Hollidaysburg Retirement Plan — Form 5500 plan (Millennium Rail, 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, Hollidaysburg Retirement Plan is a benefit plan reported by Millennium Rail, Inc. under EIN 95-4684188 and plan number 002. The latest loaded filing year is 2023. The filing reports 208 participants and $6,901,482 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Millennium Rail, Inc.
EIN
95-4684188
Plan number
002
Plan type
2
Location
Pittsburg, KS
Latest filing year
2023
Participants
208
End-of-year plan assets
$6,901,482

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023208H, C20250130075609NAL0000483377001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,901,482
Total liabilities (EOY)
$0
Net assets (EOY)
$6,901,482
Net assets (BOY)
$6,246,445

Income & contributions

Employer contributions
$2,069
Total contributions
$2,069
Total income / additions
$1,089,738

Expenses & distributions

Benefits paid
$405,081
Administrative expenses
$29,620
Total expenses
$434,701
Net increase / (decrease)
$655,037

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bmo Financial ServicesTRUSTEE$29,450not reported in the loaded dataset2023

Related Form 5500 pages