Heritage & Est 401(K) Plan — Form 5500 plan (Eastern Shore Transport, LLC)
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, Heritage & Est 401(K) Plan is a benefit plan reported by Eastern Shore Transport, LLC under EIN 27-1322213 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $7,563,235 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eastern Shore Transport, LLC
- EIN
- 27-1322213
- Plan number
- 001
- Plan type
- 3
- Location
- York, PA
- Latest filing year
- 2023
- Participants
- 156
- End-of-year plan assets
- $7,563,235
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20241015111010NAL0047512336001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,563,235
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,563,235
- Net assets (BOY)
- $6,391,841
Income & contributions
- Employer contributions
- $222,576
- Participant contributions
- $389,957
- Total contributions
- $612,533
- Total income / additions
- $1,594,597
Expenses & distributions
- Benefits paid
- $375,848
- Administrative expenses
- $47,355
- Total expenses
- $423,203
- Net increase / (decrease)
- $1,171,394
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $14,421 | $0 | 2023 |
| Lombard Securities Inc | NONE | $9,926 | not reported in the loaded dataset | 2023 |
| Reinsel Kuntz Lesher Llp | NONE | $8,750 | not reported in the loaded dataset | 2023 |
| Conrad M Siegel Inc | NONE | $7,813 | not reported in the loaded dataset | 2023 |
| Srs Capital Advisors | NONE | $4,920 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | NONE | $2,435 | not reported in the loaded dataset | 2023 |
| The Retirement Advantage Inc | NONE | $1,925 | not reported in the loaded dataset | 2023 |
| Blackrock Fund Advisors | NONE | $0 | $0 | 2023 |
| Fidelity & Research Company | NONE | $0 | $0 | 2023 |
| Jp Morgan Investment Inc | NONE | $0 | $0 | 2023 |
| T. Rowe Price Associates, Inc. | NONE | $0 | $0 | 2023 |
| Invesco Advisers Inc | NONE | $0 | $0 | 2023 |
| Janus Capital LLC | NONE | $0 | $0 | 2023 |
| Massachusetts Financial Services Co | NONE | $0 | $0 | 2023 |
| American Century Investment Inc | NONE | $0 | $0 | 2023 |
| Legg Mason Partners Fund Advisor Ll | NONE | $0 | $0 | 2023 |
| Blackrock Advisors LLC | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eastern Shore Transport, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in York, PA
- Empower Annuity Insurance Company O — Schedule C compensation
- Lombard Securities Inc — Schedule C compensation
- Reinsel Kuntz Lesher Llp — Schedule C compensation
- Conrad M Siegel Inc — Schedule C compensation
- Srs Capital Advisors — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- The Retirement Advantage Inc — Schedule C compensation
- Blackrock Fund Advisors — Schedule C compensation
- Fidelity & Research Company — Schedule C compensation
- Jp Morgan Investment Inc — Schedule C compensation
- T. Rowe Price Associates, Inc. — Schedule C compensation
- Invesco Advisers Inc — Schedule C compensation
- Janus Capital LLC — Schedule C compensation
- Massachusetts Financial Services Co — Schedule C compensation
- American Century Investment Inc — Schedule C compensation
- Legg Mason Partners Fund Advisor Ll — Schedule C compensation
- Blackrock Advisors LLC — Schedule C compensation