Plan5500

Harvey Companies Profit Sharing Plan — Form 5500 plan (Tidewater Transit Company, 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, Harvey Companies Profit Sharing Plan is a benefit plan reported by Tidewater Transit Company, Inc. under EIN 56-0515560 and plan number 002. The latest loaded filing year is 2023. The filing reports 970 participants and $21,675,082 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tidewater Transit Company, Inc.
EIN
56-0515560
Plan number
002
Plan type
3
Location
Kinston, NC
Latest filing year
2023
Participants
970
End-of-year plan assets
$21,675,082

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023970H, C20241009131404NAL0018356673001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,675,082
Total liabilities (EOY)
$0
Net assets (EOY)
$21,675,082
Net assets (BOY)
$18,456,406

Income & contributions

Employer contributions
$1,052,200
Participant contributions
$1,179,408
Total contributions
$2,290,206
Total income / additions
$5,457,099

Expenses & distributions

Benefits paid
$2,033,601
Administrative expenses
$155,525
Total expenses
$2,238,423
Net increase / (decrease)
$3,218,676

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial PartnersINVESTMENT ADVISORY$79,584not reported in the loaded dataset2023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$75,941$02023

Related Form 5500 pages