2023 Form 5500 filing — Mccollister'S Transportation Systems, Inc. 401(K) Savings 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 20241004152639NAL0005795235001) for Mccollister'S Transportation Systems, Inc. 401(K) Savings Plan, reported by Mccollister'S Transportation Systems Inc under EIN 22-3621494 and plan number 003. It reports 853 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004152639NAL0005795235001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mccollister'S Transportation Systems Inc
- EIN
- 22-3621494
- Plan number
- 003
- Location
- Burlington, NJ
- Participants
- 853
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,039,926
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,039,926
- Employer contributions
- $204
- Participant contributions
- $1,608,426
- Total income / additions
- $6,254,466
- Benefits paid
- $2,423,266
- Administrative expenses
- $22,950
- Total expenses
- $2,446,216
- Net increase / (decrease)
- $3,808,250
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $14,036 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $8,915 | not reported in the loaded dataset |