Bacarella Transportation Servi 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Bacarella Transportation Services)
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, Bacarella Transportation Servi 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Bacarella Transportation Services under EIN 06-1048835 and plan number 001. The latest loaded filing year is 2023. The filing reports 201 participants and $11,182,238 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$11.2MPlan net assets, end of year$11,182,238
Participants201Covered participants reported
Assets / participant$55.6KComputed: assets ÷ participants$55,633 (computed)
Provider compensation$24.7K2 Schedule C provider row(s)$24,739
- Plan sponsor
- Bacarella Transportation Services
- EIN
- 06-1048835
- Plan number
- 001
- Plan type
- 2
- Location
- Shelton, CT
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 201 | H, C | 20241011092252NAL0021582113001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$11.2M total assets
Net assets$11.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $11,182,238
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,182,238
- Net assets (BOY)
- $8,203,046
Income & contributions
- Employer contributions
- $510,449
- Participant contributions
- $1,194,805
- Total contributions
- $2,220,056
- Total income / additions
- $3,313,905
Expenses & distributions
- Benefits paid
- $308,252
- Administrative expenses
- $26,461
- Total expenses
- $334,713
- Net increase / (decrease)
- $2,979,192
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gyl Financial Synergies | ADVISOR | $18,705 | not reported in the loaded dataset | 2023 |
| Pasi, LLC | CONTRACT ADMIN | $6,034 | not reported in the loaded dataset | 2023 |