain/loss from pooled separate accounts2022-08-31$-472,113
Net investment gain or loss from common/collective trusts2022-08-31$0
Net gain/loss from 103.12 investment entities2022-08-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-08-31No
Was there a failure to transmit to the plan any participant contributions2022-08-31No
Has the plan failed to provide any benefit when due under the plan2022-08-31No
Contributions received in cash from employer2022-08-31$175,218
Employer contributions (assets) at end of year2022-08-31$0
Employer contributions (assets) at beginning of year2022-08-31$0
Income. Dividends from preferred stock2022-08-31$0
Income. Dividends from common stock2022-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-08-31$411,431
Asset. Corporate debt instrument preferred debt at end of year2022-08-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-08-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-08-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-08-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-08-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-08-31$0
Did the plan have assets held for investment2022-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-08-31No
Aggregate proceeds on sale of assets2022-08-31$0
Aggregate carrying amount (costs) on sale of assets2022-08-31$0
Opinion of an independent qualified public accountant for this plan2022-08-31Unqualified
Accountancy firm name2022-08-31GIBSON RUDDOCK PATTERSON LLC
Accountancy firm EIN2022-08-31261159690
2021 : BOONE TRANSPORTATION, INC. RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$0
Total income from all sources (including contributions)2021-08-31$742,068
Total loss/gain on sale of assets2021-08-31$0
Total of all expenses incurred2021-08-31$118,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-08-31$117,077
Expenses. Certain deemed distributions of participant loans2021-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-08-31$80,987
Value of total assets at end of year2021-08-31$4,326,771
Value of total assets at beginning of year2021-08-31$3,702,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-08-31$1,020
Total interest from all sources2021-08-31$1,845
Total dividends received (eg from common stock, registered investment company shares)2021-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-08-31No
Was this plan covered by a fidelity bond2021-08-31Yes
Value of fidelity bond cover2021-08-31$500,000
If this is an individual account plan, was there a blackout period2021-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-08-31$0
Were there any nonexempt tranactions with any party-in-interest2021-08-31No
Contributions received from participants2021-08-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-08-31$0
Other income not declared elsewhere2021-08-31$0
Administrative expenses (other) incurred2021-08-31$1,020
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Value of net income/loss2021-08-31$623,971
Value of net assets at end of year (total assets less liabilities)2021-08-31$4,326,771
Value of net assets at beginning of year (total assets less liabilities)2021-08-31$3,702,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-08-31No
Were any leases to which the plan was party in default or uncollectible2021-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-08-31$4,139,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-08-31$3,518,977
Interest on participant loans2021-08-31$0
Interest earned on other investments2021-08-31$1,845
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-08-31$186,855
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-08-31$183,823
Expenses. Payments to insurance carriers foe the provision of benefits2021-08-31$0
Net investment gain/loss from pooled separate accounts2021-08-31$659,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-08-31No
Was there a failure to transmit to the plan any participant contributions2021-08-31No
Has the plan failed to provide any benefit when due under the plan2021-08-31No
Contributions received in cash from employer2021-08-31$80,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-08-31$117,077
Did the plan have assets held for investment2021-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-08-31No
Opinion of an independent qualified public accountant for this plan2021-08-31Unqualified
Accountancy firm name2021-08-31GIBSON RUDDOCK PATTERSON LLC
Accountancy firm EIN2021-08-31261159690
2020 : BOONE TRANSPORTATION, INC. RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$0
Total income from all sources (including contributions)2020-08-31$570,603
Total loss/gain on sale of assets2020-08-31$0
Total of all expenses incurred2020-08-31$85,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-08-31$84,490
Expenses. Certain deemed distributions of participant loans2020-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-08-31$287,869
Value of total assets at end of year2020-08-31$3,702,800
Value of total assets at beginning of year2020-08-31$3,217,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-08-31$838
Total interest from all sources2020-08-31$2,244
Total dividends received (eg from common stock, registered investment company shares)2020-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-08-31No
Was this plan covered by a fidelity bond2020-08-31Yes
Value of fidelity bond cover2020-08-31$350,000
If this is an individual account plan, was there a blackout period2020-08-31No
Were there any nonexempt tranactions with any party-in-interest2020-08-31No
Contributions received from participants2020-08-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-08-31$0
Other income not declared elsewhere2020-08-31$0
Administrative expenses (other) incurred2020-08-31$838
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Value of net income/loss2020-08-31$485,275
Value of net assets at end of year (total assets less liabilities)2020-08-31$3,702,800
Value of net assets at beginning of year (total assets less liabilities)2020-08-31$3,217,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-08-31No
Were any leases to which the plan was party in default or uncollectible2020-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-08-31$3,518,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-08-31$3,040,524
Interest on participant loans2020-08-31$0
Interest earned on other investments2020-08-31$2,244
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-08-31$183,823
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-08-31$177,001
Expenses. Payments to insurance carriers foe the provision of benefits2020-08-31$0
Net investment gain/loss from pooled separate accounts2020-08-31$280,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-08-31No
Was there a failure to transmit to the plan any participant contributions2020-08-31No
Has the plan failed to provide any benefit when due under the plan2020-08-31No
Contributions received in cash from employer2020-08-31$287,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-08-31$84,490
Did the plan have assets held for investment2020-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-08-31Yes
Opinion of an independent qualified public accountant for this plan2020-08-31Disclaimer
Accountancy firm name2020-08-31GIBSON RUDDOCK PATTERSON LLC
Accountancy firm EIN2020-08-31261159690
2019 : BOONE TRANSPORTATION, INC. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$0
Total income from all sources (including contributions)2019-08-31$179,769
Total loss/gain on sale of assets2019-08-31$0
Total of all expenses incurred2019-08-31$156,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-08-31$155,967
Expenses. Certain deemed distributions of participant loans2019-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-08-31$163,991
Value of total assets at end of year2019-08-31$3,217,525
Value of total assets at beginning of year2019-08-31$3,194,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-08-31$650
Total interest from all sources2019-08-31$2,197
