Educational Bus Transportation, Inc. 401(K) Plan — Form 5500 plan (Educational Bus Transportation,)
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, Educational Bus Transportation, Inc. 401(K) Plan is a benefit plan reported by Educational Bus Transportation, under EIN 11-1976948 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,457 participants and $12,013,914 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Educational Bus Transportation,
- EIN
- 11-1976948
- Plan number
- 001
- Plan type
- 2
- Location
- Spring Valley, NY
- Latest filing year
- 2023
- Participants
- 1,457
- End-of-year plan assets
- $12,013,914
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,457 | H, C | 20251022093059NAL0001437873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,013,914
- Total liabilities (EOY)
- $7,500
- Net assets (EOY)
- $12,006,414
- Net assets (BOY)
- $9,645,288
Income & contributions
- Employer contributions
- $296,796
- Participant contributions
- $1,723,341
- Total contributions
- $2,047,088
- Total income / additions
- $3,471,035
Expenses & distributions
- Benefits paid
- $1,070,733
- Administrative expenses
- $16,510
- Total expenses
- $1,109,909
- Net increase / (decrease)
- $2,361,126
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $9,010 | $0 | 2023 |
| Oconnor Davies, | ACCOUNTANT | $7,333 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Equitable Advisors, LLC | ADVISOR | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Educational Bus Transportation,
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Spring Valley, NY
- Adp, Inc. — Schedule C compensation
- Oconnor Davies, — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation
- Equitable Advisors, LLC — Schedule C compensation