Usher Transport, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Usher Transport, 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, Usher Transport, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Usher Transport, Inc. under EIN 61-0647287 and plan number 002. The latest loaded filing year is 2023. The filing reports 156 participants and $6,835,423 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Usher Transport, Inc.
- EIN
- 61-0647287
- Plan number
- 002
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 156
- End-of-year plan assets
- $6,835,423
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20241003121425NAL0004855331002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,835,423
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,835,423
- Net assets (BOY)
- $5,680,966
Income & contributions
- Employer contributions
- $215,267
- Participant contributions
- $557,816
- Total contributions
- $773,083
- Total income / additions
- $1,743,581
Expenses & distributions
- Benefits paid
- $546,847
- Administrative expenses
- $42,277
- Total expenses
- $589,124
- Net increase / (decrease)
- $1,154,457
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $39,786 | $0 | 2023 |
| Robert W. Baird & Co., Inc. | BROKER | $0 | $16,335 | 2023 |
| U.S. Bancorp Insurance | BROKER | $0 | $7,829 | 2023 |
| Retirement Management Services, LLC | RECORDKEEPER | $1,270 | $27 | 2023 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY-PLAN | $1,222 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Usher Transport, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Transamerica Retirement Solutions — Schedule C compensation
- Robert W. Baird & Co., Inc. — Schedule C compensation
- U.S. Bancorp Insurance — Schedule C compensation
- Retirement Management Services, LLC — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation