2023 Form 5500 filing — Gary Amoth Trucking, Inc. 401(K) 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 20240814102933NAL0019851824001) for Gary Amoth Trucking, Inc. 401(K) Plan, reported by Gary Amoth Trucking, Inc. under EIN 82-0460477 and plan number 001. It reports 226 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240814102933NAL0019851824001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gary Amoth Trucking, Inc.
- EIN
- 82-0460477
- Plan number
- 001
- Location
- Twin Falls, ID
- Participants
- 226
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,155,313
- Total liabilities (EOY)
- $1,969
- Net assets (EOY)
- $5,153,344
- Employer contributions
- $438,362
- Participant contributions
- $650,276
- Total income / additions
- $1,831,583
- Benefits paid
- $241,117
- Administrative expenses
- $25,351
- Total expenses
- $266,468
- Net increase / (decrease)
- $1,565,115
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $16,233 | $0 |
| Raymond James & Associates | INVESTMENT ADVISOR | $5,000 | not reported in the loaded dataset |