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, Bancroft & Sons Transportation, LLC 401(K) Plan And Trust is a benefit plan reported by Bancroft & Sons Transportation, LLC under EIN 75-1639263 and plan number 001. The latest loaded filing year is 2023. The filing reports 242 participants and $4,843,916 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,843,916
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,843,916
- Net assets (BOY)
- $4,241,797
Income & contributions
- Employer contributions
- $90,580
- Participant contributions
- $451,333
- Total contributions
- $541,913
- Total income / additions
- $1,244,309
Expenses & distributions
- Benefits paid
- $608,809
- Administrative expenses
- $33,381
- Total expenses
- $642,190
- Net increase / (decrease)
- $602,119