Plan Name | BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | BLUE BIRD, INC. |
Employer identification number (EIN): | 910363620 |
NAIC Classification: | 115110 |
Additional information about BLUE BIRD, INC.
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 1917-02-09 |
Company Identification Number: | 047000012 |
Legal Registered Office Address: |
10135 MILL RD PESHASTIN United States of America (USA) 988479759 |
More information about BLUE BIRD, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | ||||
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | RACHEL DARLINGTON | STEVE WALTER | 2018-10-09 | |
001 | 2016-01-01 | RACHEL DARLINGTON | STEVE WALTER | 2017-10-12 | |
001 | 2015-01-01 | RACHEL DARLINGTON | STEVE WALTER | 2016-09-27 | |
001 | 2014-01-01 | RACHEL DARLINGTON | STEVE WALTER | 2015-10-01 | |
001 | 2013-01-01 | RACHEL DARLINGTON | STEVE WALTER | 2014-10-14 | |
001 | 2012-01-01 | RACHEL DARLINGTON | STEVE WALTER | 2013-10-11 | |
001 | 2011-01-01 | RACHEL DARLINGTON | STEVE WALTER | 2012-10-15 | |
001 | 2010-01-01 | RACHEL DARLINGTON | STEVE WALTER | 2011-10-13 | |
001 | 2009-01-01 | RACHEL DARLINGTON | STEVE WALTER | 2010-10-13 |
Measure | Date | Value |
---|---|---|
2023: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 321 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 350 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 30 |
Total of all active and inactive participants | 2023-01-01 | 380 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 380 |
Number of participants with account balances | 2023-01-01 | 70 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 383 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 288 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 33 |
Total of all active and inactive participants | 2022-01-01 | 321 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 321 |
Number of participants with account balances | 2022-01-01 | 74 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 3 |
2021: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 395 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 352 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 31 |
Total of all active and inactive participants | 2021-01-01 | 383 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 383 |
Number of participants with account balances | 2021-01-01 | 80 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
2020: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 412 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 365 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 30 |
Total of all active and inactive participants | 2020-01-01 | 395 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 395 |
Number of participants with account balances | 2020-01-01 | 81 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 3 |
2019: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 397 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 390 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 22 |
Total of all active and inactive participants | 2019-01-01 | 412 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 412 |
Number of participants with account balances | 2019-01-01 | 75 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 435 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 375 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 22 |
Total of all active and inactive participants | 2018-01-01 | 397 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 397 |
Number of participants with account balances | 2018-01-01 | 74 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
2017: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 442 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 415 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 20 |
Total of all active and inactive participants | 2017-01-01 | 435 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 435 |
Number of participants with account balances | 2017-01-01 | 74 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
2016: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 403 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 423 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 17 |
Total of all active and inactive participants | 2016-01-01 | 440 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 440 |
Number of participants with account balances | 2016-01-01 | 76 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 406 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 387 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 16 |
Total of all active and inactive participants | 2015-01-01 | 403 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 403 |
Number of participants with account balances | 2015-01-01 | 72 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 404 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 391 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 15 |
Total of all active and inactive participants | 2014-01-01 | 406 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 406 |
Number of participants with account balances | 2014-01-01 | 78 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 424 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 386 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 18 |
Total of all active and inactive participants | 2013-01-01 | 404 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 404 |
Number of participants with account balances | 2013-01-01 | 79 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 3 |
2012: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 425 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 391 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 24 |
Total of all active and inactive participants | 2012-01-01 | 415 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 415 |
Number of participants with account balances | 2012-01-01 | 83 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 11 |
2011: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 412 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 402 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 23 |
Total of all active and inactive participants | 2011-01-01 | 425 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 425 |
Number of participants with account balances | 2011-01-01 | 85 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 414 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 367 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 26 |
Total of all active and inactive participants | 2010-01-01 | 393 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 393 |
Number of participants with account balances | 2010-01-01 | 84 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 438 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 369 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 31 |
Total of all active and inactive participants | 2009-01-01 | 400 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 400 |
Number of participants with account balances | 2009-01-01 | 85 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
---|---|---|
2023 : BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2023 401k financial data | ||
Total income from all sources (including contributions) | 2023-12-31 | $938,916 |
Total of all expenses incurred | 2023-12-31 | $359,328 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $337,504 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $292,017 |
Value of total assets at end of year | 2023-12-31 | $4,769,164 |
Value of total assets at beginning of year | 2023-12-31 | $4,189,576 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $21,824 |
Total interest from all sources | 2023-12-31 | $19 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Contributions received from participants | 2023-12-31 | $219,046 |
Participant contributions at end of year | 2023-12-31 | $0 |
Participant contributions at beginning of year | 2023-12-31 | $0 |
Total non interest bearing cash at end of year | 2023-12-31 | $581 |
Total non interest bearing cash at beginning of year | 2023-12-31 | $532 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $579,588 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $4,769,164 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $4,189,576 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Investment advisory and management fees | 2023-12-31 | $21,824 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $3,841,549 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $3,171,107 |
Value of interest in common/collective trusts at end of year | 2023-12-31 | $927,034 |
Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $1,017,937 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $19 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $624,610 |
