2023 Form 5500 filing — Intermodal Collectively Bargained Pension 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 20240715070402NAL0001996096001) for Intermodal Collectively Bargained Pension Plan, reported by Budco Group, Inc. under EIN 31-1031189 and plan number 005. It reports 256 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)$3.2MReported net assets$3,196,802
Participants256
Provider compensation$7751 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240715070402NAL0001996096001
Plan sponsor
Budco Group, Inc.
EIN
31-1031189
Plan number
005
Location
Cincinnati, OH
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)$3.2M total assets
Net assets$3.2MLiabilities$0
Money in vs. money out
Total income / additions$881.5K
Total expenses$584.6K
Benefits paid / distributions$583.8K
Contributions
Employer$290.3K
Participant$138.3K
Full reported line items
Total assets (EOY)
$3,196,802
Total liabilities (EOY)
$0
Net assets (EOY)
$3,196,802
Employer contributions
$290,323
Participant contributions
$138,336
Total income / additions
$881,538
Benefits paid
$583,845
Administrative expenses
$775
Total expenses
$584,620
Net increase / (decrease)
$296,918
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $775 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240715070402NAL0001996096001 cover?
It is the 2023 Form 5500 filing for Intermodal Collectively Bargained Pension Plan, reported by Budco Group, Inc. (EIN 31-1031189).
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