2023 Form 5500 filing — Estes Express Lines 401(K) Retirement 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 20241015072716NAL0014194083001) for Estes Express Lines 401(K) Retirement Plan, reported by Estes Express Lines under EIN 54-0492941 and plan number 002. It reports 19,636 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$742.9MReported net assets$742,923,939
Participants19.6K19,636
Provider compensation$1.1M2 Schedule C row(s)$1,116,193
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015072716NAL0014194083001
Plan sponsor
Estes Express Lines
EIN
54-0492941
Plan number
002
Location
Richmond, VA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$742.9M total assets
Net assets$742.9MLiabilities$0
Money in vs. money out
Total income / additions$199.1M
Total expenses$67.9M
Benefits paid / distributions$66.2M
Contributions
Employer$21.9M
Participant$63.8M
Full reported line items
Total assets (EOY)
$742,923,939
Total liabilities (EOY)
$0
Net assets (EOY)
$742,923,939
Employer contributions
$21,858,333
Participant contributions
$63,832,284
Total income / additions
$199,137,395
Benefits paid
$66,169,035
Administrative expenses
$1,116,193
Total expenses
$67,902,665
Net increase / (decrease)
$131,234,730
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $583K · Indirect $0
  2. 2
    ADVISOR · Direct $533.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015072716NAL0014194083001 cover?
It is the 2023 Form 5500 filing for Estes Express Lines 401(K) Retirement Plan, reported by Estes Express Lines (EIN 54-0492941).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages