2023 Form 5500 filing — Frank C. Alegre 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 20241009110301NAL0019056225001) for Frank C. Alegre Trucking, Inc. 401(K) Plan, reported by Frank C. Alegre Trucking, Inc. under EIN 94-2243381 and plan number 001. It reports 252 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009110301NAL0019056225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Frank C. Alegre Trucking, Inc.
- EIN
- 94-2243381
- Plan number
- 001
- Location
- Lodi, CA
- Participants
- 252
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,233,143
- Total liabilities (EOY)
- $32
- Net assets (EOY)
- $8,233,111
- Employer contributions
- $262,839
- Participant contributions
- $771,896
- Total income / additions
- $2,107,421
- Benefits paid
- $337,886
- Administrative expenses
- $61,978
- Total expenses
- $404,279
- Net increase / (decrease)
- $1,703,142
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension Management Consultants, Inc | OTHER SERVICES | $0 | $4,003 |
| Morningstar | INVESTMENT ADVISORY-PLAN | $0 | $1,160 |