401k Plan data: R. W. BOZEL TRANSFER, INC. PROFIT SHARING PLAN plan

R. W. BOZEL TRANSFER, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	R. W. BOZEL TRANSFER, INC. PROFIT SHARING PLAN
Plan identification number	002

R. W. BOZEL TRANSFER, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

401k Sponsoring company profile

R.W. BOZEL TRANSFER, INC. has sponsored the creation of one or more 401k plans.

Company Name: R.W. BOZEL TRANSFER, INC.

Employer identification number (EIN): 520629441

NAIC Classification: 484200
NAIC Description: Specialized Freight Trucking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R. W. BOZEL TRANSFER, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01 CHRISTOPHER BOZEL 2019-07-23 CHRISTOPHER BOZEL 2019-07-23
002 2017-01-01 CHRISTOPHER BOZEL 2018-07-27 CHRISTOPHER BOZEL 2018-07-27
002 2016-01-01 CHRISTOPHER BOZEL 2017-09-19 CHRISTOPHER BOZEL 2017-09-19
002 2015-01-01 CHRISTOPHER BOZEL 2016-07-25 CHRISTOPHER BOZEL 2016-07-25
002 2014-01-01 CHRISTOPHER BOZEL 2015-07-28 CHRISTOPHER BOZEL 2015-07-28
002 2013-01-01 CHRISTOPHER BOZEL 2014-07-22 CHRISTOPHER BOZEL 2014-07-22
002 2012-01-01 CHRISTOPHER BOZEL 2013-07-30 CHRISTOPHER BOZEL 2013-07-30
002 2011-01-01 CHRISTOPHER BOZEL
002 2009-01-01 CHRISTOPHER BOZEL CHRISTOPHER BOZEL 2010-07-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2018-01-01	CHRISTOPHER BOZEL	2019-07-23	CHRISTOPHER BOZEL	2019-07-23
002	2017-01-01	CHRISTOPHER BOZEL	2018-07-27	CHRISTOPHER BOZEL	2018-07-27
002	2016-01-01	CHRISTOPHER BOZEL	2017-09-19	CHRISTOPHER BOZEL	2017-09-19
002	2015-01-01	CHRISTOPHER BOZEL	2016-07-25	CHRISTOPHER BOZEL	2016-07-25
002	2014-01-01	CHRISTOPHER BOZEL	2015-07-28	CHRISTOPHER BOZEL	2015-07-28
002	2013-01-01	CHRISTOPHER BOZEL	2014-07-22	CHRISTOPHER BOZEL	2014-07-22
002	2012-01-01	CHRISTOPHER BOZEL	2013-07-30	CHRISTOPHER BOZEL	2013-07-30
002	2011-01-01	CHRISTOPHER BOZEL
002	2009-01-01	CHRISTOPHER BOZEL		CHRISTOPHER BOZEL	2010-07-27

Plan Statistics for R. W. BOZEL TRANSFER, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for R. W. BOZEL TRANSFER, INC. PROFIT SHARING PLAN

Measure Date Value
2011: R. W. BOZEL TRANSFER, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 83
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 69
Number of other retired or separated participants entitled to future benefits 2011-01-01 14
Total of all active and inactive participants 2011-01-01 83
Total participants 2011-01-01 83
Number of participants with account balances 2011-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2009: R. W. BOZEL TRANSFER, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 88
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 69
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 73
Number of participants with account balances 2009-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: R. W. BOZEL TRANSFER, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	83
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	69
Number of other retired or separated participants entitled to future benefits	2011-01-01	14
Total of all active and inactive participants	2011-01-01	83
Total participants	2011-01-01	83
Number of participants with account balances	2011-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2009: R. W. BOZEL TRANSFER, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	88
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	69
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	73
Number of participants with account balances	2009-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on R. W. BOZEL TRANSFER, INC. PROFIT SHARING PLAN

Measure	Date	Value
2011 : R. W. BOZEL TRANSFER, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$119,437
Expenses. Total of all expenses incurred	2011-12-31	$237,397
Benefits paid (including direct rollovers)	2011-12-31	$216,703
Total plan assets at end of year	2011-12-31	$4,420,645
Total plan assets at beginning of year	2011-12-31	$4,538,605
Value of fidelity bond covering the plan	2011-12-31	$450,000
Total contributions received or receivable from participants	2011-12-31	$74,242
Other income received	2011-12-31	$-15,805
Net income (gross income less expenses)	2011-12-31	$-117,960
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,420,645
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,538,605
Assets. Value of participant loans	2011-12-31	$249,468
Total contributions received or receivable from employer(s)	2011-12-31	$61,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$20,694
2010 : R. W. BOZEL TRANSFER, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$461,482
Expenses. Total of all expenses incurred	2010-12-31	$189,045
Benefits paid (including direct rollovers)	2010-12-31	$170,347
Total plan assets at end of year	2010-12-31	$4,538,605
Total plan assets at beginning of year	2010-12-31	$4,266,168
Value of fidelity bond covering the plan	2010-12-31	$450,000
Total contributions received or receivable from participants	2010-12-31	$83,031
Other income received	2010-12-31	$378,451
Net income (gross income less expenses)	2010-12-31	$272,437
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,538,605
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,266,168
Assets. Value of participant loans	2010-12-31	$272,643
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$18,698

Form 5500 Responses for R. W. BOZEL TRANSFER, INC. PROFIT SHARING PLAN

2011: R. W. BOZEL TRANSFER, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: R. W. BOZEL TRANSFER, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

17129

Policy instance

Insurance contract or identification number	17129
Number of Individuals Covered	70
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $18,266
Total amount of fees paid to insurance company	USD $3,071
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

17129

Policy instance

Insurance contract or identification number	17129
Number of Individuals Covered	68
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $19,036
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $3,973
Insurance broker organization code?	5
Insurance broker name	VANGUARD GROUP, INC.

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Company Name:	R.W. BOZEL TRANSFER, INC.
Employer identification number (EIN):	520629441
NAIC Classification:	484200
NAIC Description:	Specialized Freight Trucking