A-Z Bus Sales, Inc. Employee Stock Ownership Plan — Form 5500 plan (A-Z Bus Sales, 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, A-Z Bus Sales, Inc. Employee Stock Ownership Plan is a benefit plan reported by A-Z Bus Sales, Inc. under EIN 33-0065644 and plan number 003. The latest loaded filing year is 2023. The filing reports 271 participants and $39,359,837 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- A-Z Bus Sales, Inc.
- EIN
- 33-0065644
- Plan number
- 003
- Plan type
- 2
- Location
- Colton, CA
- Latest filing year
- 2023
- Participants
- 271
- End-of-year plan assets
- $39,359,837
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 271 | H, C | 20241015122020NAL0047870640001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,359,837
- Total liabilities (EOY)
- $6,130,130
- Net assets (EOY)
- $33,229,707
- Net assets (BOY)
- $29,966,777
Income & contributions
- Employer contributions
- $600,000
- Total contributions
- $600,000
- Total income / additions
- $6,960,952
Expenses & distributions
- Benefits paid
- $3,512,368
- Administrative expenses
- $60,618
- Total expenses
- $3,698,022
- Net increase / (decrease)
- $3,262,930
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Argent Trust Company | NONE | $25,740 | not reported in the loaded dataset | 2023 |
| Transition Finance Strategies/Brea | NONE | $17,433 | not reported in the loaded dataset | 2023 |
| Morgan Stanely Smith/Barney | NONE | $12,198 | not reported in the loaded dataset | 2023 |
| Prairie Capital Advisors | NONE | $5,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for A-Z Bus Sales, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Colton, CA
- Argent Trust Company — Schedule C compensation
- Transition Finance Strategies/Brea — Schedule C compensation
- Morgan Stanely Smith/Barney — Schedule C compensation
- Prairie Capital Advisors — Schedule C compensation