Waco Transit Systems 401(K) Plan — Form 5500 plan (Waco Transit Systems, 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, Waco Transit Systems 401(K) Plan is a benefit plan reported by Waco Transit Systems, Inc. under EIN 74-1878112 and plan number 001. The latest loaded filing year is 2023. The filing reports 128 participants and $1,806,608 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Waco Transit Systems, Inc.
EIN
74-1878112
Plan number
001
Plan type
2
Location
Fort Worth, TX
Latest filing year
2023
Participants
128
End-of-year plan assets
$1,806,608

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023128H, C20241015110621NAL0029347793001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,806,608
Total liabilities (EOY)
$0
Net assets (EOY)
$1,806,608
Net assets (BOY)
$1,665,996

Income & contributions

Employer contributions
$134,068
Participant contributions
$91,877
Total contributions
$227,985
Total income / additions
$418,183

Expenses & distributions

Benefits paid
$257,326
Administrative expenses
$20,091
Total expenses
$277,571
Net increase / (decrease)
$140,612

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Baker Tilly Virchow KrauseNONE$10,238not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$7,479$02023

Related Form 5500 pages