2023 Form 5500 filing — Herrera School Buses And Coaches, Inc. Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240618125103NAL0001862115001) for Herrera School Buses And Coaches, Inc. Retirement Plan, reported by Herrera School Buses And Coaches, Inc. under EIN 85-0285702 and plan number 001. It reports 201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.7MReported net assets$3,749,556
Participants201
Provider compensation$5.5K1 Schedule C row(s)$5,546
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240618125103NAL0001862115001
Plan sponsor
Herrera School Buses And Coaches, Inc.
EIN
85-0285702
Plan number
001
Location
Albuquerque, NM
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.7M total assets
Net assets$3.7MLiabilities$0
Money in vs. money out
Total income / additions$761.5K
Total expenses$199K
Benefits paid / distributions$187.5K
Contributions
Employer$30.2K
Participant$218.5K
Full reported line items
Total assets (EOY)
$3,749,556
Total liabilities (EOY)
$0
Net assets (EOY)
$3,749,556
Employer contributions
$30,238
Participant contributions
$218,542
Total income / additions
$761,508
Benefits paid
$187,545
Administrative expenses
$5,547
Total expenses
$199,043
Net increase / (decrease)
$562,465
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $5.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240618125103NAL0001862115001 cover?
It is the 2023 Form 5500 filing for Herrera School Buses And Coaches, Inc. Retirement Plan, reported by Herrera School Buses And Coaches, Inc. (EIN 85-0285702).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages