2023 Form 5500 filing — Nussbaum Transportation Services, Inc. 401(K) Plan & Trust
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 20240917160631NAL0001890867001) for Nussbaum Transportation Services, Inc. 401(K) Plan & Trust, reported by Nussbaum Transportation Services, Inc. under EIN 37-0814342 and plan number 002. It reports 826 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917160631NAL0001890867001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nussbaum Transportation Services, Inc.
- EIN
- 37-0814342
- Plan number
- 002
- Location
- Hudson, IL
- Participants
- 826
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,825,138
- Total liabilities (EOY)
- $1,593
- Net assets (EOY)
- $16,823,545
- Employer contributions
- $379,597
- Participant contributions
- $2,367,313
- Total income / additions
- $4,894,768
- Benefits paid
- $1,479,264
- Administrative expenses
- $94,869
- Total expenses
- $1,574,133
- Net increase / (decrease)
- $3,320,635
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln Retirement Services | SERVICE PROVIDER | $51,869 | not reported in the loaded dataset |
| Striegel Knobloch & Company, LLC | SERVICE PROVIDER | $3,000 | not reported in the loaded dataset |
| Sikich, Llp | SERVICE PROVIDER | $0 | not reported in the loaded dataset |