2023 Form 5500 filing — Shreveport Transit Company, Inc. Employees Retirement And Disability 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 20241014144036NAL0046400656001) for Shreveport Transit Company, Inc. Employees Retirement And Disability Plan, reported by Shreveport Transit Management, Inc. under EIN 72-1150610 and plan number 001. It reports 221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014144036NAL0046400656001
Filing year
2023
Form type
2
Plan sponsor
Shreveport Transit Management, Inc.
EIN
72-1150610
Plan number
001
Location
Shreveport, LA
Participants
221
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$11,820,388
Total liabilities (EOY)
$0
Net assets (EOY)
$11,820,388
Employer contributions
$729,785
Participant contributions
$729,785
Total income / additions
$3,048,298
Benefits paid
$1,285,201
Administrative expenses
$277,184
Total expenses
$1,562,385
Net increase / (decrease)
$1,485,913
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Regions BankNONE$78,759not reported in the loaded dataset
Heard, Mcelroy & VestalNONE$17,900not reported in the loaded dataset
Osborn, Carreiro & Associates, Inc.NONE$6,000not reported in the loaded dataset

Related Form 5500 pages