Lakeland Bus Lines, Inc. Retirement Plan And Trust — Form 5500 plan (Lakeland Bus Lines, Inc.)

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, Lakeland Bus Lines, Inc. Retirement Plan And Trust is a benefit plan reported by Lakeland Bus Lines, Inc. under EIN 22-2186420 and plan number 001. The latest loaded filing year is 2023. The filing reports 165 participants and $16,470,485 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lakeland Bus Lines, Inc.
EIN
22-2186420
Plan number
001
Plan type
2
Location
Dover, NJ
Latest filing year
2023
Participants
165
End-of-year plan assets
$16,470,485

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023165H, C20241015122034NAL0029604273001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,470,485
Total liabilities (EOY)
$0
Net assets (EOY)
$16,470,485
Net assets (BOY)
$15,215,750

Income & contributions

Employer contributions
$4,000
Total contributions
$4,000
Total income / additions
$2,009,043

Expenses & distributions

Benefits paid
$603,567
Administrative expenses
$150,741
Total expenses
$754,308
Net increase / (decrease)
$1,254,735

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo AdvisorsADVISOR$150,022not reported in the loaded dataset2023

Related Form 5500 pages