2023 Form 5500 filing — Kaufman Trailers 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 20240924122639NAL0022900176001) for Kaufman Trailers 401(K) Plan, reported by Kaufman Trailers, LLC under EIN 88-2743153 and plan number 001. It reports 1,057 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924122639NAL0022900176001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kaufman Trailers, LLC
- EIN
- 88-2743153
- Plan number
- 001
- Location
- Denton, NC
- Participants
- 1,057
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,033,728
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,033,728
- Employer contributions
- $455,224
- Participant contributions
- $2,243,283
- Total income / additions
- $3,725,731
- Benefits paid
- $639,854
- Administrative expenses
- $78,180
- Total expenses
- $795,709
- Net increase / (decrease)
- $2,930,022
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Trinity Pension Group | TPA | $76,268 | not reported in the loaded dataset |
| Nationwide | CUSTODIAN | $42,193 | $0 |
| Northwestern Mutual Inv Srv LLC | BROKER DEALER | $0 | $11,138 |
| Iron-Co-Fid-Comprehensive | CO-FIDUCIARY | $3,557 | not reported in the loaded dataset |
| Nationwide Life Insurance Company | INSURANCE CO. | $0 | $593 |