2023 Form 5500 filing — Indian River Transport Company 401(K) 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 20241220163708NAL0013406658001) for Indian River Transport Company 401(K) Plan, reported by Indian River Transport Company under EIN 59-3172232 and plan number 001. It reports 411 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241220163708NAL0013406658001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Indian River Transport Company
- EIN
- 59-3172232
- Plan number
- 001
- Location
- Winter Haven, FL
- Participants
- 411
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,041,678
- Net assets (EOY)
- $5,041,678
- Employer contributions
- $177,792
- Participant contributions
- $513,632
- Total income / additions
- $1,586,816
- Benefits paid
- $405,131
- Administrative expenses
- $33,292
- Total expenses
- $438,423
- Net increase / (decrease)
- $1,148,393
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pearce Financial | ADVISOR | $17,317 | $0 |
| Fidelity Investments | RECORDKEEPER | $14,285 | $0 |
| Strategic Advisors Inc | ADVISOR | $961 | not reported in the loaded dataset |