2023 Form 5500 filing — Omaha Truck Center, Inc. 401(K) Retirement 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 20241003094725NAL0020217714001) for Omaha Truck Center, Inc. 401(K) Retirement Plan, reported by Omaha Truck Center, Inc. under EIN 47-0566062 and plan number 001. It reports 1,049 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003094725NAL0020217714001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Omaha Truck Center, Inc.
- EIN
- 47-0566062
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 1,049
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,654,646
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,654,646
- Employer contributions
- $1,121,577
- Participant contributions
- $4,266,440
- Total income / additions
- $13,720,389
- Benefits paid
- $5,130,453
- Administrative expenses
- $281,047
- Total expenses
- $5,423,794
- Net increase / (decrease)
- $8,296,595
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Feltz Wealth Plan | RETAINED BY CLIENT | $159,095 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $121,952 | $0 |