2023 Form 5500 filing — White'S Tractor & Truck 401(K) Retirement 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 20240717074503NAL0008788530001) for White'S Tractor & Truck 401(K) Retirement Plan, reported by White/Herring Tractor And Truck, LLC under EIN 56-0495345 and plan number 001. It reports 216 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240717074503NAL0008788530001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- White/Herring Tractor And Truck, LLC
- EIN
- 56-0495345
- Plan number
- 001
- Location
- Wilson, NC
- Participants
- 216
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,931,230
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,931,230
- Employer contributions
- $180,760
- Participant contributions
- $504,853
- Total income / additions
- $2,245,676
- Benefits paid
- $846,897
- Administrative expenses
- $37,761
- Total expenses
- $886,391
- Net increase / (decrease)
- $1,359,285
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $23,407 | $0 |
| Pnc Institutional Asset Management | ADVISOR | $11,962 | not reported in the loaded dataset |