M & J Bus, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (M & J Bus, 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, M & J Bus, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by M & J Bus, Inc. under EIN 06-0865460 and plan number 001. The latest loaded filing year is 2023. The filing reports 514 participants and $2,755,706 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
M & J Bus, Inc.
EIN
06-0865460
Plan number
001
Plan type
2
Location
Old Saybrook, CT
Latest filing year
2023
Participants
514
End-of-year plan assets
$2,755,706

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023514H, C20241014101747NAL0013116627001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,755,706
Total liabilities (EOY)
$384
Net assets (EOY)
$2,755,322
Net assets (BOY)
$2,615,602

Income & contributions

Employer contributions
$34,737
Participant contributions
$218,030
Total contributions
$252,767
Total income / additions
$567,476

Expenses & distributions

Benefits paid
$423,706
Administrative expenses
$4,050
Total expenses
$427,756
Net increase / (decrease)
$139,720

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuityRECORDKEEPER$0$2,7722023

Related Form 5500 pages