Sheppard Bus Service, Inc. Employees Savings Trust — Form 5500 plan (Sheppard 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, Sheppard Bus Service, Inc. Employees Savings Trust is a benefit plan reported by Sheppard Bus Service, Inc. under EIN 22-1734132 and plan number 001. The latest loaded filing year is 2023. The filing reports 528 participants and $4,570,285 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheppard Bus Service, Inc.
- EIN
- 22-1734132
- Plan number
- 001
- Plan type
- 2
- Location
- Millville, NJ
- Latest filing year
- 2023
- Participants
- 528
- End-of-year plan assets
- $4,570,285
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 528 | H, C | 20240919050230NAL0005644785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,570,285
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,570,285
- Net assets (BOY)
- $3,724,082
Income & contributions
- Employer contributions
- $171,990
- Participant contributions
- $280,705
- Total contributions
- $458,033
- Total income / additions
- $1,018,657
Expenses & distributions
- Benefits paid
- $172,378
- Administrative expenses
- $76
- Total expenses
- $172,454
- Net increase / (decrease)
- $846,203
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus Holdings Inc. | CONTRACT ADMIN | $1,367 | $1,909 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $750 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $76 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheppard Bus Service, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Millville, NJ
- Ascensus Holdings Inc. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation