2023 Form 5500 filing — Allegiance Trucks 401(K) Profit Sharing Plan And 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 20250403111316NAL0011419601001) for Allegiance Trucks 401(K) Profit Sharing Plan And Trust, reported by Allegiance Trucks North America, LLC under EIN 85-4127130 and plan number 002. It reports 1,014 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250403111316NAL0011419601001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allegiance Trucks North America, LLC
- EIN
- 85-4127130
- Plan number
- 002
- Location
- Lewisville, TX
- Participants
- 1,014
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,377,730
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,377,730
- Employer contributions
- $987,609
- Participant contributions
- $3,359,053
- Total income / additions
- $8,810,098
- Benefits paid
- $4,011,387
- Administrative expenses
- $107,909
- Total expenses
- $4,121,043
- Net increase / (decrease)
- $4,689,055
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $50,901 | $0 |
| Paychex, Inc. | NONE | $11,848 | not reported in the loaded dataset |
| Fiducient Advisors | NONE | $11,250 | not reported in the loaded dataset |