B & K Transportation, Inc. — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, B & K Transportation, Inc. (EIN 39-1414417) is a plan sponsor located in Oak Creek, WI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 39-1414417
- Location
- Oak Creek, WI
- Loaded plans
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $10,982,854
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $10,982,854
Contributions & income
- Employer contributions
- $136,958
- Participant contributions
- $601,243
- Total income / additions
- $2,011,740
Expenses & distributions
- Benefits paid / distributions
- $1,990,973
- Total expenses
- $2,056,159
- Net increase / (decrease)
- -$44,419
Coverage
- Total reported participants
- 122
- Plans with financial statements
- 2
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| B & K Transportation, Inc. Employee Retirement And Savings Plan | 001 | 122 | $10,982,854 | 2023 |
| B & K Transportation, Inc. Employee Stock Ownership Plan | 002 | 0 | $0 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | B & K Transportation, Inc. Employee Stock Ownership Plan | 0 | I | 20241003130835NAL0009881409001 |
| 2023 | B & K Transportation, Inc. Employee Retirement And Savings Plan | 122 | H, C | 20241015122437NAL0057569234001 |