Suburban/Coach Usa 401(K) Plan For Drivers, Shop Employees & Affiliates — Form 5500 plan (Suburban Transit Corporation)

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, Suburban/Coach Usa 401(K) Plan For Drivers, Shop Employees & Affiliates is a benefit plan reported by Suburban Transit Corporation under EIN 22-1313572 and plan number 002. The latest loaded filing year is 2023. The filing reports 210 participants and $4,292,335 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Suburban Transit Corporation
EIN
22-1313572
Plan number
002
Plan type
2
Location
New Brunswick, NJ
Latest filing year
2023
Participants
210
End-of-year plan assets
$4,292,335

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023210H, C20260201093459NAL0000210577001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,292,335
Total liabilities (EOY)
$0
Net assets (EOY)
$4,292,335
Net assets (BOY)
$3,971,808

Income & contributions

Employer contributions
$102,201
Participant contributions
$328,664
Total contributions
$430,865
Total income / additions
$841,827

Expenses & distributions

Benefits paid
$466,669
Administrative expenses
$36,212
Total expenses
$521,300
Net increase / (decrease)
$320,527

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$18,762$02023
Cliftonlarsenallen LlpACCOUNTANT/AUDITOR$15,000not reported in the loaded dataset2023

Related Form 5500 pages