T. W. U. - S. T. S. 401(K) Retirement Plan — Form 5500 plan (Suffolk Transportation Service, 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, T. W. U. - S. T. S. 401(K) Retirement Plan is a benefit plan reported by Suffolk Transportation Service, Inc under EIN 11-1782554 and plan number 005. The latest loaded filing year is 2023. The filing reports 3,027 participants and $97,941,583 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Suffolk Transportation Service, Inc
- EIN
- 11-1782554
- Plan number
- 005
- Plan type
- 2
- Location
- Bayshore, NY
- Latest filing year
- 2023
- Participants
- 3,027
- End-of-year plan assets
- $97,941,583
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,027 | H, C | 20241014153821NAL0027739409001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $97,941,583
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $97,941,583
- Net assets (BOY)
- $85,358,716
Income & contributions
- Employer contributions
- $5,014,059
- Participant contributions
- $5,829,482
- Total contributions
- $11,028,011
- Total income / additions
- $20,727,331
Expenses & distributions
- Benefits paid
- $8,082,941
- Administrative expenses
- $61,523
- Total expenses
- $8,144,464
- Net increase / (decrease)
- $12,582,867
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $53,298 | $0 | 2023 |
| Morgan Stanley & Co LLC | NONE | $0 | $40,962 | 2023 |
| Sacklow & Acox Cpa'S, LLC | NONE | $5,000 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services LLC | NONE | $3,225 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Suffolk Transportation Service, Inc
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Bayshore, NY
- Prudential Retirement Insurance And — Schedule C compensation
- Morgan Stanley & Co LLC — Schedule C compensation
- Sacklow & Acox Cpa'S, LLC — Schedule C compensation
- Reynolds Consulting Services LLC — Schedule C compensation