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APPALCART RETIREMENT PLAN 401k Plan overview

Plan NameAPPALCART RETIREMENT PLAN
Plan identification number 001

APPALCART RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

APPALCART RETIREMENT PLAN has sponsored the creation of one or more 401k plans.

Company Name:APPALCART RETIREMENT PLAN
Employer identification number (EIN):561503572
NAIC Classification:485210
NAIC Description:Interurban and Rural Bus Transportation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan APPALCART RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-07-01CRAIG HUGHES2024-10-21
0012022-07-01CRAIG HUGHES2023-12-05
0012021-07-01CRAIG HUGHES2022-09-08
0012020-07-01CRAIG HUGHES2021-09-01
0012019-07-01CRAIG HUGHES2020-09-16
0012018-07-01CRAIG HUGHES2019-09-11
0012017-07-01CRAIG HUGHES2018-08-06
0012016-07-01CRAIG HUGHES2017-08-16
0012015-07-01CRAIG HUGHES2016-08-31
0012014-07-01GREGORY M. LOVINS2015-09-29
0012013-07-01CHRISTOPHER D. TURNER2014-08-28
0012012-07-01CHRISTOPHER D. TURNER2013-09-25
0012011-07-01DEBORAH GREENE2013-04-15
0012010-07-01DEBORAH GREENE
0012009-07-01CHRISTOPHER D. TURNER
0012009-07-01CHRISTOPHER D. TURNER

Plan Statistics for APPALCART RETIREMENT PLAN

401k plan membership statisitcs for APPALCART RETIREMENT PLAN

Measure Date Value
2010: APPALCART RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-0148
Total number of active participants reported on line 7a of the Form 55002010-07-0145
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-016
Total of all active and inactive participants2010-07-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-0151
Number of participants with account balances2010-07-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-013
2009: APPALCART RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0142
Total number of active participants reported on line 7a of the Form 55002009-07-0144
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-014
Total of all active and inactive participants2009-07-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0148
Number of participants with account balances2009-07-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-012

Financial Data on APPALCART RETIREMENT PLAN

Measure Date Value
2011 : APPALCART RETIREMENT PLAN 2011 401k financial data
Transfers to/from the plan2011-06-30$0
Total income from all sources2011-06-30$146,844
Expenses. Total of all expenses incurred2011-06-30$49,071
Benefits paid (including direct rollovers)2011-06-30$49,071
Total plan assets at end of year2011-06-30$1,207,976
Total plan assets at beginning of year2011-06-30$1,110,202
Value of fidelity bond covering the plan2011-06-30$112,000
Total contributions received or receivable from participants2011-06-30$0
Expenses. Other expenses not covered elsewhere2011-06-30$0
Contributions received from other sources (not participants or employers)2011-06-30$0
Other income received2011-06-30$44,253
Noncash contributions received2011-06-30$0
Net income (gross income less expenses)2011-06-30$97,773
Net plan assets at end of year (total assets less liabilities)2011-06-30$1,207,976
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$1,110,202
Total contributions received or receivable from employer(s)2011-06-30$102,591
Value of certain deemed distributions of participant loans2011-06-30$0
Value of corrective distributions2011-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Funding deficiency by the employer to the plan for this plan year2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$102,591
Amount contributed by the employer to the plan for this plan year2011-06-30$102,591
2010 : APPALCART RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$100,523
Amount contributed by the employer to the plan for this plan year2010-06-30$100,523

Form 5500 Responses for APPALCART RETIREMENT PLAN

2010: APPALCART RETIREMENT PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: APPALCART RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number601947
Policy instance 1
Insurance contract or identification number601947
Number of Individuals Covered49
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $1,420
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes

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