2023 Form 5500 filing — Chestnut Ridge Transport., Inc. Employees 401(K) Prof Shrg 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 20251022092033NAL0001332001001) for Chestnut Ridge Transport., Inc. Employees 401(K) Prof Shrg Plan, reported by Chestnut Ridge Transport., Inc. under EIN 13-3082718 and plan number 001. It reports 591 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20251022092033NAL0001332001001
Filing year
2023
Form type
2
Plan sponsor
Chestnut Ridge Transport., Inc.
EIN
13-3082718
Plan number
001
Location
Spring Valley, NY
Participants
591
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$8,111,909
Total liabilities (EOY)
$11,042
Net assets (EOY)
$8,100,867
Employer contributions
$126,084
Participant contributions
$717,439
Total income / additions
$1,831,160
Benefits paid
$309,614
Administrative expenses
$23,071
Total expenses
$369,375
Net increase / (decrease)
$1,461,785
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Adp, Inc.RECORD KEEPER$15,571$0
Oconnor Davies,ACCOUNTANT$7,333$0
Adp Broker-DealerRECORD KEEPER$0$0

Related Form 5500 pages