Montachusett Regional Transit Authority 401k Plan — Form 5500 plan (Montachusett Regional Transit Authority)
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, Montachusett Regional Transit Authority 401k Plan is a benefit plan reported by Montachusett Regional Transit Authority under EIN 04-2677160 and plan number 002. The latest loaded filing year is 2023. The filing reports 122 participants and $3,911,518 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Montachusett Regional Transit Authority
- EIN
- 04-2677160
- Plan number
- 002
- Plan type
- 2
- Location
- Fitchburg, MA
- Latest filing year
- 2023
- Participants
- 122
- End-of-year plan assets
- $3,911,518
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 122 | H, C | 20250702091435NAL0012759137001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,911,518
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,911,518
- Net assets (BOY)
- $3,115,146
Income & contributions
- Employer contributions
- $581,222
- Participant contributions
- $205,954
- Total contributions
- $787,176
- Total income / additions
- $1,356,877
Expenses & distributions
- Benefits paid
- $557,538
- Administrative expenses
- $2,348
- Total expenses
- $560,505
- Net increase / (decrease)
- $796,372
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $1,125 | $0 | 2023 |