2023 Form 5500 filing — Napa Transportation, 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 20240722051259NAL0005606307001) for Napa Transportation, Inc. Retirement Plan, reported by Napa Transportation, Inc. under EIN 25-1657908 and plan number 001. It reports 719 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)$10.6MReported net assets$10,616,138
Participants719
Provider compensation$78.6K2 Schedule C row(s)$78,591
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240722051259NAL0005606307001
Plan sponsor
Napa Transportation, Inc.
EIN
25-1657908
Plan number
001
Location
Mechanicsburg, PA
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)$10.6M total assets
Net assets$10.6MLiabilities$0
Money in vs. money out
Total income / additions$3M
Total expenses$1.4M
Benefits paid / distributions$1.3M
Contributions
Employer$300.8K
Participant$1.2M
Full reported line items
Total assets (EOY)
$10,616,138
Total liabilities (EOY)
$0
Net assets (EOY)
$10,616,138
Employer contributions
$300,766
Participant contributions
$1,219,996
Total income / additions
$3,033,148
Benefits paid
$1,349,999
Administrative expenses
$78,549
Total expenses
$1,432,908
Net increase / (decrease)
$1,600,240
Schedule C

Reported service provider compensation

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

  1. 1
    Adp, Inc.$78.6K
    RECORD KEEPER · Direct $78.6K · Indirect $0
  2. 2
    INVESTMENT/FINANCIAL ADVI · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240722051259NAL0005606307001 cover?
It is the 2023 Form 5500 filing for Napa Transportation, Inc. Retirement Plan, reported by Napa Transportation, Inc. (EIN 25-1657908).
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