Net investment gain or loss from common/collective trusts | 2023-12-31 | $22,270 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Contributions received in cash from employer | 2023-12-31 | $72,971 |
Employer contributions (assets) at end of year | 2023-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2023-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $337,504 |
Did the plan have assets held for investment | 2023-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | CORDELL, NEHER & COMPANY, PLLC |
Accountancy firm EIN | 2023-12-31 | 910950793 |
2022 : BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2022 401k financial data | ||
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1,500 |
Total income from all sources (including contributions) | 2022-12-31 | $-485,057 |
Total of all expenses incurred | 2022-12-31 | $333,214 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $310,972 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $283,144 |
Value of total assets at end of year | 2022-12-31 | $4,189,576 |
Value of total assets at beginning of year | 2022-12-31 | $5,009,347 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $22,242 |
Total interest from all sources | 2022-12-31 | $8 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $206,328 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $1,500 |
Total non interest bearing cash at end of year | 2022-12-31 | $532 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $2,856 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-818,271 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $4,189,576 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,007,847 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $22,242 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $3,171,107 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $4,269,318 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $1,017,937 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $737,173 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $8 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-782,057 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $13,848 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $76,816 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $310,972 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CORDELL, NEHER & COMPANY, PLLC |
Accountancy firm EIN | 2022-12-31 | 910950793 |
2021 : BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2021 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,500 |
Total income from all sources (including contributions) | 2021-12-31 | $807,396 |
Total of all expenses incurred | 2021-12-31 | $691,886 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $667,747 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $272,344 |
Value of total assets at end of year | 2021-12-31 | $5,009,347 |
Value of total assets at beginning of year | 2021-12-31 | $4,892,337 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $24,139 |
Total interest from all sources | 2021-12-31 | $1 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $75,535 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $427 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $1,500 |
Total non interest bearing cash at end of year | 2021-12-31 | $2,856 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $1,775 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $115,510 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $5,007,847 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,892,337 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $24,139 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $4,269,318 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $3,876,408 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $737,173 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $1,013,513 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $1 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $522,485 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $12,566 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $196,809 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $214 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $667,747 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CORDELL, NEHER & COMPANY, PLLC |
Accountancy firm EIN | 2021-12-31 | 910950793 |
2020 : BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2020 401k financial data | ||
Total income from all sources (including contributions) | 2020-12-31 | $776,201 |
Total of all expenses incurred | 2020-12-31 | $719,233 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $696,315 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $288,340 |
Value of total assets at end of year | 2020-12-31 | $4,892,337 |
Value of total assets at beginning of year | 2020-12-31 | $4,835,369 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $22,918 |
Total interest from all sources | 2020-12-31 | $3 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $490,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $208,954 |
Participant contributions at end of year | 2020-12-31 | $427 |
Participant contributions at beginning of year | 2020-12-31 | $99 |
Total non interest bearing cash at end of year | 2020-12-31 | $1,775 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $1,645 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $56,968 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $4,892,337 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,835,369 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $22,918 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $3,876,408 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $4,093,658 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $1,013,513 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $739,930 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $3 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $472,126 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $15,732 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $79,386 |
Employer contributions (assets) at end of year | 2020-12-31 | $214 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $37 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $696,315 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CORDELL, NEHER & COMPANY, PLLC |
Accountancy firm EIN | 2020-12-31 | 910950793 |
2019 : BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2019 401k financial data | ||
Total income from all sources (including contributions) | 2019-12-31 | $1,184,855 |
Total of all expenses incurred | 2019-12-31 | $609,830 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $587,054 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $323,274 |
Value of total assets at end of year | 2019-12-31 | $4,835,369 |
Value of total assets at beginning of year | 2019-12-31 | $4,260,344 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $22,776 |
Total interest from all sources | 2019-12-31 | $42 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $237,469 |
Participant contributions at end of year | 2019-12-31 | $99 |
Participant contributions at beginning of year | 2019-12-31 | $3,976 |
Total non interest bearing cash at end of year | 2019-12-31 | $1,645 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $11,647 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $575,025 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $4,835,369 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,260,344 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $22,776 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $4,093,658 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,521,128 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $739,930 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $722,385 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $42 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $847,688 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $13,851 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $85,805 |
Employer contributions (assets) at end of year | 2019-12-31 | $37 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,208 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $587,054 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CORDELL NEHER & COMPANY |
Accountancy firm EIN | 2019-12-31 | 910363620 |
2018 : BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2018 401k financial data | ||
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $7,505 |
Total income from all sources (including contributions) | 2018-12-31 | $175,972 |
Total of all expenses incurred | 2018-12-31 | $466,584 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $430,749 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $401,737 |
