Plan5500

The North Fork Express/Montauk Bus Companies 401(K) Savings Plan — Form 5500 plan (Montauk Bus 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, The North Fork Express/Montauk Bus Companies 401(K) Savings Plan is a benefit plan reported by Montauk Bus Service, Inc. under EIN 11-3459790 and plan number 001. The latest loaded filing year is 2023. The filing reports 381 participants and $1,364,213 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Montauk Bus Service, Inc.
EIN
11-3459790
Plan number
001
Plan type
2
Location
Center Moriches, NY
Latest filing year
2023
Participants
381
End-of-year plan assets
$1,364,213

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023381H, C20241011124234NAL0012492115001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,364,213
Total liabilities (EOY)
$0
Net assets (EOY)
$1,364,213
Net assets (BOY)
$956,733

Income & contributions

Employer contributions
$43,668
Participant contributions
$289,592
Total contributions
$355,468
Total income / additions
$457,535

Expenses & distributions

Benefits paid
$39,260
Administrative expenses
$10,795
Total expenses
$50,055
Net increase / (decrease)
$407,480

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American Trust RetirementCONTRACT ADMINISTRATOR$8,150not reported in the loaded dataset2023
Lebenthal Global AdvisorsADVISORY FIRM$5,758not reported in the loaded dataset2023

Related Form 5500 pages