2023 Form 5500 filing — Buddy Moore 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 20241230142640NAL0016228049001) for Buddy Moore Trucking, Inc. 401(K) Plan, reported by Buddy Moore Trucking, Inc. under EIN 63-1238482 and plan number 001. It reports 316 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241230142640NAL0016228049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Buddy Moore Trucking, Inc.
- EIN
- 63-1238482
- Plan number
- 001
- Location
- Birmingham, AL
- Participants
- 316
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,984,867
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,984,867
- Employer contributions
- $299,356
- Participant contributions
- $556,160
- Total income / additions
- $1,598,871
- Benefits paid
- $1,050,001
- Administrative expenses
- $26,153
- Total expenses
- $1,076,154
- Net increase / (decrease)
- $522,717
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Renasant Bank | NONE | $31,784 | not reported in the loaded dataset |
| Epic Retirement Plan Services | NONE | $5,651 | $0 |