401k Plan data: BONANZA ACQUISITION, LLC RETIREMENT PLAN FOR UNION EMPLOYEES plan

BONANZA ACQUISITION, LLC RETIREMENT PLAN FOR UNION EMPLOYEES 401k Plan overview

Plan Name	BONANZA ACQUISITION, LLC RETIREMENT PLAN FOR UNION EMPLOYEES
Plan identification number	002

BONANZA ACQUISITION, LLC RETIREMENT PLAN FOR UNION EMPLOYEES Benefits

401k Plan Type

Defined 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

BONANZA ACQUISITION LLC has sponsored the creation of one or more 401k plans.

Company Name: BONANZA ACQUISITION LLC

Employer identification number (EIN): 050540546

NAIC Classification: 485210
NAIC Description: Interurban and Rural Bus Transportation

Additional information about BONANZA ACQUISITION LLC

Jurisdiction of Incorporation: Secretary of State Rhode Island

Incorporation Date:

Company Identification Number: 000130728

More information about BONANZA ACQUISITION LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BONANZA ACQUISITION, LLC RETIREMENT PLAN FOR UNION EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 BRIAN R. STEFANO 2024-10-11
002 2022-01-01 BRIAN R. STEFANO 2023-10-12
002 2021-01-01 BRIAN R. STEFANO 2022-10-13
002 2020-01-01 BRIAN R. STEFANO 2021-10-14
002 2019-01-01 BRIAN R. STEFANO 2020-10-14
002 2018-01-01 BRIAN R. STEFANO 2019-10-15
002 2017-01-01 BRIAN R. STEFANO 2018-10-12
002 2016-01-01 BRIAN R. STEFANO 2017-10-12
002 2015-01-01 BRIAN R. STEFANO 2016-10-14
002 2014-01-01 BRIAN R. STEFANO 2015-10-15
002 2013-01-01 BRIAN R. STEFANO 2014-10-10
002 2012-01-01 BRIAN R. STEFANO 2013-10-09
002 2011-01-01 BRIAN R. STEFANO 2012-10-12
002 2010-01-01 BRIAN R. STEFANO
002 2009-01-01 BRIAN R. STEFANO BRIAN R. STEFANO 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	BRIAN R. STEFANO	2024-10-11
002	2022-01-01	BRIAN R. STEFANO	2023-10-12
002	2021-01-01	BRIAN R. STEFANO	2022-10-13
002	2020-01-01	BRIAN R. STEFANO	2021-10-14
002	2019-01-01	BRIAN R. STEFANO	2020-10-14
002	2018-01-01	BRIAN R. STEFANO	2019-10-15
002	2017-01-01	BRIAN R. STEFANO	2018-10-12
002	2016-01-01	BRIAN R. STEFANO	2017-10-12
002	2015-01-01	BRIAN R. STEFANO	2016-10-14
002	2014-01-01	BRIAN R. STEFANO	2015-10-15
002	2013-01-01	BRIAN R. STEFANO	2014-10-10
002	2012-01-01	BRIAN R. STEFANO	2013-10-09
002	2011-01-01	BRIAN R. STEFANO	2012-10-12
002	2010-01-01	BRIAN R. STEFANO
002	2009-01-01	BRIAN R. STEFANO		BRIAN R. STEFANO	2010-10-14

Plan Statistics for BONANZA ACQUISITION, LLC RETIREMENT PLAN FOR UNION EMPLOYEES

401k plan membership statisitcs for BONANZA ACQUISITION, LLC RETIREMENT PLAN FOR UNION EMPLOYEES

Measure Date Value
2010: BONANZA ACQUISITION, LLC RETIREMENT PLAN FOR UNION EMPLOYEES 2010 401k membership
Total participants, beginning-of-year 2010-01-01 91
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 81
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 1
Total of all active and inactive participants 2010-01-01 82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 82
Number of participants with account balances 2010-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: BONANZA ACQUISITION, LLC RETIREMENT PLAN FOR UNION EMPLOYEES 2009 401k membership
Total participants, beginning-of-year 2009-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 89
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 2
Total of all active and inactive participants 2009-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 91
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 0

Measure	Date	Value
2010: BONANZA ACQUISITION, LLC RETIREMENT PLAN FOR UNION EMPLOYEES 2010 401k membership
Total participants, beginning-of-year	2010-01-01	91
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	81
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	1
Total of all active and inactive participants	2010-01-01	82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	82
Number of participants with account balances	2010-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: BONANZA ACQUISITION, LLC RETIREMENT PLAN FOR UNION EMPLOYEES 2009 401k membership
Total participants, beginning-of-year	2009-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	89
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	2
Total of all active and inactive participants	2009-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	91
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	0

Financial Data on BONANZA ACQUISITION, LLC RETIREMENT PLAN FOR UNION EMPLOYEES

Measure	Date	Value
2010 : BONANZA ACQUISITION, LLC RETIREMENT PLAN FOR UNION EMPLOYEES 2010 401k financial data
Total income from all sources	2010-12-31	$306,826
Expenses. Total of all expenses incurred	2010-12-31	$76,875
Benefits paid (including direct rollovers)	2010-12-31	$69,202
Total plan assets at end of year	2010-12-31	$1,103,328
Total plan assets at beginning of year	2010-12-31	$873,377
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$129,985
Other income received	2010-12-31	$90,900
Net income (gross income less expenses)	2010-12-31	$229,951
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,103,328
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$873,377
Assets. Value of participant loans	2010-12-31	$27,866
Total contributions received or receivable from employer(s)	2010-12-31	$85,941
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$7,673

Form 5500 Responses for BONANZA ACQUISITION, LLC RETIREMENT PLAN FOR UNION EMPLOYEES

2010: BONANZA ACQUISITION, LLC RETIREMENT PLAN FOR UNION EMPLOYEES 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BONANZA ACQUISITION, LLC RETIREMENT PLAN FOR UNION EMPLOYEES 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	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BONANZA ACQUISITION LLC
Employer identification number (EIN):	050540546
NAIC Classification:	485210
NAIC Description:	Interurban and Rural Bus Transportation

Jurisdiction of Incorporation:	Secretary of State Rhode Island
Incorporation Date:
Company Identification Number:	000130728