Cbsl Transportation Services Inc. 401(K) Plan — Form 5500 plan (Cbsl Transportation Services 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, Cbsl Transportation Services Inc. 401(K) Plan is a benefit plan reported by Cbsl Transportation Services Inc. under EIN 36-3032275 and plan number 002. The latest loaded filing year is 2023. The filing reports 401 participants and $11,839,436 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cbsl Transportation Services Inc.
- EIN
- 36-3032275
- Plan number
- 002
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 401
- End-of-year plan assets
- $11,839,436
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 401 | H, C | 20240916162448NAL0003239392001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,839,436
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,839,436
- Net assets (BOY)
- $9,670,405
Income & contributions
- Employer contributions
- $252,783
- Participant contributions
- $546,192
- Total contributions
- $798,975
- Total income / additions
- $2,838,533
Expenses & distributions
- Benefits paid
- $641,160
- Administrative expenses
- $28,334
- Total expenses
- $669,502
- Net increase / (decrease)
- $2,169,031
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $0 | $21,381 | 2023 |
| Howard Simon & Assocs Inc | THIRD PARTY ADMINISTRATOR | $0 | $5,004 | 2023 |