Plan5500

Nussbaum Transportation Services, Inc. 401(K) Plan & Trust — Form 5500 plan (Nussbaum Transportation Services, 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, Nussbaum Transportation Services, Inc. 401(K) Plan & Trust is a benefit plan reported by Nussbaum Transportation Services, Inc. under EIN 37-0814342 and plan number 002. The latest loaded filing year is 2023. The filing reports 826 participants and $16,825,138 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nussbaum Transportation Services, Inc.
EIN
37-0814342
Plan number
002
Plan type
2
Location
Hudson, IL
Latest filing year
2023
Participants
826
End-of-year plan assets
$16,825,138

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023826H, C20240917160631NAL0001890867001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,825,138
Total liabilities (EOY)
$1,593
Net assets (EOY)
$16,823,545
Net assets (BOY)
$13,502,910

Income & contributions

Employer contributions
$379,597
Participant contributions
$2,367,313
Total contributions
$3,240,452
Total income / additions
$4,894,768

Expenses & distributions

Benefits paid
$1,479,264
Administrative expenses
$94,869
Total expenses
$1,574,133
Net increase / (decrease)
$3,320,635

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln Retirement ServicesSERVICE PROVIDER$51,869not reported in the loaded dataset2023
Striegel Knobloch & Company, LLCSERVICE PROVIDER$3,000not reported in the loaded dataset2023
Sikich, LlpSERVICE PROVIDER$0not reported in the loaded dataset2023

Related Form 5500 pages