2023 Form 5500 filing — A.D. Transport 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 20241008093734NAL0009509107001) for A.D. Transport 401(K) Profit Sharing Plan, reported by A.D. Transport Express, Inc. under EIN 38-2655274 and plan number 001. It reports 447 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008093734NAL0009509107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- A.D. Transport Express, Inc.
- EIN
- 38-2655274
- Plan number
- 001
- Location
- Canton, MI
- Participants
- 447
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,778,914
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,778,914
- Employer contributions
- $53,014
- Participant contributions
- $555,402
- Total income / additions
- $1,797,216
- Benefits paid
- $300,377
- Administrative expenses
- $39,151
- Total expenses
- $339,528
- Net increase / (decrease)
- $1,457,688
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $23,514 | not reported in the loaded dataset |
| Mrpr Group Pc | AUDITOR | $8,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $4,357 | $0 |
| Fifth Third Bank | INVESTMENT ADVISOR | $3,280 | not reported in the loaded dataset |