2023 Form 5500 filing — Utility/Keystone Trailer Sales, Inc. 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 20240729134941NAL0012566131001) for Utility/Keystone Trailer Sales, Inc. 401(K) Profit Sharing Plan, reported by Utility/Keystone Trailer Sales, Inc under EIN 23-2063625 and plan number 002. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729134941NAL0012566131001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Utility/Keystone Trailer Sales, Inc
- EIN
- 23-2063625
- Plan number
- 002
- Location
- Manheim, PA
- Participants
- 161
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,868,944
- Total liabilities (EOY)
- $48,187
- Net assets (EOY)
- $11,820,757
- Employer contributions
- $279,734
- Participant contributions
- $949,691
- Total income / additions
- $3,255,718
- Benefits paid
- $1,330,473
- Administrative expenses
- $49,412
- Total expenses
- $1,406,025
- Net increase / (decrease)
- $1,849,693
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fulton Bank N.A | not reported in the loaded dataset | not reported in the loaded dataset | not reported in the loaded dataset |