2023 Form 5500 filing — Utility Trailer Sales Of S.E. Texas, 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 20240826051100NAL0016888976001) for Utility Trailer Sales Of S.E. Texas, Inc. 401(K) Plan, reported by Utility Trailer Sales S.E. Texas under EIN 74-1664009 and plan number 001. It reports 380 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240826051100NAL0016888976001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Utility Trailer Sales S.E. Texas
- EIN
- 74-1664009
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 380
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,760,455
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,760,455
- Employer contributions
- $146,528
- Participant contributions
- $1,663,909
- Total income / additions
- $4,732,479
- Benefits paid
- $1,485,972
- Administrative expenses
- $20,578
- Total expenses
- $1,512,921
- Net increase / (decrease)
- $3,219,558
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $2,294 | $46,718 |
| Adp, Inc. | RECORD KEEPER | $18,326 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Mesirow Financial Investment Manage | INVESTMENT/FINANCIAL ADVI | $0 | $0 |