2023 Form 5500 filing — Cbsl Transportation Services Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240916162448NAL0003239392001) for Cbsl Transportation Services Inc. 401(K) Plan, reported by Cbsl Transportation Services Inc. under EIN 36-3032275 and plan number 002. It reports 401 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916162448NAL0003239392001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cbsl Transportation Services Inc.
- EIN
- 36-3032275
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 401
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,839,436
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,839,436
- Employer contributions
- $252,783
- Participant contributions
- $546,192
- Total income / additions
- $2,838,533
- Benefits paid
- $641,160
- Administrative expenses
- $28,334
- Total expenses
- $669,502
- Net increase / (decrease)
- $2,169,031
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $0 | $21,381 |
| Howard Simon & Assocs Inc | THIRD PARTY ADMINISTRATOR | $0 | $5,004 |