2023 Form 5500 filing — Bacarella Transportation Servi 401(K) Profit Sharing Plan & 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 20241011092252NAL0021582113001) for Bacarella Transportation Servi 401(K) Profit Sharing Plan & Trust, reported by Bacarella Transportation Services under EIN 06-1048835 and plan number 001. It reports 201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011092252NAL0021582113001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bacarella Transportation Services
- EIN
- 06-1048835
- Plan number
- 001
- Location
- Shelton, CT
- Participants
- 201
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,182,238
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,182,238
- Employer contributions
- $510,449
- Participant contributions
- $1,194,805
- Total income / additions
- $3,313,905
- Benefits paid
- $308,252
- Administrative expenses
- $26,461
- Total expenses
- $334,713
- Net increase / (decrease)
- $2,979,192
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gyl Financial Synergies | ADVISOR | $18,705 | not reported in the loaded dataset |
| Pasi, LLC | CONTRACT ADMIN | $6,034 | not reported in the loaded dataset |