Lamers Bus Lines, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Lamers Bus Lines, 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, Lamers Bus Lines, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Lamers Bus Lines, Inc. under EIN 39-1190033 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,973 participants and $24,725,827 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$24.7MPlan net assets, end of year$24,725,827
Participants2KCovered participants reported1,973
Assets / participant$12.5KComputed: assets ÷ participants$12,532 (computed)
Provider compensation$6.6K1 Schedule C provider row(s)$6,646
Plan sponsor
Lamers Bus Lines, Inc.
EIN
39-1190033
Plan number
001
Plan type
2
Location
Green Bay, WI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,973H, C20241010095121NAL0011349219001
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)$24.7M total assets
Net assets$24.7MLiabilities$0
Money in vs. money out
Total income / additions$4.7M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$232.6K
Participant$992.9K
Full reported line items

Net assets

Total assets (EOY)
$24,725,827
Total liabilities (EOY)
$0
Net assets (EOY)
$24,725,827
Net assets (BOY)
$21,738,123

Income & contributions

Employer contributions
$232,580
Participant contributions
$992,948
Total contributions
$1,291,072
Total income / additions
$4,713,892

Expenses & distributions

Benefits paid
$1,646,401
Administrative expenses
$8,151
Total expenses
$1,726,188
Net increase / (decrease)
$2,987,704
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 19%Participant 81%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jpmorgan Invest Holdings LLCRECORDKEEPER$6,646$02023

Related Form 5500 pages