401k Plan data: NEW FLYER 401(K) PLAN ANNISTON REGION plan

NEW FLYER 401(K) PLAN ANNISTON REGION 401k Plan overview

Plan Name	NEW FLYER 401(K) PLAN ANNISTON REGION
Plan identification number	002

NEW FLYER 401(K) PLAN ANNISTON REGION Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NEW FLYER OF AMERICA has sponsored the creation of one or more 401k plans.

Company Name: NEW FLYER OF AMERICA

Employer identification number (EIN): 450414949

NAIC Classification: 336100

Additional information about NEW FLYER OF AMERICA

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2016-10-12

Company Identification Number: 0802561852

Legal Registered Office Address: 3229 SAWMILL PKWY

DELAWARE
United States of America (USA)
43015

More information about NEW FLYER OF AMERICA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW FLYER 401(K) PLAN ANNISTON REGION

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01
002 2018-01-01
002 2017-01-01 HERB CLARK
002 2016-01-01 HERB CLARK
002 2016-01-01 HERB CLARK
002 2015-01-01 HERB CLARK
002 2015-01-01 HERB CLARK

Plan Statistics for NEW FLYER 401(K) PLAN ANNISTON REGION

401k plan membership statisitcs for NEW FLYER 401(K) PLAN ANNISTON REGION

Measure Date Value
2019: NEW FLYER 401(K) PLAN ANNISTON REGION 2019 401k membership
Total participants, beginning-of-year 2019-01-01 803
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 819
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 52
Total of all active and inactive participants 2019-01-01 873
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 874
Number of participants with account balances 2019-01-01 406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: NEW FLYER 401(K) PLAN ANNISTON REGION 2018 401k membership
Total participants, beginning-of-year 2018-01-01 680
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 753
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 48
Total of all active and inactive participants 2018-01-01 803
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 803
Number of participants with account balances 2018-01-01 364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 5
2017: NEW FLYER 401(K) PLAN ANNISTON REGION 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,305
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 630
Number of retired or separated participants receiving benefits 2017-01-01 4
Number of other retired or separated participants entitled to future benefits 2017-01-01 46
Total of all active and inactive participants 2017-01-01 680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 680
Number of participants with account balances 2017-01-01 358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 4
2016: NEW FLYER 401(K) PLAN ANNISTON REGION 2016 401k membership
Total participants, beginning-of-year 2016-01-01 656
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 627
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 49
Total of all active and inactive participants 2016-01-01 678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 679
Number of participants with account balances 2016-01-01 355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 5
2015: NEW FLYER 401(K) PLAN ANNISTON REGION 2015 401k membership
Total participants, beginning-of-year 2015-01-01 747
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 604
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 42
Total of all active and inactive participants 2015-01-01 647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 647
Number of participants with account balances 2015-01-01 358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 7

Measure	Date	Value
2019: NEW FLYER 401(K) PLAN ANNISTON REGION 2019 401k membership
Total participants, beginning-of-year	2019-01-01	803
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	819
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	52
Total of all active and inactive participants	2019-01-01	873
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	874
Number of participants with account balances	2019-01-01	406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: NEW FLYER 401(K) PLAN ANNISTON REGION 2018 401k membership
Total participants, beginning-of-year	2018-01-01	680
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	753
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	48
Total of all active and inactive participants	2018-01-01	803
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	803
Number of participants with account balances	2018-01-01	364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	5
2017: NEW FLYER 401(K) PLAN ANNISTON REGION 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,305
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	630
Number of retired or separated participants receiving benefits	2017-01-01	4
Number of other retired or separated participants entitled to future benefits	2017-01-01	46
Total of all active and inactive participants	2017-01-01	680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	680
Number of participants with account balances	2017-01-01	358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	4
2016: NEW FLYER 401(K) PLAN ANNISTON REGION 2016 401k membership
Total participants, beginning-of-year	2016-01-01	656
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	627
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	49
Total of all active and inactive participants	2016-01-01	678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	679
Number of participants with account balances	2016-01-01	355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	5
2015: NEW FLYER 401(K) PLAN ANNISTON REGION 2015 401k membership
Total participants, beginning-of-year	2015-01-01	747
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	604
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	42
Total of all active and inactive participants	2015-01-01	647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	647
Number of participants with account balances	2015-01-01	358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	7

Financial Data on NEW FLYER 401(K) PLAN ANNISTON REGION

Measure	Date	Value
2019 : NEW FLYER 401(K) PLAN ANNISTON REGION 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$6,097,092
Total income from all sources (including contributions)	2019-12-31	$6,097,092
Total of all expenses incurred	2019-12-31	$3,119,190
Total of all expenses incurred	2019-12-31	$3,119,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,012,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,012,634
Expenses. Certain deemed distributions of participant loans	2019-12-31	$435
Expenses. Certain deemed distributions of participant loans	2019-12-31	$435
Value of total corrective distributions	2019-12-31	$65,897
Value of total corrective distributions	2019-12-31	$65,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,915,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,915,940
Value of total assets at end of year	2019-12-31	$22,866,106
Value of total assets at end of year	2019-12-31	$22,866,106
Value of total assets at beginning of year	2019-12-31	$19,888,204
Value of total assets at beginning of year	2019-12-31	$19,888,204
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$40,224
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$40,224
Total interest from all sources	2019-12-31	$65,037
Total interest from all sources	2019-12-31	$65,037
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$343,789
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$343,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$343,789
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$343,789
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$2,000,000
Value of fidelity bond cover	2019-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,295,665
Contributions received from participants	2019-12-31	$1,295,665
Participant contributions at end of year	2019-12-31	$1,021,747
Participant contributions at end of year	2019-12-31	$1,021,747
Participant contributions at beginning of year	2019-12-31	$1,088,179
Participant contributions at beginning of year	2019-12-31	$1,088,179
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$145,346
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$145,346
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$1,457
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$1,457
Administrative expenses (other) incurred	2019-12-31	$40,224
Administrative expenses (other) incurred	2019-12-31	$40,224
Total non interest bearing cash at end of year	2019-12-31	$21,813,522
Total non interest bearing cash at end of year	2019-12-31	$21,813,522
Total non interest bearing cash at beginning of year	2019-12-31	$41,668
Total non interest bearing cash at beginning of year	2019-12-31	$41,668
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,977,902
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$22,866,106
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$22,866,106
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$19,888,204
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$19,888,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$16,357,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$16,357,218
Interest on participant loans	2019-12-31	$64,942
Interest on participant loans	2019-12-31	$64,942
Value of interest in common/collective trusts at end of year	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$0
Value of interest in common/collective trusts at beginning of year	2019-12-31	$2,380,120
Value of interest in common/collective trusts at beginning of year	2019-12-31	$2,380,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$30,837
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$30,837
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$19,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$19,562
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$19,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$19,562
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$95
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$95
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,715,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,715,030
Net investment gain or loss from common/collective trusts	2019-12-31	$57,296
Net investment gain or loss from common/collective trusts	2019-12-31	$57,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$474,929
Contributions received in cash from employer	2019-12-31	$474,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,012,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,012,634
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BORLAND BENEFIELD, P.C.
Accountancy firm name	2019-12-31	BORLAND BENEFIELD, P.C.
Accountancy firm EIN	2019-12-31	630721243
Accountancy firm EIN	2019-12-31	630721243
2018 : NEW FLYER 401(K) PLAN ANNISTON REGION 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$842,331
Total of all expenses incurred	2018-12-31	$2,108,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,061,431
Expenses. Certain deemed distributions of participant loans	2018-12-31	$1,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,601,554
Value of total assets at end of year	2018-12-31	$19,888,204
Value of total assets at beginning of year	2018-12-31	$21,154,022
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$45,024
Total interest from all sources	2018-12-31	$62,195
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$312,547
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$312,547
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,179,197
Participant contributions at end of year	2018-12-31	$1,088,179
Participant contributions at beginning of year	2018-12-31	$1,090,425
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$1,457
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$1,729
Administrative expenses (other) incurred	2018-12-31	$45,024
Total non interest bearing cash at end of year	2018-12-31	$41,668
Total non interest bearing cash at beginning of year	2018-12-31	$26,455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,265,818
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$19,888,204
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$21,154,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$16,357,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$17,556,302
Interest on participant loans	2018-12-31	$62,157
Value of interest in common/collective trusts at end of year	2018-12-31	$2,380,120
Value of interest in common/collective trusts at beginning of year	2018-12-31	$2,469,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$19,562
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$9,289
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$9,289
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$38
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,186,437
Net investment gain or loss from common/collective trusts	2018-12-31	$52,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$422,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,061,431
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BORLAND BENEFIELD, P.C.
Accountancy firm EIN	2018-12-31	630721243
2017 : NEW FLYER 401(K) PLAN ANNISTON REGION 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$4,637,172
Total of all expenses incurred	2017-12-31	$854,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$755,929
Value of total corrective distributions	2017-12-31	$54,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,591,471
Value of total assets at end of year	2017-12-31	$21,154,022
Value of total assets at beginning of year	2017-12-31	$17,371,334
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$44,084
Total interest from all sources	2017-12-31	$53,208
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$251,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$251,865
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,145,390
Participant contributions at end of year	2017-12-31	$1,090,425
Participant contributions at beginning of year	2017-12-31	$896,741
Participant contributions at beginning of year	2017-12-31	$15,927
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$61,767
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$1,729
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$1,181
Administrative expenses (other) incurred	2017-12-31	$44,084
Total non interest bearing cash at end of year	2017-12-31	$26,455
Total non interest bearing cash at beginning of year	2017-12-31	$13,327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,782,688
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$21,154,022
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$17,371,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$17,556,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$13,843,023
Interest on participant loans	2017-12-31	$53,199
Value of interest in common/collective trusts at end of year	2017-12-31	$2,469,822
Value of interest in common/collective trusts at beginning of year	2017-12-31	$2,578,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$9,289
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$22,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$22,720
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,699,284
Net investment gain or loss from common/collective trusts	2017-12-31	$41,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$384,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$755,929
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BORLAND BENEFIELD, P.C.
Accountancy firm EIN	2017-12-31	630721243
2016 : NEW FLYER 401(K) PLAN ANNISTON REGION 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$2,608,598
Total of all expenses incurred	2016-12-31	$2,694,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,548,619
Expenses. Certain deemed distributions of participant loans	2016-12-31	$19,124
Value of total corrective distributions	2016-12-31	$66,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,710,607
Value of total assets at end of year	2016-12-31	$17,371,334
Value of total assets at beginning of year	2016-12-31	$17,457,078
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$60,510
Total interest from all sources	2016-12-31	$40,173
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$229,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$229,507
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,130,802
Participant contributions at end of year	2016-12-31	$896,741
Participant contributions at beginning of year	2016-12-31	$999,483
Participant contributions at end of year	2016-12-31	$15,927
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$67,102
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$1,181
Administrative expenses (other) incurred	2016-12-31	$51,310
Total non interest bearing cash at end of year	2016-12-31	$13,327
Total non interest bearing cash at beginning of year	2016-12-31	$11,196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-85,744
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$17,371,334
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$17,457,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$9,200
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$13,843,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$13,580,639
Interest on participant loans	2016-12-31	$40,173
Value of interest in common/collective trusts at end of year	2016-12-31	$2,578,415
Value of interest in common/collective trusts at beginning of year	2016-12-31	$2,864,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$22,720
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$1,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$1,380
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$628,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$512,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,548,619
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BORLAND BENEFIELD, P.C.
Accountancy firm EIN	2016-12-31	630721243
2015 : NEW FLYER 401(K) PLAN ANNISTON REGION 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$2,236,375
Total of all expenses incurred	2015-12-31	$1,704,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,626,832
Value of total corrective distributions	2015-12-31	$51,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,706,968
Value of total assets at end of year	2015-12-31	$17,457,078
Value of total assets at beginning of year	2015-12-31	$16,925,564
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$26,760
Total interest from all sources	2015-12-31	$239,272
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$215,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$215,486
Was this plan covered by a fidelity bond	2015-12-31	No
Value of fidelity bond cover	2015-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,250,443
Participant contributions at end of year	2015-12-31	$999,483
Participant contributions at beginning of year	2015-12-31	$862,376
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$58,027
Administrative expenses (other) incurred	2015-12-31	$26,760
Total non interest bearing cash at end of year	2015-12-31	$11,196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$531,514
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$17,457,078
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$16,925,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$13,580,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$13,025,887
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$0
Interest on participant loans	2015-12-31	$46,091
Interest earned on other investments	2015-12-31	$193,177
Value of interest in common/collective trusts at end of year	2015-12-31	$2,864,380
Value of interest in common/collective trusts at beginning of year	2015-12-31	$256,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$1,380
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$2,780,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$33,146
Net investment gain or loss from common/collective trusts	2015-12-31	$41,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at beginning of year	2015-12-31	$0
Contributions received in cash from employer	2015-12-31	$398,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,626,832
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	LOVOY, SUMMERVILLE & SHELTON, LLC
Accountancy firm EIN	2015-12-31	630795199

Form 5500 Responses for NEW FLYER 401(K) PLAN ANNISTON REGION

2019: NEW FLYER 401(K) PLAN ANNISTON REGION 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NEW FLYER 401(K) PLAN ANNISTON REGION 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: NEW FLYER 401(K) PLAN ANNISTON REGION 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: NEW FLYER 401(K) PLAN ANNISTON REGION 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: NEW FLYER 401(K) PLAN ANNISTON REGION 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60216

Policy instance

Insurance contract or identification number	MR 60216
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-03-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

NEW FLYER USA, INC. WELFARE BENEFIT PLAN [EIN = 411917946]

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Company Name:	NEW FLYER OF AMERICA
Employer identification number (EIN):	450414949
NAIC Classification:	336100

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2016-10-12
Company Identification Number:	0802561852
Legal Registered Office Address:	3229 SAWMILL PKWY DELAWARE United States of America (USA) 43015