2023 Form 5500 filing — Utility Trailer & Equipment Sales Nw, LLC 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 20241014175712NAL0015387043001) for Utility Trailer & Equipment Sales Nw, LLC 401(K) Profit Sharing Plan, reported by Utility Trailer Sales Of Washington Co. under EIN 91-2153827 and plan number 001. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014175712NAL0015387043001
Filing year
2023
Form type
2
Plan sponsor
Utility Trailer Sales Of Washington Co.
EIN
91-2153827
Plan number
001
Location
Auburn, WA
Participants
168
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,363,377
Total liabilities (EOY)
$10,743
Net assets (EOY)
$2,352,634
Participant contributions
$218,791
Total income / additions
$492,694
Benefits paid
$277,841
Administrative expenses
$17,436
Total expenses
$295,277
Net increase / (decrease)
$197,417
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
American Northwest Advisory ServiceNONE$11,888not reported in the loaded dataset
American Northwest RpsNONE$3,629$0
Benefit Trust CompanyNONE$1,920$0

Related Form 5500 pages