2023 Form 5500 filing — Cassens Transport Company Et Al Union 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 20241009123157NAL0010602323001) for Cassens Transport Company Et Al Union 401(K) Plan, reported by Cassens Transport Company under EIN 37-0209195 and plan number 003. It reports 1,174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009123157NAL0010602323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cassens Transport Company
- EIN
- 37-0209195
- Plan number
- 003
- Location
- Edwardsville, IL
- Participants
- 1,174
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,807,783
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,807,783
- Participant contributions
- $1,694,722
- Total income / additions
- $6,125,262
- Benefits paid
- $3,361,772
- Administrative expenses
- $90,735
- Total expenses
- $3,452,507
- Net increase / (decrease)
- $2,672,755
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Services | NONE | $85,368 | $0 |