Andrews Logistics Texas, L. P. 401(K) Plan — Form 5500 plan (Andrews Logistics Texas, L.P.)

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, Andrews Logistics Texas, L. P. 401(K) Plan is a benefit plan reported by Andrews Logistics Texas, L.P. under EIN 20-1022679 and plan number 001. The latest loaded filing year is 2023. The filing reports 495 participants and $6,753,106 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Andrews Logistics Texas, L.P.
EIN
20-1022679
Plan number
001
Plan type
2
Location
Southlake, TX
Latest filing year
2023
Participants
495
End-of-year plan assets
$6,753,106

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023495H, C20241015155503NAL0030252273001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,753,106
Total liabilities (EOY)
$0
Net assets (EOY)
$6,753,106
Net assets (BOY)
$5,504,262

Income & contributions

Employer contributions
$129,081
Participant contributions
$954,128
Total contributions
$1,083,209
Total income / additions
$2,034,751

Expenses & distributions

Benefits paid
$690,333
Administrative expenses
$72,340
Total expenses
$785,907
Net increase / (decrease)
$1,248,844

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Msjc, Lp Dba Cfo4life, L.P.FINANCIAL ADVISOR$30,321not reported in the loaded dataset2023
NationwideCUSTODIAN$27,478$02023
Inwest Retirement SolutionsTHIRD PARTY ADMINISTRATOR$14,542not reported in the loaded dataset2023

Related Form 5500 pages