Mccollister'S Transportation Systems, Inc. 401(K) Savings Plan — Form 5500 plan (Mccollister'S Transportation Systems 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, Mccollister'S Transportation Systems, Inc. 401(K) Savings Plan is a benefit plan reported by Mccollister'S Transportation Systems Inc under EIN 22-3621494 and plan number 003. The latest loaded filing year is 2023. The filing reports 853 participants and $28,039,926 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mccollister'S Transportation Systems Inc
EIN
22-3621494
Plan number
003
Plan type
2
Location
Burlington, NJ
Latest filing year
2023
Participants
853
End-of-year plan assets
$28,039,926

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023853H, C20241004152639NAL0005795235001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,039,926
Total liabilities (EOY)
$0
Net assets (EOY)
$28,039,926
Net assets (BOY)
$24,231,676

Income & contributions

Employer contributions
$204
Participant contributions
$1,608,426
Total contributions
$1,748,340
Total income / additions
$6,254,466

Expenses & distributions

Benefits paid
$2,423,266
Administrative expenses
$22,950
Total expenses
$2,446,216
Net increase / (decrease)
$3,808,250

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$14,036$02023
Strategic Advisors, Inc.ADVISOR$8,915not reported in the loaded dataset2023

Related Form 5500 pages