A.D. Transport 401(K) Profit Sharing Plan — Form 5500 plan (A.D. Transport 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, A.D. Transport 401(K) Profit Sharing Plan is a benefit plan reported by A.D. Transport Express, Inc. under EIN 38-2655274 and plan number 001. The latest loaded filing year is 2023. The filing reports 447 participants and $7,778,914 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- A.D. Transport Express, Inc.
- EIN
- 38-2655274
- Plan number
- 001
- Plan type
- 2
- Location
- Canton, MI
- Latest filing year
- 2023
- Participants
- 447
- End-of-year plan assets
- $7,778,914
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 447 | H, C | 20241008093734NAL0009509107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,778,914
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,778,914
- Net assets (BOY)
- $6,321,226
Income & contributions
- Employer contributions
- $53,014
- Participant contributions
- $555,402
- Total contributions
- $772,559
- Total income / additions
- $1,797,216
Expenses & distributions
- Benefits paid
- $300,377
- Administrative expenses
- $39,151
- Total expenses
- $339,528
- Net increase / (decrease)
- $1,457,688
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $23,514 | not reported in the loaded dataset | 2023 |
| Mrpr Group Pc | AUDITOR | $8,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $4,357 | $0 | 2023 |
| Fifth Third Bank | INVESTMENT ADVISOR | $3,280 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for A.D. Transport Express, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Canton, MI
- Empower Advisory Group, LLC — Schedule C compensation
- Mrpr Group Pc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Fifth Third Bank — Schedule C compensation