Continental Express, Inc. 401 (K) Plan — Form 5500 plan (Continental Express, 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, Continental Express, Inc. 401 (K) Plan is a benefit plan reported by Continental Express, Inc. under EIN 34-1434240 and plan number 001. The latest loaded filing year is 2023. The filing reports 506 participants and $11,395,559 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Continental Express, Inc.
EIN
34-1434240
Plan number
001
Plan type
2
Location
Sidney, OH
Latest filing year
2023
Participants
506
End-of-year plan assets
$11,395,559

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023506H, C20240918072531NAL0005794496001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,395,559
Net assets (EOY)
$11,395,559
Net assets (BOY)
$9,548,012

Income & contributions

Employer contributions
$537,895
Participant contributions
$851,233
Total contributions
$1,389,128
Total income / additions
$3,267,292

Expenses & distributions

Benefits paid
$1,355,347
Administrative expenses
$53,748
Total expenses
$1,419,745
Net increase / (decrease)
$1,847,547

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Financial Life InsuranRECORDKEEPER$31,013$02023
Merrill Lynch Life Agency, IncINVESTMENT ADVISOR$22,735not reported in the loaded dataset2023

Related Form 5500 pages