Value of total assets at end of year | 2018-12-31 | $4,260,344 |
Value of total assets at beginning of year | 2018-12-31 | $4,558,461 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $35,835 |
Total interest from all sources | 2018-12-31 | $40 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $308,046 |
Participant contributions at end of year | 2018-12-31 | $3,976 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $7,505 |
Total non interest bearing cash at end of year | 2018-12-31 | $11,647 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-290,612 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $4,260,344 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,550,956 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $35,835 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $3,521,128 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $3,906,162 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $722,385 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $641,835 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $10,464 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $10,464 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $40 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-237,011 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $11,206 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $93,691 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,208 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $430,749 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CORDELL NEHER & COMPANY |
Accountancy firm EIN | 2018-12-31 | 910363620 |
2017 : BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2017 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $7,505 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $825 |
Total income from all sources (including contributions) | 2017-12-31 | $932,252 |
Total of all expenses incurred | 2017-12-31 | $202,140 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $182,852 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $358,386 |
Value of total assets at end of year | 2017-12-31 | $4,558,461 |
Value of total assets at beginning of year | 2017-12-31 | $3,821,669 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $19,288 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | No |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $273,556 |
Participant contributions at beginning of year | 2017-12-31 | $9 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $7,505 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $825 |
Administrative expenses (other) incurred | 2017-12-31 | $19,288 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $730,112 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $4,550,956 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,820,844 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $3,906,162 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,243,158 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $641,835 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $577,662 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $10,464 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $837 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $837 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $565,929 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $7,937 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $84,830 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $3 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $182,852 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | CORDELL NEHER & COMPANY |
Accountancy firm EIN | 2017-12-31 | 910363620 |
2016 : BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2016 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $825 |
Total income from all sources (including contributions) | 2016-12-31 | $573,550 |
Total of all expenses incurred | 2016-12-31 | $258,252 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $235,928 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $321,965 |
Value of total assets at end of year | 2016-12-31 | $3,821,669 |
Value of total assets at beginning of year | 2016-12-31 | $3,505,546 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $22,324 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $242,444 |
Participant contributions at end of year | 2016-12-31 | $9 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $825 |
Administrative expenses (other) incurred | 2016-12-31 | $22,324 |
Total non interest bearing cash at end of year | 2016-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $11,319 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $315,298 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $3,820,844 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,505,546 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $3,243,158 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $2,868,355 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $577,662 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $625,860 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $837 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $12 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $12 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $243,846 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $7,739 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $79,521 |
Employer contributions (assets) at end of year | 2016-12-31 | $3 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $235,928 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CORDELL NEHER & COMPANY |
Accountancy firm EIN | 2016-12-31 | 910363620 |
2015 : BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2015 401k financial data | ||
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $3,409 |
Total income from all sources (including contributions) | 2015-12-31 | $320,722 |
Total of all expenses incurred | 2015-12-31 | $287,574 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $265,790 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $326,982 |
Value of total assets at end of year | 2015-12-31 | $3,505,546 |
Value of total assets at beginning of year | 2015-12-31 | $3,475,807 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $21,784 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $244,782 |
Participant contributions at beginning of year | 2015-12-31 | $8,294 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $3,409 |
Total non interest bearing cash at end of year | 2015-12-31 | $11,319 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $33,148 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $3,505,546 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,472,398 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $21,784 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $2,868,355 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,693,685 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $625,860 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $767,625 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $12 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $3,420 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $3,420 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-12,295 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $6,035 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $82,200 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $2,783 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $265,790 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | CORDELL NEHER & COMPANY |
Accountancy firm EIN | 2015-12-31 | 910363620 |
2014 : BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2014 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $3,409 |
Total income from all sources (including contributions) | 2014-12-31 | $491,467 |
Total of all expenses incurred | 2014-12-31 | $288,746 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $267,685 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $290,282 |
Value of total assets at end of year | 2014-12-31 | $3,475,807 |
Value of total assets at beginning of year | 2014-12-31 | $3,269,677 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $21,061 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $350,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $217,250 |
Participant contributions at end of year | 2014-12-31 | $8,294 |
