2023 Form 5500 filing — Waco Transit Systems 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 20241015110621NAL0029347793001) for Waco Transit Systems 401(K) Plan, reported by Waco Transit Systems, Inc. under EIN 74-1878112 and plan number 001. It reports 128 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015110621NAL0029347793001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Waco Transit Systems, Inc.
- EIN
- 74-1878112
- Plan number
- 001
- Location
- Fort Worth, TX
- Participants
- 128
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,806,608
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,806,608
- Employer contributions
- $134,068
- Participant contributions
- $91,877
- Total income / additions
- $418,183
- Benefits paid
- $257,326
- Administrative expenses
- $20,091
- Total expenses
- $277,571
- Net increase / (decrease)
- $140,612
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Baker Tilly Virchow Krause | NONE | $10,238 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $7,479 | $0 |