Plan5500

Bulkmatic 401(K) Retirement Savings Plan — Form 5500 plan (Bulkmatic Transport Company)

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, Bulkmatic 401(K) Retirement Savings Plan is a benefit plan reported by Bulkmatic Transport Company under EIN 36-2589105 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,062 participants and $37,362,054 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$37.4MPlan net assets, end of year$37,362,054
Participants1.1KCovered participants reported1,062
Assets / participant$35.2KComputed: assets ÷ participants$35,181 (computed)
Provider compensation$129.9K3 Schedule C provider row(s)$129,925
Plan sponsor
Bulkmatic Transport Company
EIN
36-2589105
Plan number
001
Plan type
2
Location
Griffith, IN
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,062 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$37.4M total assets
Net assets$37.4MLiabilities$0
Money in vs. money out
Total income / additions$10.6M
Total expenses$5M
Benefits paid / distributions$4.7M
Contributions
Employer$894.5K
Participant$3.7M
Full reported line items

Net assets

Total assets (EOY)
$37,362,054
Total liabilities (EOY)
$0
Net assets (EOY)
$37,362,054
Net assets (BOY)
$31,758,613

Income & contributions

Employer contributions
$894,511
Participant contributions
$3,658,144
Total contributions
$4,706,488
Total income / additions
$10,580,690

Expenses & distributions

Benefits paid
$4,742,215
Administrative expenses
$124,904
Total expenses
$4,977,249
Net increase / (decrease)
$5,603,441
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 20%Participant 80%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income45%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Merrill Lynch Pierce Fenner & Smith$65.6K
    INVESTMENT ADVISOR · Direct $60.6K · Indirect $5K
  2. 2
    Adp, Inc.$64.3K
    RECORD KEEPER · Direct $64.3K · Indirect $0
  3. 3
    Adp Broker-Dealer$0
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Bulkmatic 401(K) Retirement Savings Plan?
Bulkmatic 401(K) Retirement Savings Plan is reported as sponsored by Bulkmatic Transport Company (EIN 36-2589105, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Bulkmatic 401(K) Retirement Savings Plan?
The latest Form 5500 filing year loaded for Bulkmatic 401(K) Retirement Savings Plan is 2023.
How many participants does Bulkmatic 401(K) Retirement Savings Plan report?
Bulkmatic 401(K) Retirement Savings Plan reports 1,062 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Bulkmatic 401(K) Retirement Savings Plan?
Bulkmatic 401(K) Retirement Savings Plan reports $37,362,054 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages