2023 Form 5500 filing — Northern Refrigerated Transportation, 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 20240814121730NAL0020247408001) for Northern Refrigerated Transportation, Inc. 401(K) Profit Sharing Plan, reported by Northern Refrigerated Transportation, Inc. under EIN 95-3137599 and plan number 002. It reports 450 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240814121730NAL0020247408001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northern Refrigerated Transportation, Inc.
- EIN
- 95-3137599
- Plan number
- 002
- Location
- Turlock, CA
- Participants
- 450
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,965,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,965,731
- Employer contributions
- $1,296,550
- Participant contributions
- $1,255,696
- Total income / additions
- $7,542,782
- Benefits paid
- $3,260,556
- Administrative expenses
- $56,802
- Total expenses
- $3,346,101
- Net increase / (decrease)
- $4,196,681
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement Inc. | SERVICE PROVIDER | $0 | $41,160 |
| Hicks Pension Services | THIRD PARTY ADMINISTRATO | $0 | $13,575 |
| Atherton & Associates Llp | INDEPENDENT AUDITORS | $11,130 | $0 |
| J K R & Company, Inc. | SERVICE PROVIDER | $0 | $10,000 |