?>
Logo

PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 401k Plan overview

Plan NamePARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN
Plan identification number 001

PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name:PARATRANSIT, INC.
Employer identification number (EIN):942519965
NAIC Classification:485990

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01TIFFANI FINK
0012015-07-01TIFFANI FINK
0012014-07-01STEVE ROBINSON-BURMESTER
0012013-07-01STEVE ROBINSON-BURMESTER
0012012-07-01STEVE ROBINSON-BURMESTER
0012011-07-01LINDA DEAVENS LINDA DEAVENS2013-04-15
0012009-07-01 LINDA DEAVENS2011-04-15

Plan Statistics for PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN

401k plan membership statisitcs for PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN

Measure Date Value
2021: PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01119
Total number of active participants reported on line 7a of the Form 55002021-07-0158
Number of retired or separated participants receiving benefits2021-07-019
Number of other retired or separated participants entitled to future benefits2021-07-0137
Total of all active and inactive participants2021-07-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-011
Total participants2021-07-01105
Number of participants with account balances2021-07-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01136
Total number of active participants reported on line 7a of the Form 55002020-07-0184
Number of retired or separated participants receiving benefits2020-07-013
Number of other retired or separated participants entitled to future benefits2020-07-0129
Total of all active and inactive participants2020-07-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-01117
Number of participants with account balances2020-07-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01153
Total number of active participants reported on line 7a of the Form 55002019-07-0185
Number of retired or separated participants receiving benefits2019-07-017
Number of other retired or separated participants entitled to future benefits2019-07-0143
Total of all active and inactive participants2019-07-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-011
Total participants2019-07-01136
Number of participants with account balances2019-07-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01165
Total number of active participants reported on line 7a of the Form 55002018-07-01125
Number of retired or separated participants receiving benefits2018-07-012
Number of other retired or separated participants entitled to future benefits2018-07-0125
Total of all active and inactive participants2018-07-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-011
Total participants2018-07-01153
Number of participants with account balances2018-07-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01185
Total number of active participants reported on line 7a of the Form 55002017-07-01129
Number of retired or separated participants receiving benefits2017-07-014
Number of other retired or separated participants entitled to future benefits2017-07-0127
Total of all active and inactive participants2017-07-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-011
Total participants2017-07-01161
Number of participants with account balances2017-07-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01231
Total number of active participants reported on line 7a of the Form 55002016-07-01146
Number of retired or separated participants receiving benefits2016-07-016
Number of other retired or separated participants entitled to future benefits2016-07-0131
Total of all active and inactive participants2016-07-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-01184
Number of participants with account balances2016-07-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01170
Total number of active participants reported on line 7a of the Form 55002015-07-01169
Number of retired or separated participants receiving benefits2015-07-0112
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01181
Number of participants with account balances2015-07-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01211
Total number of active participants reported on line 7a of the Form 55002014-07-01170
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01170
Number of participants with account balances2014-07-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01162
Total number of active participants reported on line 7a of the Form 55002013-07-01163
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0111
Total of all active and inactive participants2013-07-01174
Total participants2013-07-01174
Number of participants with account balances2013-07-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01106
Total number of active participants reported on line 7a of the Form 55002012-07-01146
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0116
Total of all active and inactive participants2012-07-01162
Total participants2012-07-01162
Number of participants with account balances2012-07-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01124
Total number of active participants reported on line 7a of the Form 55002011-07-01102
Number of retired or separated participants receiving benefits2011-07-011
Number of other retired or separated participants entitled to future benefits2011-07-019
Total of all active and inactive participants2011-07-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01112
Number of participants with account balances2011-07-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01147
Total number of active participants reported on line 7a of the Form 55002009-07-01130
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-014
Total of all active and inactive participants2009-07-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01134
Number of participants with account balances2009-07-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN

