Combined Transport, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Combined Transport, 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, Combined Transport, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Combined Transport, Inc. under EIN 94-2709226 and plan number 001. The latest loaded filing year is 2023. The filing reports 555 participants and $13,659,067 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Combined Transport, Inc.
EIN
94-2709226
Plan number
001
Plan type
2
Location
Central Point, OR
Latest filing year
2023
Participants
555
End-of-year plan assets
$13,659,067

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023555H, C20241009144738NAL0018571617001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,659,067
Total liabilities (EOY)
$0
Net assets (EOY)
$13,659,067
Net assets (BOY)
$11,021,277

Income & contributions

Employer contributions
$500,835
Participant contributions
$989,007
Total contributions
$1,898,809
Total income / additions
$3,529,555

Expenses & distributions

Benefits paid
$868,520
Administrative expenses
$20,195
Total expenses
$891,765
Net increase / (decrease)
$2,637,790

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$82,556not reported in the loaded dataset2023

Related Form 5500 pages