2023 Form 5500 filing — Bacarella Transportation Servi 401(K) Profit Sharing 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 20241011092252NAL0021582113001) for Bacarella Transportation Servi 401(K) Profit Sharing Plan & Trust, reported by Bacarella Transportation Services under EIN 06-1048835 and plan number 001. It reports 201 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)$11.2MReported net assets$11,182,238
Participants201
Provider compensation$24.7K2 Schedule C row(s)$24,739
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011092252NAL0021582113001
- Plan sponsor
- Bacarella Transportation Services
- EIN
- 06-1048835
- Plan number
- 001
- Location
- Shelton, 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)$11.2M total assets
Net assets$11.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $11,182,238
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,182,238
- Employer contributions
- $510,449
- Participant contributions
- $1,194,805
- Total income / additions
- $3,313,905
- Benefits paid
- $308,252
- Administrative expenses
- $26,461
- Total expenses
- $334,713
- Net increase / (decrease)
- $2,979,192
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gyl Financial Synergies | ADVISOR | $18,705 | not reported in the loaded dataset |
| Pasi, LLC | CONTRACT ADMIN | $6,034 | not reported in the loaded dataset |