2023 Form 5500 filing — New Britain Transportation Company 401(K) Profit Sharing 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 20240913110652NAL0011559905001) for New Britain Transportation Company 401(K) Profit Sharing Plan, reported by New Britain Transportation Company under EIN 06-0467280 and plan number 002. It reports 376 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)$3.9MReported net assets$3,872,364
Participants376
Provider compensation$4.8K2 Schedule C row(s)$4,840
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240913110652NAL0011559905001
- Plan sponsor
- New Britain Transportation Company
- EIN
- 06-0467280
- Plan number
- 002
- Location
- Berlin, CT
- Received date
- not reported in the loaded dataset
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)$3.9M total assets
Net assets$3.9MLiabilities$1.3K
Full reported line items
- Total assets (EOY)
- $3,873,697
- Total liabilities (EOY)
- $1,333
- Net assets (EOY)
- $3,872,364
- Employer contributions
- $69,631
- Participant contributions
- $324,186
- Total income / additions
- $777,020
- Benefits paid
- $33,606
- Administrative expenses
- $13,600
- Total expenses
- $50,455
- Net increase / (decrease)
- $726,565
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Capital Markets LLC | REGISTERED INVESTMENT ADV | $2,785 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $2,055 | not reported in the loaded dataset |