Logo

BUDGET MAINTENANCE INC 401K PLAN 401k Plan overview

Plan NameBUDGET MAINTENANCE INC 401K PLAN
Plan identification number 001

BUDGET MAINTENANCE INC 401K 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.
  • 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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BUDGET MAINTENANCE INC has sponsored the creation of one or more 401k plans.

Company Name:BUDGET MAINTENANCE INC
Employer identification number (EIN):232912147
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BUDGET MAINTENANCE INC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JOHN JONES2023-10-08 JOHN JONES2023-10-08
0012021-01-01JOHN JONES2022-10-02 JOHN JONES2022-10-02
0012020-01-01JOHN JONES2021-09-28 JOHN JONES2021-09-28
0012019-01-01JOHN JONES2020-10-06 JOHN JONES2020-10-06
0012018-01-01JAMIE COOK2019-09-15
0012017-01-01
0012016-01-01
0012015-01-01JOHN ALLEN, JR.
0012014-01-01JOHN ALLEN, JR.
0012013-01-01JOHN ALLEN, JR.
0012012-01-01JOHN ALLEN, JR.
0012011-01-01JOHN ALLEN, JR.
0012009-01-01JOHN ALLEN, JR.

Plan Statistics for BUDGET MAINTENANCE INC 401K PLAN

401k plan membership statisitcs for BUDGET MAINTENANCE INC 401K PLAN

Measure Date Value
2022: BUDGET MAINTENANCE INC 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01195
Total number of active participants reported on line 7a of the Form 55002022-01-01207
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0123
Total of all active and inactive participants2022-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01230
Number of participants with account balances2022-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BUDGET MAINTENANCE INC 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01192
Total number of active participants reported on line 7a of the Form 55002021-01-01186
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0117
Total of all active and inactive participants2021-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01203
Number of participants with account balances2021-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BUDGET MAINTENANCE INC 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01220
Total number of active participants reported on line 7a of the Form 55002020-01-01188
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0114
Total of all active and inactive participants2020-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01202
Number of participants with account balances2020-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BUDGET MAINTENANCE INC 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01225
Total number of active participants reported on line 7a of the Form 55002019-01-01204
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0116
Total of all active and inactive participants2019-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01220
Number of participants with account balances2019-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BUDGET MAINTENANCE INC 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01203
Total number of active participants reported on line 7a of the Form 55002018-01-01205
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0110
Total of all active and inactive participants2018-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01215
Number of participants with account balances2018-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BUDGET MAINTENANCE INC 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01152
Total number of active participants reported on line 7a of the Form 55002017-01-01127
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0110
Total of all active and inactive participants2017-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01137
Number of participants with account balances2017-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BUDGET MAINTENANCE INC 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01153
Total number of active participants reported on line 7a of the Form 55002016-01-01141
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01149
Number of participants with account balances2016-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BUDGET MAINTENANCE INC 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01157
Total number of active participants reported on line 7a of the Form 55002015-01-01127
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0110
Total of all active and inactive participants2015-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01139
Number of participants with account balances2015-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BUDGET MAINTENANCE INC 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01171
Total number of active participants reported on line 7a of the Form 55002014-01-01139
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01147
Number of participants with account balances2014-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BUDGET MAINTENANCE INC 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01147
Total number of active participants reported on line 7a of the Form 55002013-01-01136
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01146
Number of participants with account balances2013-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BUDGET MAINTENANCE INC 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01139
Total number of active participants reported on line 7a of the Form 55002012-01-01124
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01131
Number of participants with account balances2012-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BUDGET MAINTENANCE INC 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01128
Total number of active participants reported on line 7a of the Form 55002011-01-01107
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01118
Number of participants with account balances2011-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BUDGET MAINTENANCE INC 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01128
Total number of active participants reported on line 7a of the Form 55002009-01-01108
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01119
Number of participants with account balances2009-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on BUDGET MAINTENANCE INC 401K PLAN

