Plan5500

Charles County School Bus Contractors Assoc. Retirement Plan — Form 5500 plan (Charles County School Bus Contractors Association)

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, Charles County School Bus Contractors Assoc. Retirement Plan is a benefit plan reported by Charles County School Bus Contractors Association under EIN 52-1659476 and plan number 001. The latest loaded filing year is 2023. The filing reports 502 participants and $2,598,955 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.6MPlan net assets, end of year$2,598,955
Participants502Covered participants reported
Assets / participant$5.2KComputed: assets ÷ participants$5,177 (computed)
Provider compensation$53.1K3 Schedule C provider row(s)$53,091
Plan sponsor
Charles County School Bus Contractors Association
EIN
52-1659476
Plan number
001
Plan type
3
Location
Port Tobacco, MD
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    502 participants · 3Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.6M total assets
Net assets$2.6MLiabilities$0
Money in vs. money out
Total income / additions$509.7K
Total expenses$243.2K
Benefits paid / distributions$211K
Contributions
Employer$213.1K
Participant$42.7K
Full reported line items

Net assets

Total assets (EOY)
$2,598,955
Total liabilities (EOY)
$0
Net assets (EOY)
$2,598,955
Net assets (BOY)
$2,528,254

Income & contributions

Employer contributions
$213,124
Participant contributions
$42,716
Total contributions
$255,840
Total income / additions
$509,688

Expenses & distributions

Benefits paid
$210,965
Administrative expenses
$32,238
Total expenses
$243,203
Net increase / (decrease)
$266,485
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 83%Participant 17%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income41%Computed ratio
Provider comp. ÷ net assets2%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Nationwide$21.5K
    RECORDKEEPER · Direct $15.6K · Indirect $5.8K
  2. 2
    Long Island Employee Benefits Group$19.3K
    TPA · Direct $15.5K · Indirect $3.8K
  3. 3
    Lpl Financial LLC$12.4K
    ADVISOR · Direct $0 · Indirect $12.4K

Related Form 5500 pages