Plan5500

Total Logistics, Inc. Employee Stock Ownership Plan — Form 5500 plan (Total Logistics, 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, Total Logistics, Inc. Employee Stock Ownership Plan is a benefit plan reported by Total Logistics, Inc. under EIN 37-1744842 and plan number 002. The latest loaded filing year is 2023. The filing reports 649 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Total Logistics, Inc.
EIN
37-1744842
Plan number
002
Plan type
2
Location
Oakdale, MN
Latest filing year
2023
Participants
649
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023649H, C20240828081441NAL0011923201001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$5,776,074

Income & contributions

Total contributions
$0
Total income / additions
$0

Expenses & distributions

Benefits paid
$5,678,776
Administrative expenses
$97,298
Total expenses
$5,776,074
Net increase / (decrease)
-$5,776,074

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Boulay LlpNONE$49,000not reported in the loaded dataset2023
PenchecksNONE$28,415not reported in the loaded dataset2023
Transition Finance Strategies, LLCNONE$10,023not reported in the loaded dataset2023
Ventura Esop Fiduciary ServicesNONE$8,750not reported in the loaded dataset2023
Fredrickson & Byron PaNONE$1,110not reported in the loaded dataset2023

Related Form 5500 pages