Lake Champlain Transportation Co. 401(K) Savings Plan — Form 5500 plan (Lake Champlain Transportation Co.)
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, Lake Champlain Transportation Co. 401(K) Savings Plan is a benefit plan reported by Lake Champlain Transportation Co. under EIN 03-0259960 and plan number 002. The latest loaded filing year is 2023. The filing reports 163 participants and $16,546,184 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lake Champlain Transportation Co.
- EIN
- 03-0259960
- Plan number
- 002
- Plan type
- 2
- Location
- Burlington, VT
- Latest filing year
- 2023
- Participants
- 163
- End-of-year plan assets
- $16,546,184
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20240718152015NAL0010061744001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,546,184
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,546,184
- Net assets (BOY)
- $16,026,730
Income & contributions
- Employer contributions
- $117,996
- Participant contributions
- $536,933
- Total contributions
- $663,933
- Total income / additions
- $3,928,596
Expenses & distributions
- Benefits paid
- $3,404,189
- Administrative expenses
- $866
- Total expenses
- $3,409,142
- Net increase / (decrease)
- $519,454
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $304 | $0 | 2023 |