Academy Salary Savings Plan — Form 5500 plan (Academy 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, Academy Salary Savings Plan is a benefit plan reported by Academy Bus, LLC under EIN 22-3765142 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,606 participants and $44,101,029 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Academy Bus, LLC
EIN
22-3765142
Plan number
001
Plan type
2
Location
Hoboken, NJ
Latest filing year
2023
Participants
1,606
End-of-year plan assets
$44,101,029

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,606H, C20241014085011NAL0025758993001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,101,029
Total liabilities (EOY)
$0
Net assets (EOY)
$44,101,029
Net assets (BOY)
$38,851,217

Income & contributions

Participant contributions
$4,046,370
Total contributions
$4,391,637
Total income / additions
$9,006,370

Expenses & distributions

Benefits paid
$3,616,311
Administrative expenses
$61,053
Total expenses
$3,737,317
Net increase / (decrease)
$5,269,053

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Capital Group LLCNONE$39,316not reported in the loaded dataset2023
T Rowe Price Rps IncNONE$21,737$02023

Related Form 5500 pages