2023 Form 5500 filing — Keep Truckin Retirement Trust
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 20241223144747NAL0004989539001) for Keep Truckin Retirement Trust, reported by Keep Truckin, Inc. under EIN 46-2330361 and plan number 001. It reports 278 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241223144747NAL0004989539001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Keep Truckin, Inc.
- EIN
- 46-2330361
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 278
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,613,810
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,613,810
- Employer contributions
- $738,411
- Participant contributions
- $3,928,016
- Total income / additions
- $6,626,722
- Benefits paid
- $2,076,518
- Administrative expenses
- $48,158
- Total expenses
- $2,139,895
- Net increase / (decrease)
- $4,486,827
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $145,210 | $0 |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $74,421 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $28,461 | not reported in the loaded dataset |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $24,698 | $0 |
| Mma Securities LLC | INVESTMENT ADVISOR | $16,124 | not reported in the loaded dataset |
| Mma Securities LLC | INVESTMENT ADVISOR | $11,285 | not reported in the loaded dataset |
| Advised Assets Group, LLC | INVESTMENT MGMT | $7,261 | not reported in the loaded dataset |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $1,050 | $0 |
| Advised Assets Group | INVESTMENT MGMT | $944 | not reported in the loaded dataset |