2023 Form 5500 filing — Sodrel Truck Lines, Inc. 401(K) Profit Sharing 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 20240923135041NAL0004162803001) for Sodrel Truck Lines, Inc. 401(K) Profit Sharing Plan, reported by Sodrel Truck Lines, Inc. under EIN 35-1098231 and plan number 002. It reports 618 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923135041NAL0004162803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sodrel Truck Lines, Inc.
- EIN
- 35-1098231
- Plan number
- 002
- Location
- Jeffersonville, IN
- Participants
- 618
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,451,484
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,451,484
- Employer contributions
- $350,146
- Participant contributions
- $855,160
- Total income / additions
- $3,676,537
- Benefits paid
- $2,851,270
- Administrative expenses
- $11,786
- Total expenses
- $2,867,731
- Net increase / (decrease)
- $808,806
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Investment Services LLC | ADVISOR | $0 | $30,738 |
| Assuredpartners Capital Inc | INVESTMENT ADVISOR | $7,737 | $0 |
| Fidelity Investments Institutional | RECORDKEEPER | $4,049 | $0 |