2023 Form 5500 filing — Superior 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 20241012113117NAL0013293155001) for Superior Truck Lines 401(K) Plan, reported by Superior Truck Lines, Inc. under EIN 95-4191845 and plan number 001. It reports 219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012113117NAL0013293155001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Superior Truck Lines, Inc.
- EIN
- 95-4191845
- Plan number
- 001
- Location
- Gustine, CA
- Participants
- 219
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,075,728
- Net assets (EOY)
- $4,075,728
- Employer contributions
- $295,519
- Participant contributions
- $397,926
- Total income / additions
- $1,222,869
- Benefits paid
- $241,251
- Administrative expenses
- $43,002
- Total expenses
- $310,015
- Net increase / (decrease)
- $912,854
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annunity Insurance Company | RECORDKEEPER | $24,899 | $0 |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $10,523 | $0 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISE | $8,944 | $0 |
| Osborne & Associates Inc. | CONTRACT ADMIN | $4,650 | $3,272 |