2023 Form 5500 filing — Montachusett Regional Transit Authority 401k 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 20250702091435NAL0012759137001) for Montachusett Regional Transit Authority 401k Plan, reported by Montachusett Regional Transit Authority under EIN 04-2677160 and plan number 002. It reports 122 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250702091435NAL0012759137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Montachusett Regional Transit Authority
- EIN
- 04-2677160
- Plan number
- 002
- Location
- Fitchburg, MA
- Participants
- 122
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,911,518
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,911,518
- Employer contributions
- $581,222
- Participant contributions
- $205,954
- Total income / additions
- $1,356,877
- Benefits paid
- $557,538
- Administrative expenses
- $2,348
- Total expenses
- $560,505
- Net increase / (decrease)
- $796,372
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $1,125 | $0 |