2023 Form 5500 filing — Wilbanks Trucking Services, LLC 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240614170017NAL0032404129001) for Wilbanks Trucking Services, LLC 401(K) Profit Sharing Plan, reported by Wilbanks Trucking Services, LLC under EIN 81-0746726 and plan number 001. It reports 182 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240614170017NAL0032404129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wilbanks Trucking Services, LLC
- EIN
- 81-0746726
- Plan number
- 001
- Location
- Artesia, NM
- Participants
- 182
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,027,922
- Total liabilities (EOY)
- $105,748
- Net assets (EOY)
- $2,922,174
- Participant contributions
- $519,081
- Total income / additions
- $878,189
- Benefits paid
- $421,585
- Administrative expenses
- $23,445
- Total expenses
- $445,030
- Net increase / (decrease)
- $433,159
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First American Bank | NONE | $25,306 | not reported in the loaded dataset |
| First American Bank | NONE | $15,962 | not reported in the loaded dataset |
| Retirement Direct | NONE | $7,483 | $0 |
| First American Bank | NONE | $5,889 | not reported in the loaded dataset |