B & K Transportation, Inc. Employee Retirement And Savings Plan — Form 5500 plan (B & K Transportation, 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, B & K Transportation, Inc. Employee Retirement And Savings Plan is a benefit plan reported by B & K Transportation, Inc. under EIN 39-1414417 and plan number 001. The latest loaded filing year is 2023. The filing reports 122 participants and $10,982,854 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
B & K Transportation, Inc.
EIN
39-1414417
Plan number
001
Plan type
2
Location
Oak Creek, WI
Latest filing year
2023
Participants
122
End-of-year plan assets
$10,982,854

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023122H, C20241015122437NAL0057569234001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,982,854
Total liabilities (EOY)
$0
Net assets (EOY)
$10,982,854
Net assets (BOY)
$11,027,273

Income & contributions

Employer contributions
$136,958
Participant contributions
$601,243
Total contributions
$757,961
Total income / additions
$2,011,740

Expenses & distributions

Benefits paid
$1,990,973
Administrative expenses
$65,186
Total expenses
$2,056,159
Net increase / (decrease)
-$44,419

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorpSERVICE PROVIDER$54,550$02023
Wipfli LlpAUDITOR$13,000not reported in the loaded dataset2023

Related Form 5500 pages