Original filing (PDF)20240626150143NAL0018540082001

KUTZTOWN AREA TRANSPORT SERVICE

Name: KUTZTOWN AREA TRANSPORT SERVICE — KUTZTOWN AREA TRANSPORT SERVICE, INC. 401(K) PLAN, Form 5500 (2023)
Creator: KUTZTOWN AREA TRANSPORT SERVICE

Form 5500-SF

FILING_RECEIVED

KUTZTOWN AREA TRANSPORT SERVICE, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$92K

Net assets (EOY)

$92K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KUTZTOWN AREA TRANSPORT SERVICE.

Plan sponsor

Name

KUTZTOWN AREA TRANSPORT SERVICE

EIN

23-2321202

Address

87 SOUTH KEMP ROAD · KUTZTOWN, PA · 19530

Phone

(610) 683-3012

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

RESET BEHAVIOR LLC

RESET BEHAVIOR 401(K) PLAN

$92K · 17 participants

ANGEL FLIGHT, INC.

ANGEL FLIGHT SOUTH CENTRAL 403(B) PLAN

$91K · 3 participants

BNR HEALTHCARE CORP

BNR HEALTHCARE CORP 401K PLAN

$93K · 36 participants

VISIONARY INVESTIGATORS NETWORK

VISIONARY INVESTIGATORS NETWORK 401(K) PLAN

$93K · 25 participants

TREASURE COAST AUTO CLINIC LLC

TREASURE COAST AUTO CLINIC 401(K) PLAN

$93K · 18 participants