2023 Form 5500 filing — Zimmerman Truck Lines 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 20241010090355NAL0019843105001) for Zimmerman Truck Lines 401(K) Plan, reported by Zimmerman Truck Lines, Inc. under EIN 95-3981146 and plan number 001. It reports 123 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010090355NAL0019843105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zimmerman Truck Lines, Inc.
- EIN
- 95-3981146
- Plan number
- 001
- Location
- Mifflintown, PA
- Participants
- 123
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,345,341
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,345,341
- Employer contributions
- $81,027
- Participant contributions
- $278,507
- Total income / additions
- $863,979
- Benefits paid
- $241,665
- Administrative expenses
- $26,975
- Total expenses
- $271,445
- Net increase / (decrease)
- $592,534
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pa Retirement Solutions Inc | CONTRACT ADMIN | $6,689 | $1,872 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,438 | $0 |