Total dividends received (eg from common stock, registered investment company shares)2019-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-08-31No
Was this plan covered by a fidelity bond2019-08-31Yes
Value of fidelity bond cover2019-08-31$350,000
If this is an individual account plan, was there a blackout period2019-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-08-31$0
Were there any nonexempt tranactions with any party-in-interest2019-08-31No
Contributions received from participants2019-08-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-08-31$0
Other income not declared elsewhere2019-08-31$0
Administrative expenses (other) incurred2019-08-31$650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Value of net income/loss2019-08-31$23,152
Value of net assets at end of year (total assets less liabilities)2019-08-31$3,217,525
Value of net assets at beginning of year (total assets less liabilities)2019-08-31$3,194,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-08-31No
Were any leases to which the plan was party in default or uncollectible2019-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-08-31$3,040,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-08-31$3,157,309
Interest on participant loans2019-08-31$0
Interest earned on other investments2019-08-31$2,197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-08-31$177,001
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-08-31$37,064
Expenses. Payments to insurance carriers foe the provision of benefits2019-08-31$0
Net investment gain/loss from pooled separate accounts2019-08-31$13,581
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-08-31No
Was there a failure to transmit to the plan any participant contributions2019-08-31No
Has the plan failed to provide any benefit when due under the plan2019-08-31No
Contributions received in cash from employer2019-08-31$163,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-08-31$155,967
Did the plan have assets held for investment2019-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-08-31Yes
Opinion of an independent qualified public accountant for this plan2019-08-31Disclaimer
Accountancy firm name2019-08-31GIBSON RUDDOCK PATTERSON LLC
Accountancy firm EIN2019-08-31261159690
2018 : BOONE TRANSPORTATION, INC. RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$0
Total income from all sources (including contributions)2018-08-31$289,034
Total loss/gain on sale of assets2018-08-31$0
Total of all expenses incurred2018-08-31$90,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-08-31$90,261
Expenses. Certain deemed distributions of participant loans2018-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-08-31$0
Value of total assets at end of year2018-08-31$3,194,373
Value of total assets at beginning of year2018-08-31$2,996,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-08-31$570
Total interest from all sources2018-08-31$125
Total dividends received (eg from common stock, registered investment company shares)2018-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-08-31No
Was this plan covered by a fidelity bond2018-08-31Yes
Value of fidelity bond cover2018-08-31$350,000
If this is an individual account plan, was there a blackout period2018-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-08-31$0
Were there any nonexempt tranactions with any party-in-interest2018-08-31No
Contributions received from participants2018-08-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-08-31$0
Other income not declared elsewhere2018-08-31$0
Administrative expenses (other) incurred2018-08-31$570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Value of net income/loss2018-08-31$198,203
Value of net assets at end of year (total assets less liabilities)2018-08-31$3,194,373
Value of net assets at beginning of year (total assets less liabilities)2018-08-31$2,996,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-08-31No
Were any leases to which the plan was party in default or uncollectible2018-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-08-31$3,157,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-08-31$2,996,170
Interest on participant loans2018-08-31$0
Interest earned on other investments2018-08-31$125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-08-31$37,064
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-08-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-08-31$0
Net investment gain/loss from pooled separate accounts2018-08-31$288,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-08-31No
Was there a failure to transmit to the plan any participant contributions2018-08-31No
Has the plan failed to provide any benefit when due under the plan2018-08-31No
Contributions received in cash from employer2018-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-08-31$90,261
Did the plan have assets held for investment2018-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-08-31Yes
Opinion of an independent qualified public accountant for this plan2018-08-31Disclaimer
Accountancy firm name2018-08-31GIBSON RUDDOCK PATTERSON LLC
Accountancy firm EIN2018-08-31261159690
2017 : BOONE TRANSPORTATION, INC. RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total income from all sources (including contributions)2017-08-31$423,435
Total loss/gain on sale of assets2017-08-31$0
Total of all expenses incurred2017-08-31$96,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$95,406
Expenses. Certain deemed distributions of participant loans2017-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$169,125
Value of total assets at end of year2017-08-31$2,996,171
Value of total assets at beginning of year2017-08-31$2,668,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$659
Total interest from all sources2017-08-31$16,602
Total dividends received (eg from common stock, registered investment company shares)2017-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31No
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$350,000
If this is an individual account plan, was there a blackout period2017-08-31No
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Contributions received from participants2017-08-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-08-31$0
Other income not declared elsewhere2017-08-31$0
Administrative expenses (other) incurred2017-08-31$659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$327,370
Value of net assets at end of year (total assets less liabilities)2017-08-31$2,996,171
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$2,668,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-08-31$2,996,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-08-31$1,495,424
Interest earned on other investments2017-08-31$16,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-08-31$1,163,969
Expenses. Payments to insurance carriers foe the provision of benefits2017-08-31$0
Net investment gain/loss from pooled separate accounts2017-08-31$237,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31No
Was there a failure to transmit to the plan any participant contributions2017-08-31No
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Contributions received in cash from employer2017-08-31$169,125
Employer contributions (assets) at beginning of year2017-08-31$9,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-31$95,406
Did the plan have assets held for investment2017-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31Yes
Opinion of an independent qualified public accountant for this plan2017-08-31Disclaimer
Accountancy firm name2017-08-31GIBSON RUDDOCK PATTERSON LLC
Accountancy firm EIN2017-08-31261159690
2016 : BOONE TRANSPORTATION, INC. RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-08-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-08-31$0
Total unrealized appreciation/depreciation of assets2016-08-31$0
Total transfer of assets to this plan2016-08-31$0
Total transfer of assets from this plan2016-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Expenses. Interest paid2016-08-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-08-31$0
Total income from all sources (including contributions)2016-08-31$306,501
Total loss/gain on sale of assets2016-08-31$0
Total of all expenses incurred2016-08-31$160,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$159,720
Expenses. Certain deemed distributions of participant loans2016-08-31$0
Value of total corrective distributions2016-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$182,266
Value of total assets at end of year2016-08-31$2,668,801
Value of total assets at beginning of year2016-08-31$2,522,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$300
Total income from rents2016-08-31$0
Total interest from all sources2016-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-08-31$0
Assets. Real estate other than employer real property at end of year2016-08-31$0
Assets. Real estate other than employer real property at beginning of year2016-08-31$0
Administrative expenses professional fees incurred2016-08-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-08-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-08-31$0
Was this plan covered by a fidelity bond2016-08-31Yes
Value of fidelity bond cover2016-08-31$350,000
If this is an individual account plan, was there a blackout period2016-08-31No
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Contributions received from participants2016-08-31$0
Participant contributions at end of year2016-08-31$0
Participant contributions at beginning of year2016-08-31$0
Participant contributions at end of year2016-08-31$0
Participant contributions at beginning of year2016-08-31$0
Assets. Other investments not covered elsewhere at end of year2016-08-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-08-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-08-31$10,452
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-08-31$0
Assets. Loans (other than to participants) at end of year2016-08-31$0
Assets. Loans (other than to participants) at beginning of year2016-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-08-31$0
Other income not declared elsewhere2016-08-31$0
Administrative expenses (other) incurred2016-08-31$0
Liabilities. Value of operating payables at end of year2016-08-31$0
Liabilities. Value of operating payables at beginning of year2016-08-31$0
Total non interest bearing cash at end of year2016-08-31$0
Total non interest bearing cash at beginning of year2016-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Income. Non cash contributions2016-08-31$0
Value of net income/loss2016-08-31$146,481
Value of net assets at end of year (total assets less liabilities)2016-08-31$2,668,801
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$2,522,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Assets. partnership/joint venture interests at end of year2016-08-31$0
Assets. partnership/joint venture interests at beginning of year2016-08-31$0
Investment advisory and management fees2016-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-08-31$1,495,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-08-31$1,373,708
Value of interest in pooled separate accounts at end of year2016-08-31$0
Value of interest in pooled separate accounts at beginning of year2016-08-31$0
Interest on participant loans2016-08-31$0
Income. Interest from loans (other than to participants)2016-08-31$0
Interest earned on other investments2016-08-31$0
Income. Interest from US Government securities2016-08-31$0
Income. Interest from corporate debt instruments2016-08-31$0
Value of interest in master investment trust accounts at end of year2016-08-31$0
Value of interest in master investment trust accounts at beginning of year2016-08-31$0
Value of interest in common/collective trusts at end of year2016-08-31$0
Value of interest in common/collective trusts at beginning of year2016-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-08-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-08-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-08-31$0
Assets. Value of investments in 103.12 investment entities at end of year2016-08-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-08-31$1,163,969
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-08-31$1,147,678
Expenses. Payments to insurance carriers foe the provision of benefits2016-08-31$0
Asset value of US Government securities at end of year2016-08-31$0
Asset value of US Government securities at beginning of year2016-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-08-31$0
Net investment gain/loss from pooled separate accounts2016-08-31$124,235
Net investment gain or loss from common/collective trusts2016-08-31$0
Net gain/loss from 103.12 investment entities2016-08-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31No
Was there a failure to transmit to the plan any participant contributions2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Assets. Invements in employer securities at end of year2016-08-31$0
Assets. Invements in employer securities at beginning of year2016-08-31$0
Assets. Value of employer real property at end of year2016-08-31$0
Assets. Value of employer real property at beginning of year2016-08-31$0
Contributions received in cash from employer2016-08-31$171,814
Employer contributions (assets) at end of year2016-08-31$9,408
Employer contributions (assets) at beginning of year2016-08-31$934
Income. Dividends from preferred stock2016-08-31$0
Income. Dividends from common stock2016-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-08-31$159,720
Asset. Corporate debt instrument preferred debt at end of year2016-08-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-08-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-08-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-08-31$0
Contract administrator fees2016-08-31$300
Assets. Corporate common stocks other than exployer securities at end of year2016-08-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-08-31$0
Liabilities. Value of benefit claims payable at end of year2016-08-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-08-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-08-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-08-31$0
Did the plan have assets held for investment2016-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31No
Aggregate proceeds on sale of assets2016-08-31$0
Aggregate carrying amount (costs) on sale of assets2016-08-31$0
Liabilities. Value of acquisition indebtedness at end of year2016-08-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-08-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31Yes
Opinion of an independent qualified public accountant for this plan2016-08-31Disclaimer
Accountancy firm name2016-08-31GIBSON RUDDOCK PATTERSON, LLC
Accountancy firm EIN2016-08-31261159690
2015 : BOONE TRANSPORTATION, INC. RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-08-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-08-31$0
Total unrealized appreciation/depreciation of assets2015-08-31$0
Total transfer of assets to this plan2015-08-31$0
Total transfer of assets from this plan2015-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Expenses. Interest paid2015-08-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-08-31$0
Total income from all sources (including contributions)2015-08-31$181,496
Total loss/gain on sale of assets2015-08-31$0
Total of all expenses incurred2015-08-31$164,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$164,230
Expenses. Certain deemed distributions of participant loans2015-08-31$0
Value of total corrective distributions2015-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$168,086
Value of total assets at end of year2015-08-31$2,522,320
Value of total assets at beginning of year2015-08-31$2,505,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$475
Total income from rents2015-08-31$0
Total interest from all sources2015-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-08-31$0
Assets. Real estate other than employer real property at end of year2015-08-31$0
