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, Sun Tran Bargaining Unit 401(K) Plan is a benefit plan reported by Tucson Transit Management, LLC under EIN 82-2308943 and plan number 004. The latest loaded filing year is 2023. The filing reports 461 participants and $4,506,547 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,506,547
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,506,547
- Net assets (BOY)
- $3,895,521
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $327,723
- Total contributions
- $327,723
- Total income / additions
- $923,254
Expenses & distributions
- Benefits paid
- $304,179
- Administrative expenses
- $8,049
- Total expenses
- $312,228
- Net increase / (decrease)
- $611,026