2023 Form 5500 filing — John Christner Trucking, Inc. Profit Sharing And 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 20241015223353NAL0015485091001) for John Christner Trucking, Inc. Profit Sharing And 401(K) Plan, reported by John Christner Trucking, Inc. under EIN 73-1276977 and plan number 001. It reports 379 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$5.9MReported net assets$5,864,650
Participants379
Provider compensation$66K3 Schedule C row(s)$65,953
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015223353NAL0015485091001
- Plan sponsor
- John Christner Trucking, Inc.
- EIN
- 73-1276977
- Plan number
- 001
- Location
- Sapulpa, OK
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$5.9M total assets
Net assets$5.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,864,650
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,864,650
- Employer contributions
- $305,155
- Participant contributions
- $437,669
- Total income / additions
- $1,664,746
- Benefits paid
- $2,813,143
- Administrative expenses
- $32,956
- Total expenses
- $2,894,606
- Net increase / (decrease)
- -$1,229,860
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $0 | $32,997 |
| Adp, Inc. | RECORD KEEPER | $32,956 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |