2023 Form 5500 filing — Sugar Transport Locals #431 And #439 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 20240723172616NAL0007577219001) for Sugar Transport Locals #431 And #439 Retirement Plan, reported by Cherokee Freight Lines Stockton, LLC under EIN 26-2533907 and plan number 002. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723172616NAL0007577219001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cherokee Freight Lines Stockton, LLC
- EIN
- 26-2533907
- Plan number
- 002
- Location
- Stockton, CA
- Participants
- 195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,567,016
- Total liabilities (EOY)
- $50
- Net assets (EOY)
- $8,566,966
- Employer contributions
- $565,968
- Participant contributions
- $205,702
- Total income / additions
- $1,660,596
- Benefits paid
- $1,091,095
- Administrative expenses
- $33,817
- Total expenses
- $1,124,912
- Net increase / (decrease)
- $535,684
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bidwell Consulting Services Inc | TPA | $11,510 | not reported in the loaded dataset |
| John Hancock | RECORDKEEPER | $2,975 | $0 |