2023 Form 5500 filing — Roger Bettis Trucking, 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 20240923084328NAL0023061730001) for Roger Bettis Trucking, Inc. 401(K) Plan, reported by Roger Bettis Trucking, Inc. under EIN 34-1723452 and plan number 001. It reports 134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923084328NAL0023061730001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roger Bettis Trucking, Inc.
- EIN
- 34-1723452
- Plan number
- 001
- Location
- Malvern, OH
- Participants
- 134
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,249,570
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,249,570
- Employer contributions
- $273,514
- Participant contributions
- $532,956
- Total income / additions
- $1,706,691
- Benefits paid
- $197,333
- Administrative expenses
- $1,025
- Total expenses
- $198,358
- Net increase / (decrease)
- $1,508,333
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Trinity Pension Consultants, Inc. | CONTRACT ADMIN | $7,774 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $1,300 | $0 |