Participant contributions at beginning of year | 2014-12-31 | $6,447 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $3,409 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $202,721 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $3,472,398 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,269,677 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $21,061 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $2,693,685 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $2,422,937 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $767,625 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $837,200 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $3,420 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $882 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $882 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $195,500 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $5,685 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $73,032 |
Employer contributions (assets) at end of year | 2014-12-31 | $2,783 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $2,211 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $267,685 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | CORDELL NEHER & COMPANY |
Accountancy firm EIN | 2014-12-31 | 910363620 |
2013 : BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2013 401k financial data | ||
Total income from all sources (including contributions) | 2013-12-31 | $702,815 |
Total of all expenses incurred | 2013-12-31 | $215,430 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $195,400 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $277,773 |
Value of total assets at end of year | 2013-12-31 | $3,269,677 |
Value of total assets at beginning of year | 2013-12-31 | $2,782,292 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $20,030 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $150,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $201,316 |
Participant contributions at end of year | 2013-12-31 | $6,447 |
Participant contributions at beginning of year | 2013-12-31 | $6,937 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $8,545 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $487,385 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $3,269,677 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,782,292 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $20,030 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $2,422,937 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $2,061,575 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $837,200 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $701,421 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $882 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $10,018 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $10,018 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $419,317 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $5,725 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $67,912 |
Employer contributions (assets) at end of year | 2013-12-31 | $2,211 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $2,341 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $195,400 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | CORDELL NEHER & COMPANY |
Accountancy firm EIN | 2013-12-31 | 910363620 |
2012 : BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2012 401k financial data | ||
Total income from all sources (including contributions) | 2012-12-31 | $626,897 |
Total of all expenses incurred | 2012-12-31 | $133,961 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $115,940 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $350,075 |
Value of total assets at end of year | 2012-12-31 | $2,782,292 |
Value of total assets at beginning of year | 2012-12-31 | $2,289,356 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $18,021 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $197,509 |
Participant contributions at end of year | 2012-12-31 | $6,937 |
Participant contributions at beginning of year | 2012-12-31 | $110 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $85,927 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $492,936 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,782,292 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,289,356 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $18,021 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $2,061,575 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,646,627 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $701,421 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $642,455 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $10,018 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $131 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $131 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $269,633 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $7,189 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $66,639 |
Employer contributions (assets) at end of year | 2012-12-31 | $2,341 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $33 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $115,940 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | CORDEL NEHER & COMPANY |
Accountancy firm EIN | 2012-12-31 | 910363620 |
2011 : BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2011 401k financial data | ||
Total income from all sources (including contributions) | 2011-12-31 | $238,735 |
Total of all expenses incurred | 2011-12-31 | $95,407 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $78,528 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $224,331 |
Value of total assets at end of year | 2011-12-31 | $2,289,356 |
Value of total assets at beginning of year | 2011-12-31 | $2,146,028 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $16,879 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $167,418 |
Participant contributions at end of year | 2011-12-31 | $110 |
Participant contributions at beginning of year | 2011-12-31 | $934 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $143,328 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,289,356 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,146,028 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $16,879 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,646,627 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,503,611 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $642,455 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $641,318 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $131 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $2,507 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $11,897 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $56,913 |
Employer contributions (assets) at end of year | 2011-12-31 | $33 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $165 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $78,528 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | CORDELL, NEHER & COMPANY,PLLC |
Accountancy firm EIN | 2011-12-31 | 910363620 |
2010 : BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2010 401k financial data | ||
Total income from all sources (including contributions) | 2010-12-31 | $404,505 |
Total of all expenses incurred | 2010-12-31 | $318,532 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $299,789 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $210,277 |
Value of total assets at end of year | 2010-12-31 | $2,146,028 |
Value of total assets at beginning of year | 2010-12-31 | $2,060,055 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $18,743 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $150,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $156,652 |
Participant contributions at end of year | 2010-12-31 | $934 |
Administrative expenses (other) incurred | 2010-12-31 | $1,919 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $85,973 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,146,028 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,060,055 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $16,824 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $1,503,611 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,419,926 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $641,318 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $631,934 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $8,195 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $8,195 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $183,733 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $10,495 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $53,625 |
Employer contributions (assets) at end of year | 2010-12-31 | $165 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $299,789 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | CORDELL, NEHER & COMPANY,PLLC |
Accountancy firm EIN | 2010-12-31 | 910363620 |
2023: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2022 form 5500 responses | ||
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |