2023 Form 5500 filing — Budd Van Lines, Inc. Savings And Retirement 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 20241015155436NAL0015018227001) for Budd Van Lines, Inc. Savings And Retirement Plan, reported by Budd Van Lines, Inc. under EIN 22-2068529 and plan number 001. It reports 287 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)$8.7MReported net assets$8,669,037
Participants287
Provider compensation$11.6K1 Schedule C row(s)$11,613
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015155436NAL0015018227001
Plan sponsor
Budd Van Lines, Inc.
EIN
22-2068529
Plan number
001
Location
Somerset, NJ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$8.7M total assets
Net assets$8.7MLiabilities$12.6K
Money in vs. money out
Total income / additions$1.8M
Total expenses$866.4K
Benefits paid / distributions$819.3K
Contributions
EmployerNot reported
Participant$485.5K
Full reported line items
Total assets (EOY)
$8,681,604
Total liabilities (EOY)
$12,567
Net assets (EOY)
$8,669,037
Participant contributions
$485,484
Total income / additions
$1,843,875
Benefits paid
$819,265
Administrative expenses
$16,178
Total expenses
$866,393
Net increase / (decrease)
$977,482
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISORS · Direct $11.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015155436NAL0015018227001 cover?
It is the 2023 Form 5500 filing for Budd Van Lines, Inc. Savings And Retirement Plan, reported by Budd Van Lines, Inc. (EIN 22-2068529).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages