2023 Form 5500 filing — J.D. Raymond Transport, 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 20241014144207NAL0013466067001) for J.D. Raymond Transport, Inc. 401(K) Plan, reported by J.D. Raymond Transport, Inc. under EIN 01-0531844 and plan number 001. It reports 177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014144207NAL0013466067001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- J.D. Raymond Transport, Inc.
- EIN
- 01-0531844
- Plan number
- 001
- Location
- Dover-Foxcroft, ME
- Participants
- 177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,081,930
- Net assets (EOY)
- $4,081,930
- Employer contributions
- $222,056
- Participant contributions
- $380,539
- Total income / additions
- $1,147,132
- Benefits paid
- $264,526
- Administrative expenses
- $13,283
- Total expenses
- $277,809
- Net increase / (decrease)
- $869,323
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $26,093 | $0 |
| Ameriprise Financial Services | INVESTMENT AD VISOR | $0 | $15,971 |
| The Pension Service, Inc | CONTRACT ADMI NISTRATOR | $14,975 | not reported in the loaded dataset |