Concord Coach Lines, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Concord Coach Lines, Inc.)

Plain-English plan 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, Concord Coach Lines, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Concord Coach Lines, Inc. under EIN 02-0234701 and plan number 001. The latest loaded filing year is 2023. The filing reports 287 participants and $10,312,378 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Concord Coach Lines, Inc.
EIN
02-0234701
Plan number
001
Plan type
2
Location
Concord, NH
Latest filing year
2023
Participants
287
End-of-year plan assets
$10,312,378

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023287H, C20241001085851NAL0006831985001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,312,378
Total liabilities (EOY)
$0
Net assets (EOY)
$10,312,378
Net assets (BOY)
$8,331,580

Income & contributions

Employer contributions
$372,985
Participant contributions
$793,635
Total contributions
$1,168,348
Total income / additions
$2,624,293

Expenses & distributions

Benefits paid
$632,561
Administrative expenses
$10,934
Total expenses
$643,495
Net increase / (decrease)
$1,980,798

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tawney, PllcACCOUNTANT/AUDITOR$8,933not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$2,001$02023

Related Form 5500 pages