Measure Date Value
2022 : BUDGET MAINTENANCE INC 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,500
Total income from all sources (including contributions)2022-12-31$-65,279
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$274,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$274,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$462,361
Value of total assets at end of year2022-12-31$3,180,675
Value of total assets at beginning of year2022-12-31$3,523,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$1,153
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
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$292,432
Participant contributions at end of year2022-12-31$12,080
Participant contributions at beginning of year2022-12-31$36,358
Participant contributions at beginning of year2022-12-31$208
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$3,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-339,637
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,180,675
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,520,312
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,163,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,483,516
Interest on participant loans2022-12-31$1,153
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-528,793
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$169,929
Employer contributions (assets) at end of year2022-12-31$5,436
Employer contributions (assets) at beginning of year2022-12-31$3,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$274,358
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 name2022-12-31HERBEIN & COMPANY INC
Accountancy firm EIN2022-12-31232415973
2021 : BUDGET MAINTENANCE INC 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$868,166
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$110,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$110,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$402,177
Value of total assets at end of year2021-12-31$3,523,812
Value of total assets at beginning of year2021-12-31$2,762,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$2,327
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
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$248,159
Participant contributions at end of year2021-12-31$36,358
Participant contributions at beginning of year2021-12-31$44,648
Participant contributions at end of year2021-12-31$208
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$3,500
Other income not declared elsewhere2021-12-31$463,662
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$757,482
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,520,312
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,762,830
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,483,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,718,182
Interest on participant loans2021-12-31$2,327
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$154,018
Employer contributions (assets) at end of year2021-12-31$3,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$110,684
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 name2021-12-31HERBEIN & COMPANY INC
Accountancy firm EIN2021-12-31232415973
2020 : BUDGET MAINTENANCE INC 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$504,987
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$260,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$260,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$335,450
Value of total assets at end of year2020-12-31$2,762,830
Value of total assets at beginning of year2020-12-31$2,518,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$3,284
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$217,207
Participant contributions at end of year2020-12-31$44,648
Participant contributions at beginning of year2020-12-31$60,252
Participant contributions at beginning of year2020-12-31$6,180
Other income not declared elsewhere2020-12-31$166,253
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$244,235
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,762,830
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,518,595
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,718,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,448,037
Interest on participant loans2020-12-31$3,284
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$118,243
Employer contributions (assets) at beginning of year2020-12-31$4,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$260,752
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 name2020-12-31HERBEIN & COMPANY INC
Accountancy firm EIN2020-12-31232415973
2019 : BUDGET MAINTENANCE INC 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$16
Total income from all sources (including contributions)2019-12-31$703,405
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$108,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$108,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$298,616
Value of total assets at end of year2019-12-31$2,518,595
Value of total assets at beginning of year2019-12-31$1,923,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$3,936
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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$250,000
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$189,101
Participant contributions at end of year2019-12-31$60,252
Participant contributions at beginning of year2019-12-31$73,289
Participant contributions at end of year2019-12-31$6,180
Participant contributions at beginning of year2019-12-31$6,698
Other income not declared elsewhere2019-12-31$400,853
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$595,128
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,518,595
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,923,467
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 registered invesment companies (eg mutual funds) at end of year2019-12-31$2,448,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,724,962
Interest on participant loans2019-12-31$3,936
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$110,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$110,780
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$109,515
Employer contributions (assets) at end of year2019-12-31$4,126
Employer contributions (assets) at beginning of year2019-12-31$7,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$108,277
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$16
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 name2019-12-31HERBEIN & COMPANY INC
Accountancy firm EIN2019-12-31232415973
2018 : BUDGET MAINTENANCE INC 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$16
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$403
Total income from all sources (including contributions)2018-12-31$173,527
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$336,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$336,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$328,708
Value of total assets at end of year2018-12-31$1,923,483
Value of total assets at beginning of year2018-12-31$2,086,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$4,421
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
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$250,000
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$193,962
Participant contributions at end of year2018-12-31$73,289
Participant contributions at beginning of year2018-12-31$63,858
Participant contributions at end of year2018-12-31$6,698
Participant contributions at beginning of year2018-12-31$6,640
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$23,442
Other income not declared elsewhere2018-12-31$-159,602
