Illinois Central Companies 401(K) And Profit Sharing Plan — Form 5500 plan (Illinois Central School Bus, LLC)

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, Illinois Central Companies 401(K) And Profit Sharing Plan is a benefit plan reported by Illinois Central School Bus, LLC under EIN 20-0991676 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,003 participants and $9,232,795 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Illinois Central School Bus, LLC
EIN
20-0991676
Plan number
001
Plan type
2
Location
Joliet, IL
Latest filing year
2023
Participants
4,003
End-of-year plan assets
$9,232,795

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,003H, C20250415151913NAL0005859760001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,232,795
Total liabilities (EOY)
$0
Net assets (EOY)
$9,232,795
Net assets (BOY)
$7,138,315

Income & contributions

Employer contributions
$673,615
Participant contributions
$1,811,299
Total contributions
$2,525,958
Total income / additions
$3,580,349

Expenses & distributions

Benefits paid
$1,393,180
Administrative expenses
$92,689
Total expenses
$1,485,869
Net increase / (decrease)
$2,094,480

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$72,704$02023
Creative Planning, Inc.INVESTMENT ADVISORY$19,984$162023

Related Form 5500 pages