2023 Form 5500 filing — Charles County School Bus Contractors Assoc. 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 20251031155801NAL0002075907001) for Charles County School Bus Contractors Assoc. Retirement Plan, reported by Charles County School Bus Contractors Association under EIN 52-1659476 and plan number 001. It reports 502 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$2.6MReported net assets$2,598,955
Participants502
Provider compensation$53.1K3 Schedule C row(s)$53,091
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20251031155801NAL0002075907001
Plan sponsor
Charles County School Bus Contractors Association
EIN
52-1659476
Plan number
001
Location
Port Tobacco, MD
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)$2.6M total assets
Net assets$2.6MLiabilities$0
Money in vs. money out
Total income / additions$509.7K
Total expenses$243.2K
Benefits paid / distributions$211K
Contributions
Employer$213.1K
Participant$42.7K
Full reported line items
Total assets (EOY)
$2,598,955
Total liabilities (EOY)
$0
Net assets (EOY)
$2,598,955
Employer contributions
$213,124
Participant contributions
$42,716
Total income / additions
$509,688
Benefits paid
$210,965
Administrative expenses
$32,238
Total expenses
$243,203
Net increase / (decrease)
$266,485
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $15.6K · Indirect $5.8K
  2. 2
    TPA · Direct $15.5K · Indirect $3.8K
  3. 3
    ADVISOR · Direct $0 · Indirect $12.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20251031155801NAL0002075907001 cover?
It is the 2023 Form 5500 filing for Charles County School Bus Contractors Assoc. Retirement Plan, reported by Charles County School Bus Contractors Association (EIN 52-1659476).
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