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$-162,626
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,923,467
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,086,093
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$1,724,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,909,319
Interest on participant loans2018-12-31$4,421
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$110,780
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$101,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$101,695
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$111,304
Employer contributions (assets) at end of year2018-12-31$7,754
Employer contributions (assets) at beginning of year2018-12-31$4,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$336,153
Liabilities. Value of benefit claims payable at end of year2018-12-31$16
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$403
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 name2018-12-31HERBEIN & COMPANY INC
Accountancy firm EIN2018-12-31232415973
2017 : BUDGET MAINTENANCE INC 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$403
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$425,098
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$23,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$23,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$212,029
Value of total assets at end of year2017-12-31$2,086,496
Value of total assets at beginning of year2017-12-31$1,684,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$2,596
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
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$250,000
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$130,212
Participant contributions at end of year2017-12-31$63,858
Participant contributions at beginning of year2017-12-31$58,096
Participant contributions at end of year2017-12-31$6,640
Participant contributions at beginning of year2017-12-31$5,656
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) 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$401,377
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,086,093
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,684,716
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$1,909,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,522,836
Interest on participant loans2017-12-31$2,596
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$101,695
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$93,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$93,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$210,473
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$81,817
Employer contributions (assets) at end of year2017-12-31$4,984
Employer contributions (assets) at beginning of year2017-12-31$4,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$23,721
Liabilities. Value of benefit claims payable at end of year2017-12-31$403
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 name2017-12-31HERBEIN & COMPANY INC
Accountancy firm EIN2017-12-31232415973
2016 : BUDGET MAINTENANCE INC 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$265,808
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$148,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$148,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$185,423
Value of total assets at end of year2016-12-31$1,684,716
Value of total assets at beginning of year2016-12-31$1,567,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$3,928
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
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$250,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$110,979
Participant contributions at end of year2016-12-31$58,096
Participant contributions at beginning of year2016-12-31$99,843
Participant contributions at end of year2016-12-31$5,656
Participant contributions at beginning of year2016-12-31$2,291
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$117,635
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,684,716
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,567,081
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$1,522,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,380,871
Interest on participant loans2016-12-31$3,928
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$93,497
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$82,023
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$82,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$76,457
Net gain/loss from 103.12 investment entities2016-12-31$0
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$74,444
Employer contributions (assets) at end of year2016-12-31$4,631
Employer contributions (assets) at beginning of year2016-12-31$2,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$148,173
Contract administrator fees2016-12-31$0
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 name2016-12-31HERBEIN & COMPANY INC
Accountancy firm EIN2016-12-31232415973
2015 : BUDGET MAINTENANCE INC 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$174,645
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$30,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$30,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$201,364
Value of total assets at end of year2015-12-31$1,567,081
Value of total assets at beginning of year2015-12-31$1,423,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$2,132
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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$250,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$121,137
Participant contributions at end of year2015-12-31$99,843
Participant contributions at beginning of year2015-12-31$30,308
Participant contributions at end of year2015-12-31$2,291
Participant contributions at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$143,898
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,567,081
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,423,183
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$1,380,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,237,011
Interest on participant loans2015-12-31$2,132
Interest earned on other investments2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$82,023
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$155,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$155,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-28,851
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$80,227
Employer contributions (assets) at end of year2015-12-31$2,053
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$30,747
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 name2015-12-31HERBEIN & COMPANY INC
Accountancy firm EIN2015-12-31232415973
2014 : BUDGET MAINTENANCE INC 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$289,228
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$84,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$84,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$203,366
Value of total assets at end of year2014-12-31$1,423,183
Value of total assets at beginning of year2014-12-31$1,218,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$2,416
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
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$250,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$121,797
Participant contributions at end of year2014-12-31$30,308
Participant contributions at beginning of year2014-12-31$30,223
Participant contributions at beginning of year2014-12-31$14
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$204,921
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,423,183