Measure Date Value
2022 : PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-450,739
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,287,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,257,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$610,389
Value of total assets at end of year2022-06-30$6,966,874
Value of total assets at beginning of year2022-06-30$8,704,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$29,896
Total interest from all sources2022-06-30$12,053
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$800,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$82,238
Participant contributions at end of year2022-06-30$294,305
Participant contributions at beginning of year2022-06-30$302,271
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$2,882
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$51,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,737,843
Value of net assets at end of year (total assets less liabilities)2022-06-30$6,966,874
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$8,704,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$29,896
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$5,971,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$7,720,453
Interest on participant loans2022-06-30$12,053
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$663,183
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$641,681
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,073,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$476,924
Employer contributions (assets) at end of year2022-06-30$37,896
Employer contributions (assets) at beginning of year2022-06-30$37,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,257,208
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30BFBA, LLP
Accountancy firm EIN2022-06-30680000424
2021 : PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$2,366,299
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$957,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$927,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$571,461
Value of total assets at end of year2021-06-30$8,704,717
Value of total assets at beginning of year2021-06-30$7,296,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$30,125
Total interest from all sources2021-06-30$12,797
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$800,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$70,237
Participant contributions at end of year2021-06-30$302,271
Participant contributions at beginning of year2021-06-30$293,242
Participant contributions at end of year2021-06-30$2,882
Participant contributions at beginning of year2021-06-30$2,089
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,408,389
Value of net assets at end of year (total assets less liabilities)2021-06-30$8,704,717
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$7,296,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$7,720,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$6,349,740
Interest on participant loans2021-06-30$12,797
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$641,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$611,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,782,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$501,224
Employer contributions (assets) at end of year2021-06-30$37,430
Employer contributions (assets) at beginning of year2021-06-30$40,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$927,785
Contract administrator fees2021-06-30$30,125
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30BFBA, LLP
Accountancy firm EIN2021-06-30680000424
2020 : PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$887,345
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$413,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$385,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$668,612
Value of total assets at end of year2020-06-30$7,296,328
Value of total assets at beginning of year2020-06-30$6,822,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$27,730
Total interest from all sources2020-06-30$14,372
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Administrative expenses professional fees incurred2020-06-30$27,730
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$800,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$76,514
Participant contributions at end of year2020-06-30$293,242
Participant contributions at beginning of year2020-06-30$260,660
Participant contributions at end of year2020-06-30$2,089
Participant contributions at beginning of year2020-06-30$4,335
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$40,584
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$474,186
Value of net assets at end of year (total assets less liabilities)2020-06-30$7,296,328
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$6,822,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$6,349,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$5,889,374
Interest on participant loans2020-06-30$14,372
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$611,112
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$625,388
Net investment gain/loss from pooled separate accounts2020-06-30$204,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30Yes
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$551,514
Employer contributions (assets) at end of year2020-06-30$40,145
Employer contributions (assets) at beginning of year2020-06-30$42,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$385,429
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30BFBA, LLP
Accountancy firm EIN2020-06-30680000424
2019 : PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$1,009,033
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$916,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$888,478
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$675,260
Value of total assets at end of year2019-06-30$6,822,142
Value of total assets at beginning of year2019-06-30$6,730,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$28,464
Total interest from all sources2019-06-30$12,434
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Administrative expenses professional fees incurred2019-06-30$28,464
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$110,267
Participant contributions at end of year2019-06-30$260,660
Participant contributions at beginning of year2019-06-30$322,514
Participant contributions at end of year2019-06-30$4,335
Participant contributions at beginning of year2019-06-30$11,064
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$92,091
Value of net assets at end of year (total assets less liabilities)2019-06-30$6,822,142
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$6,730,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$5,889,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$5,860,509
Interest on participant loans2019-06-30$12,434
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$625,388
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$458,208
Net investment gain/loss from pooled separate accounts2019-06-30$321,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$564,993
Employer contributions (assets) at end of year2019-06-30$42,385
Employer contributions (assets) at beginning of year2019-06-30$77,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$888,478
Contract administrator fees2019-06-30$0
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30BFBA, LLP
Accountancy firm EIN2019-06-30680000424
2018 : PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$1,369,368
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,975,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,945,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$781,548
Value of total assets at end of year2018-06-30$6,730,051
Value of total assets at beginning of year2018-06-30$7,335,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$29,716
Total interest from all sources2018-06-30$15,598
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Administrative expenses professional fees incurred2018-06-30$29,716
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$115,425
Participant contributions at end of year2018-06-30$322,514
Participant contributions at beginning of year2018-06-30$389,617
Participant contributions at end of year2018-06-30$11,064
Participant contributions at beginning of year2018-06-30$5,566
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$48,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-605,684
Value of net assets at end of year (total assets less liabilities)2018-06-30$6,730,051
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$7,335,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$5,860,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$6,414,769
Interest on participant loans2018-06-30$15,598
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$458,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$431,144
Net investment gain/loss from pooled separate accounts2018-06-30$572,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$617,373
Employer contributions (assets) at end of year2018-06-30$77,756
Employer contributions (assets) at beginning of year2018-06-30$94,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,945,336
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BFBA, LLP
Accountancy firm EIN2018-06-30680000424
2017 : PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,677,494
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$971,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$942,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$986,164
Value of total assets at end of year2017-06-30$7,335,735
Value of total assets at beginning of year2017-06-30$6,629,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$29,343
Total interest from all sources2017-06-30$15,860
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Administrative expenses professional fees incurred2017-06-30$0
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$148,989
Participant contributions at end of year2017-06-30$389,617
Participant contributions at beginning of year2017-06-30$383,464
Participant contributions at end of year2017-06-30$5,566
Participant contributions at beginning of year2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$14,041
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-06-30$6,633
Administrative expenses (other) incurred2017-06-30$1,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Income. Non cash contributions2017-06-30$0
Value of net income/loss2017-06-30$706,119
Value of net assets at end of year (total assets less liabilities)2017-06-30$7,335,735
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$6,629,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$6,414,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$5,414,457
Interest on participant loans2017-06-30$15,860
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$431,144
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$769,157
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from pooled separate accounts2017-06-30$675,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$823,134
Employer contributions (assets) at end of year2017-06-30$94,639
Employer contributions (assets) at beginning of year2017-06-30$62,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$935,399
Contract administrator fees2017-06-30$27,693
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BFBA, LLP
Accountancy firm EIN2017-06-30680000424
2016 : PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$927,183
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$209,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$184,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$929,489
Value of total assets at end of year2016-06-30$6,629,616
Value of total assets at beginning of year2016-06-30$5,911,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$24,417
Total interest from all sources2016-06-30$14,062
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Administrative expenses professional fees incurred2016-06-30$0
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$155,944
Participant contributions at end of year2016-06-30$383,464
Participant contributions at beginning of year2016-06-30$229,910
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$48,130
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-06-30$3,948
Administrative expenses (other) incurred2016-06-30$1,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Income. Non cash contributions2016-06-30$0
Value of net income/loss2016-06-30$717,973
Value of net assets at end of year (total assets less liabilities)2016-06-30$6,629,616
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$5,911,643
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$5,414,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$5,109,594
Interest on participant loans2016-06-30$14,062
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$769,157
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$572,139
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$-16,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30Yes
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$725,415
Employer contributions (assets) at end of year2016-06-30$62,538
Employer contributions (assets) at beginning of year2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$180,845
Contract administrator fees2016-06-30$22,467
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BFBA, LLP
Accountancy firm EIN2016-06-30680000424
2015 : PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$840,989
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$772,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$750,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$704,735
Value of total assets at end of year2015-06-30$5,911,643
Value of total assets at beginning of year2015-06-30$5,843,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$22,254
Total interest from all sources2015-06-30$10,454
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Administrative expenses professional fees incurred2015-06-30$0
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$99,449
Participant contributions at end of year2015-06-30$229,910
Participant contributions at beginning of year2015-06-30$182,099
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$4,840
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$238
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-06-30$427,211
Administrative expenses (other) incurred2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Income. Non cash contributions2015-06-30$0
Value of net income/loss2015-06-30$68,156
Value of net assets at end of year (total assets less liabilities)2015-06-30$5,911,643
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$5,843,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$5,109,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$4,983,871
Interest on participant loans2015-06-30$10,454
Interest earned on other investments2015-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$572,139
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$585,464
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$125,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30Yes
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$605,048
Employer contributions (assets) at end of year2015-06-30$0
Employer contributions (assets) at beginning of year2015-06-30$87,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$323,368
Contract administrator fees2015-06-30$22,254
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BFBA, LLP
Accountancy firm EIN2015-06-30680000424
2014 : PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$0
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Expenses. Interest paid2014-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,304,706
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$674,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$647,078
Expenses. Certain deemed distributions of participant loans2014-06-30$0
Value of total corrective distributions2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$611,598
Value of total assets at end of year2014-06-30$5,843,487
Value of total assets at beginning of year2014-06-30$5,213,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$27,217
Total interest from all sources2014-06-30$12,567
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$0
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$67,714
Participant contributions at end of year2014-06-30$182,099
Participant contributions at beginning of year2014-06-30$133,598
Participant contributions at end of year2014-06-30$4,840
Participant contributions at beginning of year2014-06-30$4,168
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$10,023
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$0
Other income not declared elsewhere2014-06-30$0
Administrative expenses (other) incurred2014-06-30$0
Total non interest bearing cash at end of year2014-06-30$0
Total non interest bearing cash at beginning of year2014-06-30$4,966,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Income. Non cash contributions2014-06-30$0
Value of net income/loss2014-06-30$630,411
Value of net assets at end of year (total assets less liabilities)2014-06-30$5,843,487
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$5,213,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$0
Interest on participant loans2014-06-30$4,512
Income. Interest from loans (other than to participants)2014-06-30$0
Interest earned on other investments2014-06-30$8,055
Income. Interest from US Government securities2014-06-30$0
Income. Interest from corporate debt instruments2014-06-30$0
Value of interest in common/collective trusts at end of year2014-06-30$4,983,871
Value of interest in common/collective trusts at beginning of year2014-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$585,464
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$0
Net investment gain or loss from common/collective trusts2014-06-30$680,541
Net gain/loss from 103.12 investment entities2014-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30Yes
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$533,861
Employer contributions (assets) at end of year2014-06-30$87,213
Employer contributions (assets) at beginning of year2014-06-30$109,275
Income. Dividends from preferred stock2014-06-30$0
Income. Dividends from common stock2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$647,078
Contract administrator fees2014-06-30$27,217
Liabilities. Value of benefit claims payable at end of year2014-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$0
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$0
Aggregate carrying amount (costs) on sale of assets2014-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30RICHARDSON AND COMPANY, LLP
Accountancy firm EIN2014-06-30465577902
2013 : PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$0
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Expenses. Interest paid2013-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-06-30$0
Total income from all sources (including contributions)2013-06-30$1,148,106
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$1,135,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,117,124
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Value of total corrective distributions2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$698,687
Value of total assets at end of year2013-06-30$5,213,076
Value of total assets at beginning of year2013-06-30$5,200,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$18,173
Total income from rents2013-06-30$0
Total interest from all sources2013-06-30$21,644
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$91,647
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$91,647
Administrative expenses professional fees incurred2013-06-30$0
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$71,102
Participant contributions at end of year2013-06-30$133,598
Participant contributions at beginning of year2013-06-30$166,823
Participant contributions at end of year2013-06-30$4,168
Participant contributions at beginning of year2013-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$0
Other income not declared elsewhere2013-06-30$0
Administrative expenses (other) incurred2013-06-30$0
Total non interest bearing cash at end of year2013-06-30$4,966,035
Total non interest bearing cash at beginning of year2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Income. Non cash contributions2013-06-30$0
Value of net income/loss2013-06-30$12,809
Value of net assets at end of year (total assets less liabilities)2013-06-30$5,213,076
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$5,200,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$4,356,565
Interest on participant loans2013-06-30$5,444
Income. Interest from loans (other than to participants)2013-06-30$0
Interest earned on other investments2013-06-30$16,200
Income. Interest from US Government securities2013-06-30$0
Income. Interest from corporate debt instruments2013-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$676,879
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$336,128
Net investment gain/loss from pooled separate accounts2013-06-30$0
Net investment gain or loss from common/collective trusts2013-06-30$0
Net gain/loss from 103.12 investment entities2013-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30Yes
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$627,585
Employer contributions (assets) at end of year2013-06-30$109,275
Employer contributions (assets) at beginning of year2013-06-30$0
Income. Dividends from preferred stock2013-06-30$0
Income. Dividends from common stock2013-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,117,124
Contract administrator fees2013-06-30$18,173
Liabilities. Value of benefit claims payable at end of year2013-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$0
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$0
Aggregate carrying amount (costs) on sale of assets2013-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30RICHARDSON AND COMPANY
Accountancy firm EIN2013-06-30680235970
2012 : PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$0
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total transfer of assets to this plan2012-06-30$0
Total transfer of assets from this plan2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$588,213
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$919,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$896,912
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Value of total corrective distributions2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$631,033
Value of total assets at end of year2012-06-30$5,200,267
Value of total assets at beginning of year2012-06-30$5,531,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$22,185
Total income from rents2012-06-30$0
Total interest from all sources2012-06-30$30,650
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$82,029
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$82,029
Administrative expenses professional fees incurred2012-06-30$0
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$250,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Amount of non-exempt transactions with any party-in-interest2012-06-30$0
Contributions received from participants2012-06-30$79,961
Participant contributions at end of year2012-06-30$166,823
Participant contributions at beginning of year2012-06-30$207,358
Participant contributions at end of year2012-06-30$0
Participant contributions at beginning of year2012-06-30$3,163
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$19,593
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$0
Other income not declared elsewhere2012-06-30$0
Administrative expenses (other) incurred2012-06-30$324
Liabilities. Value of operating payables at beginning of year2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-330,884
Value of net assets at end of year (total assets less liabilities)2012-06-30$5,200,267
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$5,531,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-06-30$0
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-06-30$0
Investment advisory and management fees2012-06-30$18,826
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$4,356,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$4,561,085
Interest on participant loans2012-06-30$5,902
Income. Interest from loans (other than to participants)2012-06-30$0
Interest earned on other investments2012-06-30$24,748
Income. Interest from US Government securities2012-06-30$0
Income. Interest from corporate debt instruments2012-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$676,879
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$759,545
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-155,499
Net investment gain/loss from pooled separate accounts2012-06-30$0
Net investment gain or loss from common/collective trusts2012-06-30$0
Net gain/loss from 103.12 investment entities2012-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30Yes
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$531,479
Employer contributions (assets) at end of year2012-06-30$0
Employer contributions (assets) at beginning of year2012-06-30$0
Income. Dividends from preferred stock2012-06-30$0
Income. Dividends from common stock2012-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$896,912
Contract administrator fees2012-06-30$3,035
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$0
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$0
Aggregate carrying amount (costs) on sale of assets2012-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30RICHARDSON AND COMPANY
Accountancy firm EIN2012-06-30680235970
2011 : PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$0
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total transfer of assets to this plan2011-06-30$0
Total transfer of assets from this plan2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$1,364,884
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$420,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$399,296
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Value of total corrective distributions2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$634,415
Value of total assets at end of year2011-06-30$5,531,151
Value of total assets at beginning of year2011-06-30$4,586,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$21,033
Total income from rents2011-06-30$0
Total interest from all sources2011-06-30$34,627
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$86,991
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$86,991
Administrative expenses professional fees incurred2011-06-30$0
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$250,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Amount of non-exempt transactions with any party-in-interest2011-06-30$0
Contributions received from participants2011-06-30$85,308
Participant contributions at end of year2011-06-30$207,358
Participant contributions at beginning of year2011-06-30$197,683
Participant contributions at end of year2011-06-30$3,163
Participant contributions at beginning of year2011-06-30$6,922
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$12,028
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$0
Other income not declared elsewhere2011-06-30$0
Administrative expenses (other) incurred2011-06-30$0
Liabilities. Value of operating payables at beginning of year2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$944,555
Value of net assets at end of year (total assets less liabilities)2011-06-30$5,531,151
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$4,586,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-06-30$0
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-06-30$0
Investment advisory and management fees2011-06-30$5,020
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$4,561,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$3,512,032
Interest on participant loans2011-06-30$9,032
Income. Interest from loans (other than to participants)2011-06-30$0
Interest earned on other investments2011-06-30$25,595
Income. Interest from US Government securities2011-06-30$0
Income. Interest from corporate debt instruments2011-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$759,545
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$869,959
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$608,851
Net investment gain/loss from pooled separate accounts2011-06-30$0
Net investment gain or loss from common/collective trusts2011-06-30$0
Net gain/loss from 103.12 investment entities2011-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$537,079
Employer contributions (assets) at end of year2011-06-30$0
Employer contributions (assets) at beginning of year2011-06-30$0
Income. Dividends from preferred stock2011-06-30$0
Income. Dividends from common stock2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$399,296
Contract administrator fees2011-06-30$16,013
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$0
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$0
Aggregate carrying amount (costs) on sale of assets2011-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30RICHARDSON AND COMPANY
Accountancy firm EIN2011-06-30680235970

Form 5500 Responses for PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN

2021: PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: PARATRANSIT, INC. TAX DEFERRED ANNUITY SAVINGS PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG75901
Policy instance 1
Insurance contract or identification numberG75901
Number of Individuals Covered92
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG75901
Policy instance 1
Insurance contract or identification numberG75901
Number of Individuals Covered101
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG75901
Policy instance 1
Insurance contract or identification numberG75901
Number of Individuals Covered119
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG75901
Policy instance 1
Insurance contract or identification numberG75901
Number of Individuals Covered125
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG75901
Policy instance 1
Insurance contract or identification numberG75901
Number of Individuals Covered125
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG75901
Policy instance 1
Insurance contract or identification numberG75901
Number of Individuals Covered138
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with allocated funds for individual policies?No
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 Administration0
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?Yes
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG75901
Policy instance 1
Insurance contract or identification numberG75901
Number of Individuals Covered128
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Are there contracts with allocated funds for individual policies?No
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 Administration0
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?Yes
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG75901
Policy instance 1
Insurance contract or identification numberG75901
Number of Individuals Covered111
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Are there contracts with allocated funds for individual policies?No
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 Administration0
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?Yes
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered0
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Are there contracts with allocated funds for individual policies?No
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 Administration0
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?Yes
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
Welfare Benefit Premiums Paid to CarrierUSD $49,009
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered112
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered116
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $4,445
Total amount of fees paid to insurance companyUSD $9,991
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
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
Contracts With Unallocated Funds Deposit Administration0
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
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
Welfare Benefit Premiums Paid to CarrierUSD $40,339

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3