2023 Form 5500 filing — Continental Express, Inc. 401 (K) 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 20240918072531NAL0005794496001) for Continental Express, Inc. 401 (K) Plan, reported by Continental Express, Inc. under EIN 34-1434240 and plan number 001. It reports 506 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240918072531NAL0005794496001
Filing year
2023
Form type
2
Plan sponsor
Continental Express, Inc.
EIN
34-1434240
Plan number
001
Location
Sidney, OH
Participants
506
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$11,395,559
Net assets (EOY)
$11,395,559
Employer contributions
$537,895
Participant contributions
$851,233
Total income / additions
$3,267,292
Benefits paid
$1,355,347
Administrative expenses
$53,748
Total expenses
$1,419,745
Net increase / (decrease)
$1,847,547
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Transamerica Financial Life InsuranRECORDKEEPER$31,013$0
Merrill Lynch Life Agency, IncINVESTMENT ADVISOR$22,735not reported in the loaded dataset

Related Form 5500 pages