2023 Form 5500 filing — Coast Counties Truck & Equipment Profit Sharing 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 20240826121432NAL0009681217001) for Coast Counties Truck & Equipment Profit Sharing 401(K) Plan, reported by Coast Counties Truck & Equipment Company under EIN 94-0547560 and plan number 002. It reports 218 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240826121432NAL0009681217001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coast Counties Truck & Equipment Company
- EIN
- 94-0547560
- Plan number
- 002
- Location
- San Jose, CA
- Participants
- 218
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,292,979
- Total liabilities (EOY)
- $27,118
- Net assets (EOY)
- $13,265,861
- Employer contributions
- $130,436
- Participant contributions
- $703,412
- Total income / additions
- $2,955,964
- Benefits paid
- $619,448
- Administrative expenses
- $23,279
- Total expenses
- $642,727
- Net increase / (decrease)
- $2,313,237
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Advanced Retirement Solutions | SERVICE PROVIDER | $0 | $17,973 |