Assets. Real estate other than employer real property at beginning of year2015-08-31$0
Administrative expenses professional fees incurred2015-08-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-08-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-08-31$0
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$350,000
If this is an individual account plan, was there a blackout period2015-08-31No
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Contributions received from participants2015-08-31$0
Participant contributions at end of year2015-08-31$0
Participant contributions at beginning of year2015-08-31$0
Participant contributions at end of year2015-08-31$0
Participant contributions at beginning of year2015-08-31$0
Assets. Other investments not covered elsewhere at end of year2015-08-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-08-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-08-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-08-31$0
Assets. Loans (other than to participants) at end of year2015-08-31$0
Assets. Loans (other than to participants) at beginning of year2015-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-08-31$0
Other income not declared elsewhere2015-08-31$0
Administrative expenses (other) incurred2015-08-31$0
Liabilities. Value of operating payables at end of year2015-08-31$0
Liabilities. Value of operating payables at beginning of year2015-08-31$0
Total non interest bearing cash at end of year2015-08-31$0
Total non interest bearing cash at beginning of year2015-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Income. Non cash contributions2015-08-31$0
Value of net income/loss2015-08-31$16,791
Value of net assets at end of year (total assets less liabilities)2015-08-31$2,522,320
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$2,505,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Assets. partnership/joint venture interests at end of year2015-08-31$0
Assets. partnership/joint venture interests at beginning of year2015-08-31$0
Investment advisory and management fees2015-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-08-31$1,373,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-08-31$1,385,301
Value of interest in pooled separate accounts at end of year2015-08-31$0
Value of interest in pooled separate accounts at beginning of year2015-08-31$0
Interest on participant loans2015-08-31$0
Income. Interest from loans (other than to participants)2015-08-31$0
Interest earned on other investments2015-08-31$0
Income. Interest from US Government securities2015-08-31$0
Income. Interest from corporate debt instruments2015-08-31$0
Value of interest in master investment trust accounts at end of year2015-08-31$0
Value of interest in master investment trust accounts at beginning of year2015-08-31$0
Value of interest in common/collective trusts at end of year2015-08-31$0
Value of interest in common/collective trusts at beginning of year2015-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-08-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-08-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-08-31$0
Assets. Value of investments in 103.12 investment entities at end of year2015-08-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-08-31$1,147,678
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-08-31$1,118,155
Expenses. Payments to insurance carriers foe the provision of benefits2015-08-31$0
Asset value of US Government securities at end of year2015-08-31$0
Asset value of US Government securities at beginning of year2015-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-08-31$0
Net investment gain/loss from pooled separate accounts2015-08-31$13,410
Net investment gain or loss from common/collective trusts2015-08-31$0
Net gain/loss from 103.12 investment entities2015-08-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31No
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Assets. Invements in employer securities at end of year2015-08-31$0
Assets. Invements in employer securities at beginning of year2015-08-31$0
Assets. Value of employer real property at end of year2015-08-31$0
Assets. Value of employer real property at beginning of year2015-08-31$0
Contributions received in cash from employer2015-08-31$168,086
Employer contributions (assets) at end of year2015-08-31$934
Employer contributions (assets) at beginning of year2015-08-31$2,073
Income. Dividends from preferred stock2015-08-31$0
Income. Dividends from common stock2015-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$164,230
Asset. Corporate debt instrument preferred debt at end of year2015-08-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-08-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-08-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-08-31$0
Contract administrator fees2015-08-31$475
Assets. Corporate common stocks other than exployer securities at end of year2015-08-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-08-31$0
Liabilities. Value of benefit claims payable at end of year2015-08-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-08-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-08-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-08-31$0
Did the plan have assets held for investment2015-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31No
Aggregate proceeds on sale of assets2015-08-31$0
Aggregate carrying amount (costs) on sale of assets2015-08-31$0
Liabilities. Value of acquisition indebtedness at end of year2015-08-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-08-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31Yes
Opinion of an independent qualified public accountant for this plan2015-08-31Disclaimer
Accountancy firm name2015-08-31GIBSON RUDDOCK PATTERSON, LLC
Accountancy firm EIN2015-08-31261159690
2014 : BOONE TRANSPORTATION, INC. RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-08-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-08-31$0
Total unrealized appreciation/depreciation of assets2014-08-31$0
Total transfer of assets to this plan2014-08-31$0
Total transfer of assets from this plan2014-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Expenses. Interest paid2014-08-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-08-31$0
Total income from all sources (including contributions)2014-08-31$379,852
Total loss/gain on sale of assets2014-08-31$0
Total of all expenses incurred2014-08-31$220,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$219,836
Expenses. Certain deemed distributions of participant loans2014-08-31$0
Value of total corrective distributions2014-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$175,822
Value of total assets at end of year2014-08-31$2,505,529
Value of total assets at beginning of year2014-08-31$2,345,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$350
Total income from rents2014-08-31$0
Total interest from all sources2014-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-08-31$0
Assets. Real estate other than employer real property at end of year2014-08-31$0
Assets. Real estate other than employer real property at beginning of year2014-08-31$0
Administrative expenses professional fees incurred2014-08-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-08-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-08-31$0
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$250,000
If this is an individual account plan, was there a blackout period2014-08-31No
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Contributions received from participants2014-08-31$0
Participant contributions at end of year2014-08-31$0
Participant contributions at beginning of year2014-08-31$0
Participant contributions at end of year2014-08-31$0
Participant contributions at beginning of year2014-08-31$0
Assets. Other investments not covered elsewhere at end of year2014-08-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-08-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-08-31$814
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-08-31$0
Assets. Loans (other than to participants) at end of year2014-08-31$0
Assets. Loans (other than to participants) at beginning of year2014-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-08-31$0
Other income not declared elsewhere2014-08-31$0
Administrative expenses (other) incurred2014-08-31$0
Liabilities. Value of operating payables at end of year2014-08-31$0
Liabilities. Value of operating payables at beginning of year2014-08-31$0
Total non interest bearing cash at end of year2014-08-31$0
Total non interest bearing cash at beginning of year2014-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Income. Non cash contributions2014-08-31$0
Value of net income/loss2014-08-31$159,666
Value of net assets at end of year (total assets less liabilities)2014-08-31$2,505,529
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$2,345,863
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Assets. partnership/joint venture interests at end of year2014-08-31$0
Assets. partnership/joint venture interests at beginning of year2014-08-31$0
Investment advisory and management fees2014-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-08-31$1,385,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-08-31$1,242,704
Value of interest in pooled separate accounts at end of year2014-08-31$0
Value of interest in pooled separate accounts at beginning of year2014-08-31$0
Interest on participant loans2014-08-31$0
Income. Interest from loans (other than to participants)2014-08-31$0
Interest earned on other investments2014-08-31$0
Income. Interest from US Government securities2014-08-31$0
Income. Interest from corporate debt instruments2014-08-31$0
Value of interest in master investment trust accounts at end of year2014-08-31$0
Value of interest in master investment trust accounts at beginning of year2014-08-31$0
Value of interest in common/collective trusts at end of year2014-08-31$0
Value of interest in common/collective trusts at beginning of year2014-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-08-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-08-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-08-31$0
Assets. Value of investments in 103.12 investment entities at end of year2014-08-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-08-31$1,118,155
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-08-31$1,103,159
Expenses. Payments to insurance carriers foe the provision of benefits2014-08-31$0
Asset value of US Government securities at end of year2014-08-31$0
Asset value of US Government securities at beginning of year2014-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-08-31$0
Net investment gain/loss from pooled separate accounts2014-08-31$204,030
Net investment gain or loss from common/collective trusts2014-08-31$0
Net gain/loss from 103.12 investment entities2014-08-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31No
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Assets. Invements in employer securities at end of year2014-08-31$0
Assets. Invements in employer securities at beginning of year2014-08-31$0
Assets. Value of employer real property at end of year2014-08-31$0
Assets. Value of employer real property at beginning of year2014-08-31$0
Contributions received in cash from employer2014-08-31$175,008
Employer contributions (assets) at end of year2014-08-31$2,073
Employer contributions (assets) at beginning of year2014-08-31$0
Income. Dividends from preferred stock2014-08-31$0
Income. Dividends from common stock2014-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$219,836
Asset. Corporate debt instrument preferred debt at end of year2014-08-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-08-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-08-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-08-31$0
Contract administrator fees2014-08-31$350
Assets. Corporate common stocks other than exployer securities at end of year2014-08-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-08-31$0
Liabilities. Value of benefit claims payable at end of year2014-08-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-08-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-08-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-08-31$0
Did the plan have assets held for investment2014-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Aggregate proceeds on sale of assets2014-08-31$0
Aggregate carrying amount (costs) on sale of assets2014-08-31$0
Liabilities. Value of acquisition indebtedness at end of year2014-08-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-08-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31Yes
Opinion of an independent qualified public accountant for this plan2014-08-31Disclaimer
Accountancy firm name2014-08-31GIBSON RUDDOCK PATTERSON, LLC
Accountancy firm EIN2014-08-31261159690
2013 : BOONE TRANSPORTATION, INC. RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-08-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-08-31$0
Total unrealized appreciation/depreciation of assets2013-08-31$0
Total transfer of assets to this plan2013-08-31$0
Total transfer of assets from this plan2013-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Expenses. Interest paid2013-08-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-08-31$0
Total income from all sources (including contributions)2013-08-31$329,484
Total loss/gain on sale of assets2013-08-31$0
Total of all expenses incurred2013-08-31$98,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$98,533
Expenses. Certain deemed distributions of participant loans2013-08-31$0
Value of total corrective distributions2013-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$180,649
Value of total assets at end of year2013-08-31$2,345,863
Value of total assets at beginning of year2013-08-31$2,114,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$0
Total income from rents2013-08-31$0
Total interest from all sources2013-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-08-31$0
Assets. Real estate other than employer real property at end of year2013-08-31$0
Assets. Real estate other than employer real property at beginning of year2013-08-31$0
Administrative expenses professional fees incurred2013-08-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-08-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-08-31$0
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$250,000
If this is an individual account plan, was there a blackout period2013-08-31No
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Contributions received from participants2013-08-31$0
Participant contributions at end of year2013-08-31$0
Participant contributions at beginning of year2013-08-31$0
Participant contributions at end of year2013-08-31$0
Participant contributions at beginning of year2013-08-31$0
Assets. Other investments not covered elsewhere at end of year2013-08-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-08-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-08-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-08-31$0
Assets. Loans (other than to participants) at end of year2013-08-31$0
Assets. Loans (other than to participants) at beginning of year2013-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-08-31$0
Other income not declared elsewhere2013-08-31$0
Administrative expenses (other) incurred2013-08-31$0
Liabilities. Value of operating payables at end of year2013-08-31$0
Liabilities. Value of operating payables at beginning of year2013-08-31$0
Total non interest bearing cash at end of year2013-08-31$0
Total non interest bearing cash at beginning of year2013-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Income. Non cash contributions2013-08-31$0
Value of net income/loss2013-08-31$230,951
Value of net assets at end of year (total assets less liabilities)2013-08-31$2,345,863
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$2,114,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Assets. partnership/joint venture interests at end of year2013-08-31$0
Assets. partnership/joint venture interests at beginning of year2013-08-31$0
Investment advisory and management fees2013-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-08-31$1,242,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-08-31$1,145,442
Value of interest in pooled separate accounts at end of year2013-08-31$0
Value of interest in pooled separate accounts at beginning of year2013-08-31$0
Interest on participant loans2013-08-31$0
Income. Interest from loans (other than to participants)2013-08-31$0
Interest earned on other investments2013-08-31$0
Income. Interest from US Government securities2013-08-31$0
Income. Interest from corporate debt instruments2013-08-31$0
Value of interest in master investment trust accounts at end of year2013-08-31$0
Value of interest in master investment trust accounts at beginning of year2013-08-31$0
Value of interest in common/collective trusts at end of year2013-08-31$0
Value of interest in common/collective trusts at beginning of year2013-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-08-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-08-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-08-31$0
Assets. Value of investments in 103.12 investment entities at end of year2013-08-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-08-31$1,103,159
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-08-31$968,786
Expenses. Payments to insurance carriers foe the provision of benefits2013-08-31$0
Asset value of US Government securities at end of year2013-08-31$0
Asset value of US Government securities at beginning of year2013-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-08-31$0
Net investment gain/loss from pooled separate accounts2013-08-31$148,835
Net investment gain or loss from common/collective trusts2013-08-31$0
Net gain/loss from 103.12 investment entities2013-08-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31No
Was there a failure to transmit to the plan any participant contributions2013-08-31No
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Assets. Invements in employer securities at end of year2013-08-31$0
Assets. Invements in employer securities at beginning of year2013-08-31$0
Assets. Value of employer real property at end of year2013-08-31$0
Assets. Value of employer real property at beginning of year2013-08-31$0
Contributions received in cash from employer2013-08-31$180,649
Employer contributions (assets) at end of year2013-08-31$0
Employer contributions (assets) at beginning of year2013-08-31$684
Income. Dividends from preferred stock2013-08-31$0
Income. Dividends from common stock2013-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$98,533
Asset. Corporate debt instrument preferred debt at end of year2013-08-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-08-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-08-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-08-31$0
Contract administrator fees2013-08-31$0
Assets. Corporate common stocks other than exployer securities at end of year2013-08-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-08-31$0
Liabilities. Value of benefit claims payable at end of year2013-08-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-08-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-08-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-08-31$0
Did the plan have assets held for investment2013-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Aggregate proceeds on sale of assets2013-08-31$0
Aggregate carrying amount (costs) on sale of assets2013-08-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-08-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-08-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31Yes
Opinion of an independent qualified public accountant for this plan2013-08-31Disclaimer
Accountancy firm name2013-08-31GIBSON RUDDOCK PATTERSON, LLC
Accountancy firm EIN2013-08-31261159690
2012 : BOONE TRANSPORTATION, INC. RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-08-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-08-31$0
Total unrealized appreciation/depreciation of assets2012-08-31$0
Total transfer of assets to this plan2012-08-31$0
Total transfer of assets from this plan2012-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Expenses. Interest paid2012-08-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-08-31$0
Total income from all sources (including contributions)2012-08-31$284,458
Total loss/gain on sale of assets2012-08-31$0
Total of all expenses incurred2012-08-31$144,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$144,958
Expenses. Certain deemed distributions of participant loans2012-08-31$0
Value of total corrective distributions2012-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$184,813
Value of total assets at end of year2012-08-31$2,114,912
Value of total assets at beginning of year2012-08-31$1,975,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$0
Total income from rents2012-08-31$0
Total interest from all sources2012-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-08-31$0
Assets. Real estate other than employer real property at end of year2012-08-31$0
Assets. Real estate other than employer real property at beginning of year2012-08-31$0
Administrative expenses professional fees incurred2012-08-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-08-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-08-31$0
Was this plan covered by a fidelity bond2012-08-31Yes
Value of fidelity bond cover2012-08-31$200,000
If this is an individual account plan, was there a blackout period2012-08-31No
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Contributions received from participants2012-08-31$0
Participant contributions at end of year2012-08-31$0
Participant contributions at beginning of year2012-08-31$0
Participant contributions at end of year2012-08-31$0
Participant contributions at beginning of year2012-08-31$0
Assets. Other investments not covered elsewhere at end of year2012-08-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-08-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-08-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-08-31$0
Assets. Loans (other than to participants) at end of year2012-08-31$0
Assets. Loans (other than to participants) at beginning of year2012-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-08-31$0
Other income not declared elsewhere2012-08-31$0
Administrative expenses (other) incurred2012-08-31$0
Liabilities. Value of operating payables at end of year2012-08-31$0
Liabilities. Value of operating payables at beginning of year2012-08-31$0
Total non interest bearing cash at end of year2012-08-31$0
Total non interest bearing cash at beginning of year2012-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Income. Non cash contributions2012-08-31$0
Value of net income/loss2012-08-31$139,500
Value of net assets at end of year (total assets less liabilities)2012-08-31$2,114,912
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$1,975,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Assets. partnership/joint venture interests at end of year2012-08-31$0
Assets. partnership/joint venture interests at beginning of year2012-08-31$0
Investment advisory and management fees2012-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-08-31$1,145,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-08-31$1,048,978
Value of interest in pooled separate accounts at end of year2012-08-31$0
Value of interest in pooled separate accounts at beginning of year2012-08-31$0
Interest on participant loans2012-08-31$0
Income. Interest from loans (other than to participants)2012-08-31$0
Interest earned on other investments2012-08-31$0
Income. Interest from US Government securities2012-08-31$0
Income. Interest from corporate debt instruments2012-08-31$0
Value of interest in master investment trust accounts at end of year2012-08-31$0
Value of interest in master investment trust accounts at beginning of year2012-08-31$0
Value of interest in common/collective trusts at end of year2012-08-31$0
Value of interest in common/collective trusts at beginning of year2012-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-08-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-08-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-08-31$0
Assets. Value of investments in 103.12 investment entities at end of year2012-08-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-08-31$968,786
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-08-31$926,062
Expenses. Payments to insurance carriers foe the provision of benefits2012-08-31$0
Asset value of US Government securities at end of year2012-08-31$0
Asset value of US Government securities at beginning of year2012-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-08-31$0
Net investment gain/loss from pooled separate accounts2012-08-31$99,645
Net investment gain or loss from common/collective trusts2012-08-31$0
Net gain/loss from 103.12 investment entities2012-08-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31No
Was there a failure to transmit to the plan any participant contributions2012-08-31No
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Assets. Invements in employer securities at end of year2012-08-31$0
Assets. Invements in employer securities at beginning of year2012-08-31$0
Assets. Value of employer real property at end of year2012-08-31$0
Assets. Value of employer real property at beginning of year2012-08-31$0
Contributions received in cash from employer2012-08-31$184,813
Employer contributions (assets) at end of year2012-08-31$684
Employer contributions (assets) at beginning of year2012-08-31$372
Income. Dividends from preferred stock2012-08-31$0
Income. Dividends from common stock2012-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$144,958
Asset. Corporate debt instrument preferred debt at end of year2012-08-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-08-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-08-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-08-31$0
Contract administrator fees2012-08-31$0
Assets. Corporate common stocks other than exployer securities at end of year2012-08-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-08-31$0
Liabilities. Value of benefit claims payable at end of year2012-08-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-08-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-08-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-08-31$0
Did the plan have assets held for investment2012-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Aggregate proceeds on sale of assets2012-08-31$0
Aggregate carrying amount (costs) on sale of assets2012-08-31$0
Liabilities. Value of acquisition indebtedness at end of year2012-08-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-08-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31Yes
Opinion of an independent qualified public accountant for this plan2012-08-31Disclaimer
Accountancy firm name2012-08-31GIBSON RUDDOCK PATTERSON, LLC
Accountancy firm EIN2012-08-31261159690
2011 : BOONE TRANSPORTATION, INC. RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-08-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-08-31$0
Total unrealized appreciation/depreciation of assets2011-08-31$0
Total transfer of assets to this plan2011-08-31$0
Total transfer of assets from this plan2011-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Expenses. Interest paid2011-08-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-08-31$0
Total income from all sources (including contributions)2011-08-31$303,286
Total loss/gain on sale of assets2011-08-31$0
Total of all expenses incurred2011-08-31$77,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$77,586
Expenses. Certain deemed distributions of participant loans2011-08-31$0
Value of total corrective distributions2011-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$195,815
Value of total assets at end of year2011-08-31$1,975,412
Value of total assets at beginning of year2011-08-31$1,749,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$0
Total income from rents2011-08-31$0
Total interest from all sources2011-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-08-31$0
Assets. Real estate other than employer real property at end of year2011-08-31$0
Assets. Real estate other than employer real property at beginning of year2011-08-31$0
Administrative expenses professional fees incurred2011-08-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-08-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-08-31$0
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$175,000
If this is an individual account plan, was there a blackout period2011-08-31No
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Contributions received from participants2011-08-31$0
Participant contributions at end of year2011-08-31$0
Participant contributions at beginning of year2011-08-31$0
Participant contributions at end of year2011-08-31$0
Participant contributions at beginning of year2011-08-31$0
Assets. Other investments not covered elsewhere at end of year2011-08-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-08-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-08-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-08-31$0
Assets. Loans (other than to participants) at end of year2011-08-31$0
Assets. Loans (other than to participants) at beginning of year2011-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-08-31$0
Other income not declared elsewhere2011-08-31$0
Administrative expenses (other) incurred2011-08-31$0
Liabilities. Value of operating payables at end of year2011-08-31$0
Liabilities. Value of operating payables at beginning of year2011-08-31$0
Total non interest bearing cash at end of year2011-08-31$0
Total non interest bearing cash at beginning of year2011-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Income. Non cash contributions2011-08-31$0
Value of net income/loss2011-08-31$225,700
Value of net assets at end of year (total assets less liabilities)2011-08-31$1,975,412
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$1,749,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Assets. partnership/joint venture interests at end of year2011-08-31$0
Assets. partnership/joint venture interests at beginning of year2011-08-31$0
Investment advisory and management fees2011-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-08-31$1,048,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-08-31$942,102
Value of interest in pooled separate accounts at end of year2011-08-31$0
Value of interest in pooled separate accounts at beginning of year2011-08-31$0
Interest on participant loans2011-08-31$0
Income. Interest from loans (other than to participants)2011-08-31$0
Interest earned on other investments2011-08-31$0
Income. Interest from US Government securities2011-08-31$0
Income. Interest from corporate debt instruments2011-08-31$0
Value of interest in master investment trust accounts at end of year2011-08-31$0
Value of interest in master investment trust accounts at beginning of year2011-08-31$0
Value of interest in common/collective trusts at end of year2011-08-31$0
Value of interest in common/collective trusts at beginning of year2011-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-08-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-08-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-08-31$0
Assets. Value of investments in 103.12 investment entities at end of year2011-08-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-08-31$926,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-08-31$807,610
Expenses. Payments to insurance carriers foe the provision of benefits2011-08-31$0
Asset value of US Government securities at end of year2011-08-31$0
Asset value of US Government securities at beginning of year2011-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-08-31$0
Net investment gain/loss from pooled separate accounts2011-08-31$107,471
Net investment gain or loss from common/collective trusts2011-08-31$0
