J.D. Raymond Transport, Inc. 401(K) Plan — Form 5500 plan (J.D. Raymond Transport, Inc.)

Plain-English plan 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, J.D. Raymond Transport, Inc. 401(K) Plan is a benefit plan reported by J.D. Raymond Transport, Inc. under EIN 01-0531844 and plan number 001. The latest loaded filing year is 2023. The filing reports 177 participants and $4,081,930 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
J.D. Raymond Transport, Inc.
EIN
01-0531844
Plan number
001
Plan type
2
Location
Dover-Foxcroft, ME
Latest filing year
2023
Participants
177
End-of-year plan assets
$4,081,930

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023177H, C20241014144207NAL0013466067001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,081,930
Net assets (EOY)
$4,081,930
Net assets (BOY)
$3,212,607

Income & contributions

Employer contributions
$222,056
Participant contributions
$380,539
Total contributions
$602,595
Total income / additions
$1,147,132

Expenses & distributions

Benefits paid
$264,526
Administrative expenses
$13,283
Total expenses
$277,809
Net increase / (decrease)
$869,323

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$26,093$02023
Ameriprise Financial ServicesINVESTMENT AD VISOR$0$15,9712023
The Pension Service, IncCONTRACT ADMI NISTRATOR$14,975not reported in the loaded dataset2023

Related Form 5500 pages