Bulk & Spur 401k Plan — Form 5500 plan (Bulk Transit Corporation)
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, Bulk & Spur 401k Plan is a benefit plan reported by Bulk Transit Corporation under EIN 31-1314380 and plan number 001. The latest loaded filing year is 2023. The filing reports 221 participants and $7,782,929 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bulk Transit Corporation
- EIN
- 31-1314380
- Plan number
- 001
- Plan type
- 2
- Location
- Plain City, OH
- Latest filing year
- 2023
- Participants
- 221
- End-of-year plan assets
- $7,782,929
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 221 | H, C | 20240812095644NAL0009253041001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,782,929
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,782,929
- Net assets (BOY)
- $6,742,240
Income & contributions
- Employer contributions
- $259,183
- Participant contributions
- $544,378
- Total contributions
- $803,561
- Total income / additions
- $1,998,011
Expenses & distributions
- Benefits paid
- $902,242
- Administrative expenses
- $55,080
- Total expenses
- $957,322
- Net increase / (decrease)
- $1,040,689
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Siekmann Company | THIRD PARTY ADM, RIA | $17,366 | not reported in the loaded dataset | 2023 |
| Pw Partners, LLC | AUDITOR | $6,400 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Co | RECORDKEEPER | $1,114 | not reported in the loaded dataset | 2023 |