2023 Form 5500 filing — Bouchard Transportation Co., Inc. Management 401k Plan And 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 20241014120206NAL0026098465001) for Bouchard Transportation Co., Inc. Management 401k Plan And Trust, reported by Bouchard Transportation Co., Inc. under EIN 13-4966190 and plan number 001. It reports 169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014120206NAL0026098465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bouchard Transportation Co., Inc.
- EIN
- 13-4966190
- Plan number
- 001
- Location
- Melville, NY
- Participants
- 169
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $500,947
- Benefits paid
- $6,284,234
- Administrative expenses
- $382,984
- Total expenses
- $6,667,218
- Net increase / (decrease)
- -$6,166,271
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jackson Walker Llp | ATTORNEY/LEGAL | $227,190 | not reported in the loaded dataset |
| Portage Point Partners, LLC | CONSULTANT | $117,470 | not reported in the loaded dataset |
| Boris Benic & Associates Llp | ACCOUNTANT/AUDITOR | $30,550 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $7,034 | $0 |