Watsontown Trucking Company Retirement Plan — Form 5500 plan (Watsontown Trucking Company)

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, Watsontown Trucking Company Retirement Plan is a benefit plan reported by Watsontown Trucking Company under EIN 24-0836088 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,172 participants and $9,261,522 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Watsontown Trucking Company
EIN
24-0836088
Plan number
001
Plan type
2
Location
Milton, PA
Latest filing year
2023
Participants
1,172
End-of-year plan assets
$9,261,522

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,172H, C20241015155031NAL0048755584001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,261,522
Total liabilities (EOY)
$0
Net assets (EOY)
$9,261,522
Net assets (BOY)
$7,324,514

Income & contributions

Employer contributions
$280,997
Participant contributions
$1,456,898
Total contributions
$1,967,033
Total income / additions
$3,205,439

Expenses & distributions

Benefits paid
$1,233,057
Administrative expenses
$23,106
Total expenses
$1,268,431
Net increase / (decrease)
$1,937,008

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan Svcs.RECORDKEEPER$23,106$02023

Related Form 5500 pages