J. P. Noonan 401(K) Retirement Plan — Form 5500 plan (J.P. Noonan Transportation, 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, J. P. Noonan 401(K) Retirement Plan is a benefit plan reported by J.P. Noonan Transportation, Inc. under EIN 04-2443727 and plan number 001. The latest loaded filing year is 2023. The filing reports 517 participants and $16,101,277 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
J.P. Noonan Transportation, Inc.
EIN
04-2443727
Plan number
001
Plan type
3
Location
West Bridgewater, MA
Latest filing year
2023
Participants
517
End-of-year plan assets
$16,101,277

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023517H, C20241003143302NAL0010664241001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,101,277
Total liabilities (EOY)
$0
Net assets (EOY)
$16,101,277
Net assets (BOY)
$13,275,462

Income & contributions

Employer contributions
$81,485
Participant contributions
$1,796,969
Total contributions
$1,938,391
Total income / additions
$4,218,988

Expenses & distributions

Benefits paid
$1,345,895
Administrative expenses
$47,278
Total expenses
$1,393,173
Net increase / (decrease)
$2,825,815

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
New Century Investment Mgmt LLCADVISOR$22,434not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$22,164$02023

Related Form 5500 pages