Logo

NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameNEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN
Plan identification number 002

NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

NEW BRITAIN TRANSPORTATION COMPANY has sponsored the creation of one or more 401k plans.

Company Name:NEW BRITAIN TRANSPORTATION COMPANY
Employer identification number (EIN):060467280
NAIC Classification:485210
NAIC Description:Interurban and Rural Bus Transportation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01RICHARD P. SPENCER2022-07-20
0022020-01-01RICHARD P. SPENCER2021-06-15
0022019-01-01RICHARD P. SPENCER2020-09-29
0022018-01-01PETER A. AGOSTINI2019-09-17
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01PETER AGOSTINI PETER AGOSTINI2014-11-21
0022012-01-01PETER AGOSTINI PETER AGOSTINI2013-08-29
0022011-01-01PETER AGOSTINI PETER AGOSTINI2012-08-29
0022010-01-01PETER AGOSTINI PETER AGOSTINI2011-03-01
0022009-01-01PETER AGOSTINI PETER AGOSTINI2010-10-08

Plan Statistics for NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01376
Total number of active participants reported on line 7a of the Form 55002023-01-01287
Number of retired or separated participants receiving benefits2023-01-013
Number of other retired or separated participants entitled to future benefits2023-01-0142
Total of all active and inactive participants2023-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01332
Number of participants with account balances2023-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-018
2022: NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01367
Total number of active participants reported on line 7a of the Form 55002022-01-01337
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0125
Total of all active and inactive participants2022-01-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01362
Number of participants with account balances2022-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01371
Total number of active participants reported on line 7a of the Form 55002021-01-01321
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0126
Total of all active and inactive participants2021-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01347
Number of participants with account balances2021-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01291
Total number of active participants reported on line 7a of the Form 55002020-01-01356
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0115
Total of all active and inactive participants2020-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01371
Number of participants with account balances2020-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01290
Total number of active participants reported on line 7a of the Form 55002019-01-01277
Number of retired or separated participants receiving benefits2019-01-0114
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01291
Number of participants with account balances2019-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01290
Total number of active participants reported on line 7a of the Form 55002018-01-01278
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0112
Total of all active and inactive participants2018-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01290
Number of participants with account balances2018-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01281
Total number of active participants reported on line 7a of the Form 55002017-01-01281
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-019
Total of all active and inactive participants2017-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01290
Number of participants with account balances2017-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01342
Total number of active participants reported on line 7a of the Form 55002016-01-01271
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01281
Number of participants with account balances2016-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01349
Total number of active participants reported on line 7a of the Form 55002015-01-01334
Number of other retired or separated participants entitled to future benefits2015-01-017
Total of all active and inactive participants2015-01-01341
Total participants2015-01-01341
Number of participants with account balances2015-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01340
Total number of active participants reported on line 7a of the Form 55002014-01-01319
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-01324
Total participants2014-01-01324
Number of participants with account balances2014-01-0153
2013: NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01241
Total number of active participants reported on line 7a of the Form 55002013-01-01241
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-01247
Total participants2013-01-01247
Number of participants with account balances2013-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0162
Total number of active participants reported on line 7a of the Form 55002012-01-0166
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0166
Number of participants with account balances2012-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0166
Total number of active participants reported on line 7a of the Form 55002011-01-0162
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0162
Number of participants with account balances2011-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0149
Total number of active participants reported on line 7a of the Form 55002010-01-0143
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0143
Number of participants with account balances2010-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0152
Total number of active participants reported on line 7a of the Form 55002009-01-0149
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0149
Number of participants with account balances2009-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$1,333
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$11,668
Total income from all sources (including contributions)2023-12-31$777,020
Total of all expenses incurred2023-12-31$50,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$33,606
Expenses. Certain deemed distributions of participant loans2023-12-31$1,916
Value of total corrective distributions2023-12-31$1,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$394,107
Value of total assets at end of year2023-12-31$3,873,697
Value of total assets at beginning of year2023-12-31$3,157,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$13,600
Total interest from all sources2023-12-31$8,844
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$324,186
Participant contributions at end of year2023-12-31$176,687
Participant contributions at beginning of year2023-12-31$139,799
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$290
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$726,565
Value of net assets at end of year (total assets less liabilities)2023-12-31$3,872,364
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$3,145,799
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$2,785
Value of interest in pooled separate accounts at end of year2023-12-31$3,622,010
Value of interest in pooled separate accounts at beginning of year2023-12-31$2,769,668
Interest on participant loans2023-12-31$8,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$374,069
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$69,631
Employer contributions (assets) at end of year2023-12-31$75,000
Employer contributions (assets) at beginning of year2023-12-31$248,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$33,606
Contract administrator fees2023-12-31$10,815
Liabilities. Value of benefit claims payable at end of year2023-12-31$1,333
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$11,668
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 name2023-12-31UHY LLP
Accountancy firm EIN2023-12-31200694403
2022 : NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$11,668
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$6,136
Total income from all sources (including contributions)2022-12-31$56,332
Total of all expenses incurred2022-12-31$176,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$146,990
Expenses. Certain deemed distributions of participant loans2022-12-31$13,453
Value of total corrective distributions2022-12-31$11,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$588,160
Value of total assets at end of year2022-12-31$3,157,467
Value of total assets at beginning of year2022-12-31$3,271,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,244
Total interest from all sources2022-12-31$6,216
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$307,869
Participant contributions at end of year2022-12-31$139,799
Participant contributions at beginning of year2022-12-31$150,311
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$32,291
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$36
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-120,023
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,145,799
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,265,822
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$4,244
Value of interest in pooled separate accounts at end of year2022-12-31$2,769,668
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,971,647
Interest on participant loans2022-12-31$6,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-538,044
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$248,000
Employer contributions (assets) at end of year2022-12-31$248,000
Employer contributions (assets) at beginning of year2022-12-31$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$146,954
Liabilities. Value of benefit claims payable at end of year2022-12-31$11,668
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$6,136
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 name2022-12-31UHY LLP
Accountancy firm EIN2022-12-31200694403
2021 : NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$6,136
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$6,038
Total income from all sources (including contributions)2021-12-31$684,681
Total of all expenses incurred2021-12-31$70,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$61,201
Value of total corrective distributions2021-12-31$6,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$452,332
Value of total assets at end of year2021-12-31$3,271,958
Value of total assets at beginning of year2021-12-31$2,657,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,440
Total interest from all sources2021-12-31$4,890
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$272,806
Participant contributions at end of year2021-12-31$150,311
Participant contributions at beginning of year2021-12-31$76,807
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$27,257
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
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$613,904
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,265,822
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,651,918
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$3,440
Value of interest in pooled separate accounts at end of year2021-12-31$2,971,647
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,431,149
Interest on participant loans2021-12-31$4,890
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$227,459
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$152,269
Employer contributions (assets) at end of year2021-12-31$150,000
Employer contributions (assets) at beginning of year2021-12-31$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$61,201
Liabilities. Value of benefit claims payable at end of year2021-12-31$6,136
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$6,038
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 name2021-12-31UHY LLP
Accountancy firm EIN2021-12-31200694403
2020 : NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,038
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,116
Total income from all sources (including contributions)2020-12-31$575,075
Total of all expenses incurred2020-12-31$114,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$106,772
Value of total corrective distributions2020-12-31$6,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$320,416
Value of total assets at end of year2020-12-31$2,657,956
Value of total assets at beginning of year2020-12-31$2,197,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,133
Total interest from all sources2020-12-31$3,753
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$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$170,147
Participant contributions at end of year2020-12-31$76,807
Participant contributions at beginning of year2020-12-31$96,660
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$460,132
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,651,918
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,191,786
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$2,133
Value of interest in pooled separate accounts at end of year2020-12-31$2,431,149
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,951,242
Interest on participant loans2020-12-31$3,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$250,906
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$150,269
Employer contributions (assets) at end of year2020-12-31$150,000
Employer contributions (assets) at beginning of year2020-12-31$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$106,772
Liabilities. Value of benefit claims payable at end of year2020-12-31$6,038
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$6,116
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 name2020-12-31UHY LLP
Accountancy firm EIN2020-12-31200694403
2019 : NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,116
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,555
Total income from all sources (including contributions)2019-12-31$595,969
Total of all expenses incurred2019-12-31$115,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$112,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$302,590
Value of total assets at end of year2019-12-31$2,197,902
Value of total assets at beginning of year2019-12-31$1,713,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,771
Total interest from all sources2019-12-31$3,776
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$500,000
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$151,546
Participant contributions at end of year2019-12-31$96,660
Participant contributions at beginning of year2019-12-31$65,489
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Administrative expenses (other) incurred2019-12-31$1,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$480,841
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,191,786
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,710,945
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
Value of interest in pooled separate accounts at end of year2019-12-31$1,951,242
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,598,011
Interest on participant loans2019-12-31$3,776
Net investment gain/loss from pooled separate accounts2019-12-31$289,603
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$151,044
Employer contributions (assets) at end of year2019-12-31$150,000
Employer contributions (assets) at beginning of year2019-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$112,357
Contract administrator fees2019-12-31$1,121
Liabilities. Value of benefit claims payable at end of year2019-12-31$6,116
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$2,555
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 name2019-12-31UHY LLP
Accountancy firm EIN2019-12-31200694403
2018 : NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,555
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,276
Total income from all sources (including contributions)2018-12-31$97,746
Total of all expenses incurred2018-12-31$107,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$105,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$195,141
Value of total assets at end of year2018-12-31$1,713,500
Value of total assets at beginning of year2018-12-31$1,723,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,107
Total interest from all sources2018-12-31$2,184
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$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$142,707
Participant contributions at end of year2018-12-31$65,489
Participant contributions at beginning of year2018-12-31$49,653
Administrative expenses (other) incurred2018-12-31$1,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-9,818
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,710,945
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,720,763
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
Value of interest in pooled separate accounts at end of year2018-12-31$1,598,011
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,623,386
Interest on participant loans2018-12-31$2,184
Net investment gain/loss from pooled separate accounts2018-12-31$-99,579
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$52,434
Employer contributions (assets) at end of year2018-12-31$50,000
Employer contributions (assets) at beginning of year2018-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$105,457
Contract administrator fees2018-12-31$832
Liabilities. Value of benefit claims payable at end of year2018-12-31$2,555
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$2,276
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 name2018-12-31UHY LLP
Accountancy firm EIN2018-12-31200694403
2017 : NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,276
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,134
Total income from all sources (including contributions)2017-12-31$371,590
Total of all expenses incurred2017-12-31$50,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$48,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$187,527
Value of total assets at end of year2017-12-31$1,723,039
Value of total assets at beginning of year2017-12-31$1,403,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,835
Total interest from all sources2017-12-31$2,438
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 bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$130,033
Participant contributions at end of year2017-12-31$49,653
Participant contributions at beginning of year2017-12-31$60,781
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$7,256
Administrative expenses (other) incurred2017-12-31$1,200
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$321,196
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,720,763
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,399,567
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 pooled separate accounts at end of year2017-12-31$1,623,386
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,292,920
Interest on participant loans2017-12-31$2,438
Net investment gain/loss from pooled separate accounts2017-12-31$181,625
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$50,238
Employer contributions (assets) at end of year2017-12-31$50,000
Employer contributions (assets) at beginning of year2017-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$48,559
Contract administrator fees2017-12-31$635
Liabilities. Value of benefit claims payable at end of year2017-12-31$2,276
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$4,134
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 name2017-12-31UHY LLP
Accountancy firm EIN2017-12-31200694403
2016 : NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,134
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,165
Total income from all sources (including contributions)2016-12-31$261,902
Total of all expenses incurred2016-12-31$163,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$162,267
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$164,491
Value of total assets at end of year2016-12-31$1,403,701
Value of total assets at beginning of year2016-12-31$1,302,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,360
Total interest from all sources2016-12-31$2,863
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$112,474
Participant contributions at end of year2016-12-31$60,781
Participant contributions at beginning of year2016-12-31$64,696
Participant contributions at beginning of year2016-12-31$5,423
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$4,134
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,165
Administrative expenses (other) incurred2016-12-31$900
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$98,275
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,399,567
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,301,292
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 pooled separate accounts at end of year2016-12-31$1,292,920
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,182,338
Interest on participant loans2016-12-31$2,863
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$94,548
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$52,017
Employer contributions (assets) at end of year2016-12-31$50,000
Employer contributions (assets) at beginning of year2016-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$162,267
Contract administrator fees2016-12-31$460
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31DELCONTE, HYDE, ANNELLO &SCHUCH
Accountancy firm EIN2016-12-31061369673
2015 : NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,165
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,008
Total income from all sources (including contributions)2015-12-31$126,103
Total of all expenses incurred2015-12-31$177,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$176,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$147,778
Value of total assets at end of year2015-12-31$1,302,457
Value of total assets at beginning of year2015-12-31$1,353,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,262
Total interest from all sources2015-12-31$2,219
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$500,000
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$97,778
Participant contributions at end of year2015-12-31$64,696
Participant contributions at beginning of year2015-12-31$48,616
Participant contributions at end of year2015-12-31$5,423
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,165
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,008
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-51,474
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,301,292
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,352,766
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
Value of interest in pooled separate accounts at end of year2015-12-31$1,182,338
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,255,158
Interest on participant loans2015-12-31$2,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-23,894
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$50,000
Employer contributions (assets) at end of year2015-12-31$50,000
Employer contributions (assets) at beginning of year2015-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$176,315
Contract administrator fees2015-12-31$1,262
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 name2015-12-31DELCONTE, HYDE, ANNELLO & SCHUCH, P
Accountancy firm EIN2015-12-31061369673
2014 : NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$182,848
Total of all expenses incurred2014-12-31$86,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$86,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$123,464
Value of total assets at end of year2014-12-31$1,355,330
Value of total assets at beginning of year2014-12-31$1,259,070
Total interest from all sources2014-12-31$2,292
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$500,000
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$73,464
Participant contributions at end of year2014-12-31$48,616
Participant contributions at beginning of year2014-12-31$107,899
Total non interest bearing cash at end of year2014-12-31$1,556
Total non interest bearing cash at beginning of year2014-12-31$969
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$96,260
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,355,330
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,259,070
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
Value of interest in pooled separate accounts at end of year2014-12-31$1,255,158
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,100,202
Interest on participant loans2014-12-31$2,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$57,092
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$50,000
Employer contributions (assets) at end of year2014-12-31$50,000
Employer contributions (assets) at beginning of year2014-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$86,588
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 name2014-12-31DELCONTE, HYDE, ANNELLO & SCHUCH, P
Accountancy firm EIN2014-12-31061369673
2013 : NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$300,644
Total of all expenses incurred2013-12-31$143,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$136,745
Expenses. Certain deemed distributions of participant loans2013-12-31$5,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$175,261
Value of total assets at end of year2013-12-31$1,258,101
Value of total assets at beginning of year2013-12-31$1,100,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,006
Total interest from all sources2013-12-31$3,190
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$500,000
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$82,208
Participant contributions at end of year2013-12-31$107,899
Participant contributions at beginning of year2013-12-31$48,508
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$43,053
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$157,176
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,258,101
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,100,925
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,100,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,004,606
Interest on participant loans2013-12-31$3,190
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$122,193
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$50,000
Employer contributions (assets) at end of year2013-12-31$50,000
Employer contributions (assets) at beginning of year2013-12-31$47,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$136,745
Contract administrator fees2013-12-31$1,006
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31DELCONTE, HYDE, ANNELLO & SCHUCH PC
Accountancy firm EIN2013-12-31061369673
2012 : NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$256,589
Expenses. Total of all expenses incurred2012-12-31$44,387
Benefits paid (including direct rollovers)2012-12-31$44,387
Total plan assets at end of year2012-12-31$1,100,925
Total plan assets at beginning of year2012-12-31$888,723
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$73,752
Other income received2012-12-31$135,026
Net income (gross income less expenses)2012-12-31$212,202
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,100,925
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$888,723
Assets. Value of participant loans2012-12-31$47,378
Total contributions received or receivable from employer(s)2012-12-31$47,811
2011 : NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$96,994
Expenses. Total of all expenses incurred2011-12-31$97,238
Benefits paid (including direct rollovers)2011-12-31$97,238
Total plan assets at end of year2011-12-31$888,723
Total plan assets at beginning of year2011-12-31$888,967
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$75,100
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$21,894
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-244
Net plan assets at end of year (total assets less liabilities)2011-12-31$888,723
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$888,967
Assets. Value of participant loans2011-12-31$28,800
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$149,965
Expenses. Total of all expenses incurred2010-12-31$9,462
Benefits paid (including direct rollovers)2010-12-31$9,462
Total plan assets at end of year2010-12-31$888,967
Total plan assets at beginning of year2010-12-31$748,464
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$66,040
Other income received2010-12-31$83,925
Net income (gross income less expenses)2010-12-31$140,503
Net plan assets at end of year (total assets less liabilities)2010-12-31$888,967
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$748,464
Assets. Value of participant loans2010-12-31$32,362

Form 5500 Responses for NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN

2023: NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING 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: NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
Number of Individuals Covered169
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $7,482
Total amount of fees paid to insurance companyUSD $2,325
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
Number of Individuals Covered162
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $6,948
Total amount of fees paid to insurance companyUSD $2,755
Commission paid to Insurance BrokerUSD $6,948
Insurance broker organization code?3
Amount paid for insurance broker fees1725
Additional information about fees paid to insurance brokerTPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
Number of Individuals Covered148
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $6,763
Total amount of fees paid to insurance companyUSD $4,502
Commission paid to Insurance BrokerUSD $6,763
Insurance broker organization code?3
Amount paid for insurance broker fees2402
Additional information about fees paid to insurance brokerTPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
Number of Individuals Covered131
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $5,179
Total amount of fees paid to insurance companyUSD $1,135
Commission paid to Insurance BrokerUSD $5,179
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees1050
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $4,566
Total amount of fees paid to insurance companyUSD $2,607
Commission paid to Insurance BrokerUSD $4,566
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees1650
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $4,152
Total amount of fees paid to insurance companyUSD $2,131
Commission paid to Insurance BrokerUSD $4,152
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees1275
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,657
Total amount of fees paid to insurance companyUSD $1,961
Commission paid to Insurance BrokerUSD $3,657
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees1200
Insurance broker nameTHE KENNETH D. ANDERSON COMPANY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
Number of Individuals Covered66
Total amount of commissions paid to insurance brokerUSD $3,048
Total amount of fees paid to insurance companyUSD $900
Commission paid to Insurance BrokerUSD $3,048
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Amount paid for insurance broker fees900
Insurance broker nameTHE KENNETH D. ANDERSON COMPANY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
Number of Individuals Covered58
Total amount of commissions paid to insurance brokerUSD $2,983
Total amount of fees paid to insurance companyUSD $350
Commission paid to Insurance BrokerUSD $2,983
Insurance broker organization code?3
Amount paid for insurance broker fees350
Additional information about fees paid to insurance brokerLOAN AND WITHDRAWAL PROCESSING
Insurance broker nameMFZ ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number109292
Policy instance 1
Insurance contract or identification number109292
Number of Individuals Covered52
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $10,790
Total amount of fees paid to insurance companyUSD $750
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,790
Insurance broker organization code?6
Amount paid for insurance broker fees750
Additional information about fees paid to insurance brokerPROCESS LOANS
Insurance broker nameMFZ ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number109292
Policy instance 1
Insurance contract or identification number109292
Number of Individuals Covered53
Insurance policy start date2012-12-21
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Other information about contractPSA

Potentially related plans

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

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

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

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1