2023 Form 5500 filing — Usher Transport, Inc. 401(K) Profit Sharing 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 20241003121425NAL0004855331002) for Usher Transport, Inc. 401(K) Profit Sharing Plan, reported by Usher Transport, Inc. under EIN 61-0647287 and plan number 002. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003121425NAL0004855331002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Usher Transport, Inc.
- EIN
- 61-0647287
- Plan number
- 002
- Location
- Louisville, KY
- Participants
- 156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,835,423
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,835,423
- Employer contributions
- $215,267
- Participant contributions
- $557,816
- Total income / additions
- $1,743,581
- Benefits paid
- $546,847
- Administrative expenses
- $42,277
- Total expenses
- $589,124
- Net increase / (decrease)
- $1,154,457
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $39,786 | $0 |
| Robert W. Baird & Co., Inc. | BROKER | $0 | $16,335 |
| U.S. Bancorp Insurance | BROKER | $0 | $7,829 |
| Retirement Management Services, LLC | RECORDKEEPER | $1,270 | $27 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY-PLAN | $1,222 | $0 |