2023 Form 5500 filing — Zip'S Truck Equipment, Inc. Retirement Savings 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 20240918140423NAL0002630531001) for Zip'S Truck Equipment, Inc. Retirement Savings Plan, reported by Zip'S Truck Equipment, Inc. under EIN 42-1277278 and plan number 001. It reports 206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918140423NAL0002630531001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zip'S Truck Equipment, Inc.
- EIN
- 42-1277278
- Plan number
- 001
- Location
- New Hampton, IA
- Participants
- 206
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,189,693
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,189,693
- Employer contributions
- $354,265
- Participant contributions
- $1,296,275
- Total income / additions
- $4,526,952
- Benefits paid
- $1,052,782
- Administrative expenses
- $40,061
- Total expenses
- $1,092,843
- Net increase / (decrease)
- $3,434,109
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $40,060 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |