Original filing (PDF)20240306111949NAL0030056480001

BOB'S TRANSPORT AND STORAGE CO

Name: BOB'S TRANSPORT AND STORAGE CO — SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF BOB'S TRANSPORT AND STORAGE COMPANY, INC, Form 5500 (2023)
Creator: BOB'S TRANSPORT AND STORAGE CO

Form 5500-SF

FILING_RECEIVED

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF BOB'S TRANSPORT AND STORAGE COMPANY, INC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 BOB'S TRANSPORT AND STORAGE CO.

Plan sponsor

Name

BOB'S TRANSPORT AND STORAGE CO

EIN

52-0809982

Address

PO BOX 1305 · JESSUP, MD · 207941305

Phone

(410) 799-8175

Industry

Transportation & Warehousingsee 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

2024-03-06

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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