Net gain/loss from 103.12 investment entities2011-08-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31No
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Assets. Invements in employer securities at end of year2011-08-31$0
Assets. Invements in employer securities at beginning of year2011-08-31$0
Assets. Value of employer real property at end of year2011-08-31$0
Assets. Value of employer real property at beginning of year2011-08-31$0
Contributions received in cash from employer2011-08-31$195,815
Employer contributions (assets) at end of year2011-08-31$372
Employer contributions (assets) at beginning of year2011-08-31$0
Income. Dividends from preferred stock2011-08-31$0
Income. Dividends from common stock2011-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$77,586
Asset. Corporate debt instrument preferred debt at end of year2011-08-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-08-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-08-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-08-31$0
Contract administrator fees2011-08-31$0
Assets. Corporate common stocks other than exployer securities at end of year2011-08-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-08-31$0
Liabilities. Value of benefit claims payable at end of year2011-08-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-08-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-08-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-08-31$0
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Aggregate proceeds on sale of assets2011-08-31$0
Aggregate carrying amount (costs) on sale of assets2011-08-31$0
Liabilities. Value of acquisition indebtedness at end of year2011-08-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-08-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31Yes
Opinion of an independent qualified public accountant for this plan2011-08-31Disclaimer
Accountancy firm name2011-08-31GIBSON RUDDOCK PATTERSON, LLC
Accountancy firm EIN2011-08-31261159690

Form 5500 Responses for BOONE TRANSPORTATION, INC. RETIREMENT PLAN

2021: BOONE TRANSPORTATION, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01Submission has been amendedNo
2021-09-01This submission is the final filingNo
2021-09-01This return/report is a short plan year return/report (less than 12 months)No
2021-09-01Plan is a collectively bargained planNo
2021-09-01Plan funding arrangement – InsuranceYes
2021-09-01Plan benefit arrangement – InsuranceYes
2020: BOONE TRANSPORTATION, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Submission has been amendedNo
2020-09-01This submission is the final filingNo
2020-09-01This return/report is a short plan year return/report (less than 12 months)No
2020-09-01Plan is a collectively bargained planNo
2020-09-01Plan funding arrangement – InsuranceYes
2020-09-01Plan benefit arrangement – InsuranceYes
2019: BOONE TRANSPORTATION, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Submission has been amendedNo
2019-09-01This submission is the final filingNo
2019-09-01This return/report is a short plan year return/report (less than 12 months)No
2019-09-01Plan is a collectively bargained planNo
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan benefit arrangement – InsuranceYes
2018: BOONE TRANSPORTATION, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Submission has been amendedNo
2018-09-01This submission is the final filingNo
2018-09-01This return/report is a short plan year return/report (less than 12 months)No
2018-09-01Plan is a collectively bargained planNo
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan benefit arrangement – InsuranceYes
2017: BOONE TRANSPORTATION, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan benefit arrangement – InsuranceYes
2016: BOONE TRANSPORTATION, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan benefit arrangement – InsuranceYes
2015: BOONE TRANSPORTATION, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement - TrustYes
2014: BOONE TRANSPORTATION, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement - TrustYes
2013: BOONE TRANSPORTATION, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement - TrustYes
2012: BOONE TRANSPORTATION, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement - TrustYes
2011: BOONE TRANSPORTATION, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement - TrustYes
2009: BOONE TRANSPORTATION, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number913542
Policy instance 1
Insurance contract or identification number913542
Number of Individuals Covered148
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number089075C
Policy instance 1
Insurance contract or identification number089075C
Number of Individuals Covered141
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $610
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees610
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number089075C
Policy instance 1
Insurance contract or identification number089075C
Number of Individuals Covered147
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $139
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees139
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number089075C
Policy instance 2
Insurance contract or identification number089075C
Number of Individuals Covered141
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $13,221
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees13221
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number089075C
Policy instance 1
Insurance contract or identification number089075C
Number of Individuals Covered141
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number089075C
Policy instance 1
Insurance contract or identification number089075C
Number of Individuals Covered136
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHS310
Policy instance 1
Insurance contract or identification numberPHS310
Number of Individuals Covered141
Insurance policy start date2015-09-01
Insurance policy end date2016-08-31
Total amount of commissions paid to insurance brokerUSD $11,186
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,186
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameFIRST ALLIED SECURITIES INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHS310
Policy instance 1
Insurance contract or identification numberPHS310
Number of Individuals Covered154
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Total amount of commissions paid to insurance brokerUSD $11,099
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,099
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameFIRST ALLIED SECURITIES, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHS310
Policy instance 1
Insurance contract or identification numberPHS310
Number of Individuals Covered158
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Total amount of commissions paid to insurance brokerUSD $10,533
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,533
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameFIRST ALLIED SECURITIES, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHS310
Policy instance 1
Insurance contract or identification numberPHS310
Number of Individuals Covered159
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Total amount of commissions paid to insurance brokerUSD $9,757
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,077
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameFIRST ALLIED SECURITIES INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHS310
Policy instance 1
Insurance contract or identification numberPHS310
Number of Individuals Covered167
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $8,767
Total amount of fees paid to insurance companyUSD $0
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHS310
Policy instance 1
Insurance contract or identification numberPHS310
Number of Individuals Covered173
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $8,350
Total amount of fees paid to insurance companyUSD $0

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