Shreveport Transit Company, Inc. Employees Retirement And Disability Plan — Form 5500 plan (Shreveport Transit Management, 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, Shreveport Transit Company, Inc. Employees Retirement And Disability Plan is a benefit plan reported by Shreveport Transit Management, Inc. under EIN 72-1150610 and plan number 001. The latest loaded filing year is 2023. The filing reports 221 participants and $11,820,388 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shreveport Transit Management, Inc.
- EIN
- 72-1150610
- Plan number
- 001
- Plan type
- 2
- Location
- Shreveport, LA
- Latest filing year
- 2023
- Participants
- 221
- End-of-year plan assets
- $11,820,388
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 221 | H, C | 20241014144036NAL0046400656001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,820,388
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,820,388
- Net assets (BOY)
- $10,334,475
Income & contributions
- Employer contributions
- $729,785
- Participant contributions
- $729,785
- Total contributions
- $1,459,570
- Total income / additions
- $3,048,298
Expenses & distributions
- Benefits paid
- $1,285,201
- Administrative expenses
- $277,184
- Total expenses
- $1,562,385
- Net increase / (decrease)
- $1,485,913
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Regions Bank | NONE | $78,759 | not reported in the loaded dataset | 2023 |
| Heard, Mcelroy & Vestal | NONE | $17,900 | not reported in the loaded dataset | 2023 |
| Osborn, Carreiro & Associates, Inc. | NONE | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shreveport Transit Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Shreveport, LA
- Regions Bank — Schedule C compensation
- Heard, Mcelroy & Vestal — Schedule C compensation
- Osborn, Carreiro & Associates, Inc. — Schedule C compensation