2023 Form 5500 filing — The North Fork Express/Montauk Bus Companies 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 20241011124234NAL0012492115001) for The North Fork Express/Montauk Bus Companies 401(K) Savings Plan, reported by Montauk Bus Service, Inc. under EIN 11-3459790 and plan number 001. It reports 381 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011124234NAL0012492115001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Montauk Bus Service, Inc.
- EIN
- 11-3459790
- Plan number
- 001
- Location
- Center Moriches, NY
- Participants
- 381
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,364,213
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,364,213
- Employer contributions
- $43,668
- Participant contributions
- $289,592
- Total income / additions
- $457,535
- Benefits paid
- $39,260
- Administrative expenses
- $10,795
- Total expenses
- $50,055
- Net increase / (decrease)
- $407,480
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Trust Retirement | CONTRACT ADMINISTRATOR | $8,150 | not reported in the loaded dataset |
| Lebenthal Global Advisors | ADVISORY FIRM | $5,758 | not reported in the loaded dataset |