Deluxe Auto Carriers Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Deluxe Auto Carriers 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, Deluxe Auto Carriers Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Deluxe Auto Carriers Inc under EIN 20-2037002 and plan number 001. The latest loaded filing year is 2023. The filing reports 203 participants and $383,110 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Deluxe Auto Carriers Inc
- EIN
- 20-2037002
- Plan number
- 001
- Plan type
- 2
- Location
- Jurupa Valley, CA
- Latest filing year
- 2023
- Participants
- 203
- End-of-year plan assets
- $383,110
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 203 | H, C | 20241010143331NAL0020344017002 |
| 2023 | 121 | H, C | 20240721133254NAL0008992481001 |
| 2023 | 145 | H, C | 20240721133422NAL0009485489002 |
| 2023 | 121 | H, C | 20240721133552NAL0008996065001 |
| 2023 | 180 | H, C | 20240721133721NAL0015915152001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,929,581
- Net assets (EOY)
- $1,929,581
- Net assets (BOY)
- $1,270,847
Income & contributions
- Employer contributions
- $246,334
- Participant contributions
- $419,282
- Total contributions
- $665,616
- Total income / additions
- $921,322
Expenses & distributions
- Benefits paid
- $233,123
- Administrative expenses
- $14,131
- Total expenses
- $262,588
- Net increase / (decrease)
- $658,734
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $8,701 | $0 | 2023 |
| Adp, Inc. | RECORDKEEPER | $5,430 | $0 | 2023 |
| Adp, Inc. | RECORDKEEPER | $1,138 | $0 | 2023 |
| Adp, LLC | RECORDKEEPER | $305 | $0 | 2023 |
| Adp Broker-Dealer | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Deluxe Auto Carriers Inc
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Jurupa Valley, CA
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Adp, LLC — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation