Storer Transportation Health And Welfare Plan 505 — Form 5500 plan (Storer Transportation)

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, Storer Transportation Health And Welfare Plan 505 is a benefit plan reported by Storer Transportation under EIN 94-2147709 and plan number 505. The latest loaded filing year is 2023. The filing reports 83 participants and $555,173 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$555.2KPlan net assets, end of year$555,173
Participants83Covered participants reported
Assets / participant$6.7KComputed: assets ÷ participants$6,689 (computed)
Provider compensationNone reported
Plan sponsor
Storer Transportation
EIN
94-2147709
Plan number
505
Plan type
2
Location
Modesto, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202383I20240917095803NAL0003797792001
Schedule I · 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)$555.2K total assets
Net assets$555.2KLiabilities
Money in vs. money out
Total income / additions$78.3K
Total expenses$37.2K
Benefits paid / distributions$28.7K
Contributions
Employer$78.3K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$555,173
Net assets (EOY)
$555,173
Net assets (BOY)
$514,072

Income & contributions

Employer contributions
$78,266
Total income / additions
$78,256

Expenses & distributions

Benefits paid
$28,729
Administrative expenses
$8,426
Total expenses
$37,155
Net increase / (decrease)
$41,101

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages