2023 Form 5500 filing — Arlo G. Lott 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 20241106091921NAL0019253890001) for Arlo G. Lott Trucking, Inc. 401(K) Plan, reported by Arlo G. Lott Trucking, Inc. under EIN 82-0410586 and plan number 002. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241106091921NAL0019253890001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Arlo G. Lott Trucking, Inc.
- EIN
- 82-0410586
- Plan number
- 002
- Location
- Jerome, ID
- Participants
- 168
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,177,207
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,177,207
- Employer contributions
- $147,310
- Participant contributions
- $437,205
- Total income / additions
- $1,038,117
- Benefits paid
- $464,362
- Administrative expenses
- $33,737
- Total expenses
- $498,520
- Net increase / (decrease)
- $539,597
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $14,877 | $0 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $13,968 | not reported in the loaded dataset |
| Dwc Erisa Consultants LLC | CONTRACT ADMIN | $3,400 | not reported in the loaded dataset |
| Resources Investment Advisors | INVESTMENT MANAGEMENT | $1,119 | not reported in the loaded dataset |