2023 Form 5500 filing — Bennett Motor Express Management, 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 20241008080108NAL0009464899001) for Bennett Motor Express Management, Inc. 401(K) Plan, reported by Bennett Motor Express Management, Inc. under EIN 58-1751514 and plan number 001. It reports 1,190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008080108NAL0009464899001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bennett Motor Express Management, Inc.
- EIN
- 58-1751514
- Plan number
- 001
- Location
- Mcdonough, GA
- Participants
- 1,190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,933,848
- Total liabilities (EOY)
- $31,510
- Net assets (EOY)
- $35,902,338
- Employer contributions
- $423,477
- Participant contributions
- $2,849,536
- Total income / additions
- $8,223,866
- Benefits paid
- $2,074,355
- Administrative expenses
- $133,369
- Total expenses
- $2,240,850
- Net increase / (decrease)
- $5,983,016
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prinicpal Life Insurance Company | CONTRACT ADMNISTRATOR | $133,401 | $0 |
| Cambridge Investment Research Advis | INVESMENT ADVISORY | $0 | $67,748 |
| Pension Financial Services, Inc. | NONE | $0 | $15,966 |
| Moore Colson | ACCOUNTANT | not reported in the loaded dataset | not reported in the loaded dataset |