2023 Form 5500 filing — Sheppard Bus Service, Inc. Employees Savings Trust
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 20240919050230NAL0005644785001) for Sheppard Bus Service, Inc. Employees Savings Trust, reported by Sheppard Bus Service, Inc. under EIN 22-1734132 and plan number 001. It reports 528 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919050230NAL0005644785001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sheppard Bus Service, Inc.
- EIN
- 22-1734132
- Plan number
- 001
- Location
- Millville, NJ
- Participants
- 528
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,570,285
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,570,285
- Employer contributions
- $171,990
- Participant contributions
- $280,705
- Total income / additions
- $1,018,657
- Benefits paid
- $172,378
- Administrative expenses
- $76
- Total expenses
- $172,454
- Net increase / (decrease)
- $846,203
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus Holdings Inc. | CONTRACT ADMIN | $1,367 | $1,909 |
| Empower Annuity Insurance Company | RECORDKEEPER | $750 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $76 | not reported in the loaded dataset |