2023 Form 5500 filing — Suburban/Coach Usa 401(K) Plan For Drivers, Shop Employees & Affiliates
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 20260201093459NAL0000210577001) for Suburban/Coach Usa 401(K) Plan For Drivers, Shop Employees & Affiliates, reported by Suburban Transit Corporation under EIN 22-1313572 and plan number 002. It reports 210 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)$4.3MReported net assets$4,292,335
Participants210
Provider compensation$33.8K2 Schedule C row(s)$33,762
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20260201093459NAL0000210577001
- Plan sponsor
- Suburban Transit Corporation
- EIN
- 22-1313572
- Plan number
- 002
- Location
- New Brunswick, NJ
- Received date
- not reported in the loaded dataset
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)$4.3M total assets
Net assets$4.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,292,335
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,292,335
- Employer contributions
- $102,201
- Participant contributions
- $328,664
- Total income / additions
- $841,827
- Benefits paid
- $466,669
- Administrative expenses
- $36,212
- Total expenses
- $521,300
- Net increase / (decrease)
- $320,527
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $18,762 | $0 |
| Cliftonlarsenallen Llp | ACCOUNTANT/AUDITOR | $15,000 | not reported in the loaded dataset |