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BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 401k Plan overview

Plan NameBLUE BIRD, INC. CAPITAL ACCUMULATION PLAN
Plan identification number 001

BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01RACHEL DARLINGTON STEVE WALTER2018-10-09
0012016-01-01RACHEL DARLINGTON STEVE WALTER2017-10-12
0012015-01-01RACHEL DARLINGTON STEVE WALTER2016-09-27
0012014-01-01RACHEL DARLINGTON STEVE WALTER2015-10-01
0012013-01-01RACHEL DARLINGTON STEVE WALTER2014-10-14
0012012-01-01RACHEL DARLINGTON STEVE WALTER2013-10-11
0012011-01-01RACHEL DARLINGTON STEVE WALTER2012-10-15
0012010-01-01RACHEL DARLINGTON STEVE WALTER2011-10-13
0012009-01-01RACHEL DARLINGTON STEVE WALTER2010-10-13

Plan Statistics for BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN

401k plan membership statisitcs for BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN

Measure Date Value
2023: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01321
Total number of active participants reported on line 7a of the Form 55002023-01-01350
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0130
Total of all active and inactive participants2023-01-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01380
Number of participants with account balances2023-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01383
Total number of active participants reported on line 7a of the Form 55002022-01-01288
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0133
Total of all active and inactive participants2022-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01321
Number of participants with account balances2022-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01395
Total number of active participants reported on line 7a of the Form 55002021-01-01352
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0131
Total of all active and inactive participants2021-01-01383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01383
Number of participants with account balances2021-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01412
Total number of active participants reported on line 7a of the Form 55002020-01-01365
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0130
Total of all active and inactive participants2020-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01395
Number of participants with account balances2020-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01397
Total number of active participants reported on line 7a of the Form 55002019-01-01390
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0122
Total of all active and inactive participants2019-01-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01412
Number of participants with account balances2019-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01435
Total number of active participants reported on line 7a of the Form 55002018-01-01375
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0122
Total of all active and inactive participants2018-01-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01397
Number of participants with account balances2018-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01442
Total number of active participants reported on line 7a of the Form 55002017-01-01415
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0120
Total of all active and inactive participants2017-01-01435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01435
Number of participants with account balances2017-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01403
Total number of active participants reported on line 7a of the Form 55002016-01-01423
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-01440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01440
Number of participants with account balances2016-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01406
Total number of active participants reported on line 7a of the Form 55002015-01-01387
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0116
Total of all active and inactive participants2015-01-01403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01403
Number of participants with account balances2015-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01404
Total number of active participants reported on line 7a of the Form 55002014-01-01391
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-01406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01406
Number of participants with account balances2014-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01424
Total number of active participants reported on line 7a of the Form 55002013-01-01386
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0118
Total of all active and inactive participants2013-01-01404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01404
Number of participants with account balances2013-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01425
Total number of active participants reported on line 7a of the Form 55002012-01-01391
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0124
Total of all active and inactive participants2012-01-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01415
Number of participants with account balances2012-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0111
2011: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01412
Total number of active participants reported on line 7a of the Form 55002011-01-01402
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01425
Number of participants with account balances2011-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01414
Total number of active participants reported on line 7a of the Form 55002010-01-01367
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0126
Total of all active and inactive participants2010-01-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01393
Number of participants with account balances2010-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01438
Total number of active participants reported on line 7a of the Form 55002009-01-01369
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0131
Total of all active and inactive participants2009-01-01400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01400
Number of participants with account balances2009-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN

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 incurred2023-12-31$359,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$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 year2023-12-31$4,769,164
Value of total assets at beginning of year2023-12-31$4,189,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$21,824
Total interest from all sources2023-12-31$19
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$219,046
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$581
Total non interest bearing cash at beginning of year2023-12-31$532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$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)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$21,824
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$3,841,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$3,171,107
Value of interest in common/collective trusts at end of year2023-12-31$927,034
Value of interest in common/collective trusts at beginning of year2023-12-31$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 trusts2023-12-31$22,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$72,971
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$337,504
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CORDELL, NEHER & COMPANY, PLLC
Accountancy firm EIN2023-12-31910950793
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 incurred2022-12-31$333,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$4,189,576
Value of total assets at beginning of year2022-12-31$5,009,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$22,242
Total interest from all sources2022-12-31$8
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$206,328
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,500
Total non interest bearing cash at end of year2022-12-31$532
Total non interest bearing cash at beginning of year2022-12-31$2,856
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$22,242
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,171,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,269,318
Value of interest in common/collective trusts at end of year2022-12-31$1,017,937
Value of interest in common/collective trusts at beginning of year2022-12-31$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 trusts2022-12-31$13,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$76,816
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$310,972
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CORDELL, NEHER & COMPANY, PLLC
Accountancy firm EIN2022-12-31910950793
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 incurred2021-12-31$691,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$5,009,347
Value of total assets at beginning of year2021-12-31$4,892,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$24,139
Total interest from all sources2021-12-31$1
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$75,535
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$427
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,500
Total non interest bearing cash at end of year2021-12-31$2,856
Total non interest bearing cash at beginning of year2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$24,139
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,269,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,876,408
Value of interest in common/collective trusts at end of year2021-12-31$737,173
Value of interest in common/collective trusts at beginning of year2021-12-31$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 trusts2021-12-31$12,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$196,809
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$667,747
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CORDELL, NEHER & COMPANY, PLLC
Accountancy firm EIN2021-12-31910950793
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 incurred2020-12-31$719,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$4,892,337
Value of total assets at beginning of year2020-12-31$4,835,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$22,918
Total interest from all sources2020-12-31$3
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$490,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$208,954
Participant contributions at end of year2020-12-31$427
Participant contributions at beginning of year2020-12-31$99
Total non interest bearing cash at end of year2020-12-31$1,775
Total non interest bearing cash at beginning of year2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$22,918
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,876,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,093,658
Value of interest in common/collective trusts at end of year2020-12-31$1,013,513
Value of interest in common/collective trusts at beginning of year2020-12-31$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 trusts2020-12-31$15,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$79,386
Employer contributions (assets) at end of year2020-12-31$214
Employer contributions (assets) at beginning of year2020-12-31$37
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$696,315
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CORDELL, NEHER & COMPANY, PLLC
Accountancy firm EIN2020-12-31910950793
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 incurred2019-12-31$609,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$4,835,369
Value of total assets at beginning of year2019-12-31$4,260,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,776
Total interest from all sources2019-12-31$42
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$300,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$237,469
Participant contributions at end of year2019-12-31$99
Participant contributions at beginning of year2019-12-31$3,976
Total non interest bearing cash at end of year2019-12-31$1,645
Total non interest bearing cash at beginning of year2019-12-31$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 appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$22,776
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,093,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,521,128
Value of interest in common/collective trusts at end of year2019-12-31$739,930
Value of interest in common/collective trusts at beginning of year2019-12-31$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 trusts2019-12-31$13,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$85,805
Employer contributions (assets) at end of year2019-12-31$37
Employer contributions (assets) at beginning of year2019-12-31$1,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$587,054
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CORDELL NEHER & COMPANY
Accountancy firm EIN2019-12-31910363620
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 incurred2018-12-31$466,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$4,260,344
Value of total assets at beginning of year2018-12-31$4,558,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$35,835
Total interest from all sources2018-12-31$40
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$308,046
Participant contributions at end of year2018-12-31$3,976
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$7,505
Total non interest bearing cash at end of year2018-12-31$11,647
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$35,835
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,521,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,906,162
Value of interest in common/collective trusts at end of year2018-12-31$722,385
Value of interest in common/collective trusts at beginning of year2018-12-31$641,835
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$10,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$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 trusts2018-12-31$11,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$93,691
Employer contributions (assets) at end of year2018-12-31$1,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$430,749
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CORDELL NEHER & COMPANY
Accountancy firm EIN2018-12-31910363620
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 incurred2017-12-31$202,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$4,558,461
Value of total assets at beginning of year2017-12-31$3,821,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$19,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31No
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$273,556
Participant contributions at beginning of year2017-12-31$9
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$7,505
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$825
Administrative expenses (other) incurred2017-12-31$19,288
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,906,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,243,158
Value of interest in common/collective trusts at end of year2017-12-31$641,835
Value of interest in common/collective trusts at beginning of year2017-12-31$577,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$10,464
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$837
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$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 trusts2017-12-31$7,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$84,830
Employer contributions (assets) at beginning of year2017-12-31$3
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$182,852
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CORDELL NEHER & COMPANY
Accountancy firm EIN2017-12-31910363620
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 incurred2016-12-31$258,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$3,821,669
Value of total assets at beginning of year2016-12-31$3,505,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$22,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$242,444
Participant contributions at end of year2016-12-31$9
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$825
Administrative expenses (other) incurred2016-12-31$22,324
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$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 appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,243,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,868,355
Value of interest in common/collective trusts at end of year2016-12-31$577,662
Value of interest in common/collective trusts at beginning of year2016-12-31$625,860
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$837
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$12
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$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 trusts2016-12-31$7,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$79,521
Employer contributions (assets) at end of year2016-12-31$3
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$235,928
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CORDELL NEHER & COMPANY
Accountancy firm EIN2016-12-31910363620
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 incurred2015-12-31$287,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$3,505,546
Value of total assets at beginning of year2015-12-31$3,475,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$21,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$244,782
Participant contributions at beginning of year2015-12-31$8,294
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$3,409
Total non interest bearing cash at end of year2015-12-31$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 appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$21,784
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,868,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,693,685
Value of interest in common/collective trusts at end of year2015-12-31$625,860
Value of interest in common/collective trusts at beginning of year2015-12-31$767,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$12
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-12,295
Net investment gain or loss from common/collective trusts2015-12-31$6,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$82,200
Employer contributions (assets) at beginning of year2015-12-31$2,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$265,790
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CORDELL NEHER & COMPANY
Accountancy firm EIN2015-12-31910363620
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 incurred2014-12-31$288,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$3,475,807
Value of total assets at beginning of year2014-12-31$3,269,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$21,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$350,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$217,250
Participant contributions at end of year2014-12-31$8,294
Participant contributions at beginning of year2014-12-31$6,447
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$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 appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$21,061
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,693,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,422,937
Value of interest in common/collective trusts at end of year2014-12-31$767,625
Value of interest in common/collective trusts at beginning of year2014-12-31$837,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,420
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$882
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$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 trusts2014-12-31$5,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$73,032
Employer contributions (assets) at end of year2014-12-31$2,783
Employer contributions (assets) at beginning of year2014-12-31$2,211
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$267,685
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CORDELL NEHER & COMPANY
Accountancy firm EIN2014-12-31910363620
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 incurred2013-12-31$215,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$3,269,677
Value of total assets at beginning of year2013-12-31$2,782,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$20,030
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$150,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$201,316
Participant contributions at end of year2013-12-31$6,447
Participant contributions at beginning of year2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$20,030
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,422,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,061,575
Value of interest in common/collective trusts at end of year2013-12-31$837,200
Value of interest in common/collective trusts at beginning of year2013-12-31$701,421
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$882
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$10,018
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$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 trusts2013-12-31$5,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$67,912
Employer contributions (assets) at end of year2013-12-31$2,211
Employer contributions (assets) at beginning of year2013-12-31$2,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$195,400
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CORDELL NEHER & COMPANY
Accountancy firm EIN2013-12-31910363620
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 incurred2012-12-31$133,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$2,782,292
Value of total assets at beginning of year2012-12-31$2,289,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$18,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$197,509
Participant contributions at end of year2012-12-31$6,937
Participant contributions at beginning of year2012-12-31$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 appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$18,021
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,061,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,646,627
Value of interest in common/collective trusts at end of year2012-12-31$701,421
Value of interest in common/collective trusts at beginning of year2012-12-31$642,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$10,018
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$131
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$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 trusts2012-12-31$7,189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$66,639
Employer contributions (assets) at end of year2012-12-31$2,341
Employer contributions (assets) at beginning of year2012-12-31$33
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$115,940
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CORDEL NEHER & COMPANY
Accountancy firm EIN2012-12-31910363620
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 incurred2011-12-31$95,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$2,289,356
Value of total assets at beginning of year2011-12-31$2,146,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$167,418
Participant contributions at end of year2011-12-31$110
Participant contributions at beginning of year2011-12-31$934
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$16,879
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,646,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,503,611
Value of interest in common/collective trusts at end of year2011-12-31$642,455
Value of interest in common/collective trusts at beginning of year2011-12-31$641,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$131
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$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 trusts2011-12-31$11,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$56,913
Employer contributions (assets) at end of year2011-12-31$33
Employer contributions (assets) at beginning of year2011-12-31$165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$78,528
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CORDELL, NEHER & COMPANY,PLLC
Accountancy firm EIN2011-12-31910363620
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 incurred2010-12-31$318,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$2,146,028
Value of total assets at beginning of year2010-12-31$2,060,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$18,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$150,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$156,652
Participant contributions at end of year2010-12-31$934
Administrative expenses (other) incurred2010-12-31$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$16,824
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,503,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,419,926
Value of interest in common/collective trusts at end of year2010-12-31$641,318
Value of interest in common/collective trusts at beginning of year2010-12-31$631,934
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$8,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$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 trusts2010-12-31$10,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$53,625
Employer contributions (assets) at end of year2010-12-31$165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$299,789
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CORDELL, NEHER & COMPANY,PLLC
Accountancy firm EIN2010-12-31910363620

Form 5500 Responses for BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN

2023: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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