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,218,262
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$1,237,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,039,719
Interest on participant loans2014-12-31$974
Interest earned on other investments2014-12-31$1,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$155,864
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$148,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$148,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$83,446
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$81,569
Employer contributions (assets) at beginning of year2014-12-31$14
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$84,307
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 name2014-12-31HERBEIN & COMPANY INC
Accountancy firm EIN2014-12-31232415973
2013 : BUDGET MAINTENANCE INC 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$347,941
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$168,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$168,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$169,376
Value of total assets at end of year2013-12-31$1,218,262
Value of total assets at beginning of year2013-12-31$1,038,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$1,275
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$99,432
Participant contributions at end of year2013-12-31$30,223
Participant contributions at beginning of year2013-12-31$40,513
Participant contributions at end of year2013-12-31$14
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$375
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$179,560
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,218,262
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,038,702
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$1,039,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$856,273
Interest on participant loans2013-12-31$1,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$148,292
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$141,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$141,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$177,290
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$69,569
Employer contributions (assets) at end of year2013-12-31$14
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$168,381
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 name2013-12-31HERBEIN & COMPANY INC
Accountancy firm EIN2013-12-31232415973
2012 : BUDGET MAINTENANCE INC 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$245,680
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$171,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$169,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$156,217
Value of total assets at end of year2012-12-31$1,038,702
Value of total assets at beginning of year2012-12-31$964,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,711
Total interest from all sources2012-12-31$2,056
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$1,711
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$150,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$93,608
Participant contributions at end of year2012-12-31$40,513
Participant contributions at beginning of year2012-12-31$50,597
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$74,165
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,038,702
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$964,537
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$856,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$780,557
Interest on participant loans2012-12-31$2,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$141,916
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$133,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$133,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$87,407
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$62,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$169,804
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 name2012-12-31HERBEIN & COMPANY INC
Accountancy firm EIN2012-12-31232415973
2011 : BUDGET MAINTENANCE INC 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$155,663
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$51,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$49,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$159,037
Value of total assets at end of year2011-12-31$964,537
Value of total assets at beginning of year2011-12-31$860,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,969
Total interest from all sources2011-12-31$2,950
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$1,969
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$150,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$95,294
Participant contributions at end of year2011-12-31$50,597
Participant contributions at beginning of year2011-12-31$53,201
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$104,047
Value of net assets at end of year (total assets less liabilities)2011-12-31$964,537
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$860,490
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$780,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$677,947
Interest on participant loans2011-12-31$2,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$133,383
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$129,342
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$129,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-6,324
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$63,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$49,647
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 name2011-12-31HERBEIN & COMPANY, INC.
Accountancy firm EIN2011-12-31232415973
2010 : BUDGET MAINTENANCE INC 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$41
Total income from all sources (including contributions)2010-12-31$187,456
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$77,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$73,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$127,739
Value of total assets at end of year2010-12-31$860,490
Value of total assets at beginning of year2010-12-31$750,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,403
Total interest from all sources2010-12-31$2,443
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$3,403
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$79,091
Participant contributions at end of year2010-12-31$53,201
Participant contributions at beginning of year2010-12-31$59,392
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$41
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$110,350
Value of net assets at end of year (total assets less liabilities)2010-12-31$860,490
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$750,140
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$677,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$566,183
Income. Interest from loans (other than to participants)2010-12-31$2,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$129,342
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$124,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$124,606
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$57,274
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$48,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$73,703
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 name2010-12-31HERBEIN & COMPANY, INC.
Accountancy firm EIN2010-12-31232415973
2009 : BUDGET MAINTENANCE INC 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BUDGET MAINTENANCE INC 401K PLAN

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

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