Indian River Transport Company 401(K) Plan — Form 5500 plan (Indian River Transport Company)
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, Indian River Transport Company 401(K) Plan is a benefit plan reported by Indian River Transport Company under EIN 59-3172232 and plan number 001. The latest loaded filing year is 2023. The filing reports 411 participants and $5,041,678 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Indian River Transport Company
- EIN
- 59-3172232
- Plan number
- 001
- Plan type
- 2
- Location
- Winter Haven, FL
- Latest filing year
- 2023
- Participants
- 411
- End-of-year plan assets
- $5,041,678
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 411 | H, C | 20241220163708NAL0013406658001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,041,678
- Net assets (EOY)
- $5,041,678
- Net assets (BOY)
- $3,893,285
Income & contributions
- Employer contributions
- $177,792
- Participant contributions
- $513,632
- Total contributions
- $935,349
- Total income / additions
- $1,586,816
Expenses & distributions
- Benefits paid
- $405,131
- Administrative expenses
- $33,292
- Total expenses
- $438,423
- Net increase / (decrease)
- $1,148,393
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pearce Financial | ADVISOR | $17,317 | $0 | 2023 |
| Fidelity Investments | RECORDKEEPER | $14,285 | $0 | 2023 |
| Strategic Advisors Inc | ADVISOR | $961 | not reported in the loaded dataset | 2023 |