2023 Form 5500 filing — Fresno Truck Center 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 20240913112442NAL0016131168001) for Fresno Truck Center 401(K) Plan, reported by Fresno Truck Center under EIN 94-1450759 and plan number 002. It reports 711 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913112442NAL0016131168001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fresno Truck Center
- EIN
- 94-1450759
- Plan number
- 002
- Location
- Fresno, CA
- Participants
- 711
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,971,417
- Total liabilities (EOY)
- $11,314
- Net assets (EOY)
- $22,960,103
- Participant contributions
- $2,803,420
- Total income / additions
- $6,029,633
- Benefits paid
- $1,228,229
- Administrative expenses
- $20,514
- Total expenses
- $1,284,573
- Net increase / (decrease)
- $4,745,060
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services, Inc. | INVESTMENT/FINANCIAL ADVI | $13,262 | $0 |
| Adp, Inc. | RECORD KEEPER | $7,250 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |