2023 Form 5500 filing — The Waggoners Trucking 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 20241002114010NAL0008725857001) for The Waggoners Trucking 401(K) Profit Sharing Plan, reported by The Waggoners Trucking under EIN 81-0290880 and plan number 004. It reports 180 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$10.8MReported net assets$10,776,885
Participants180
Provider compensation$8.6K1 Schedule C row(s)$8,580
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241002114010NAL0008725857001
- Plan sponsor
- The Waggoners Trucking
- EIN
- 81-0290880
- Plan number
- 004
- Location
- Billings, MT
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$10.8M total assets
Net assets$10.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,776,885
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,776,885
- Employer contributions
- $290,457
- Participant contributions
- $611,243
- Total income / additions
- $2,305,426
- Benefits paid
- $376,036
- Administrative expenses
- $54,282
- Total expenses
- $430,318
- Net increase / (decrease)
- $1,875,108
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Benefits And Insurance Serv | THIRD PARTY ADMINISTRATO | $0 | $8,580 |