Severino Trucking Co. Inc. 401(K) Plan & Trust — Form 5500 plan (Severino Trucking Co., Inc.)

Plain-English plan 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, Severino Trucking Co. Inc. 401(K) Plan & Trust is a benefit plan reported by Severino Trucking Co., Inc. under EIN 02-0367181 and plan number 001. The latest loaded filing year is 2023. The filing reports 168 participants and $10,994,026 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Severino Trucking Co., Inc.
EIN
02-0367181
Plan number
001
Plan type
2
Location
Candia, NH
Latest filing year
2023
Participants
168
End-of-year plan assets
$10,994,026

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023168H, C20240913084707NAL0019328930001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,994,026
Total liabilities (EOY)
$0
Net assets (EOY)
$10,994,026
Net assets (BOY)
$8,792,709

Income & contributions

Employer contributions
$176,543
Participant contributions
$698,762
Total contributions
$875,305
Total income / additions
$2,499,831

Expenses & distributions

Benefits paid
$251,217
Administrative expenses
$42,554
Total expenses
$298,514
Net increase / (decrease)
$2,201,317

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln Investment Planning LLCADVISOR$23,221not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$19,333$02023

Related Form 5500 pages