Veriha Trucking, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Veriha Trucking, 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, Veriha Trucking, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Veriha Trucking, Inc. under EIN 39-1474414 and plan number 001. The latest loaded filing year is 2023. The filing reports 296 participants and $6,455,509 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Veriha Trucking, Inc.
EIN
39-1474414
Plan number
001
Plan type
2
Location
Marinette, WI
Latest filing year
2023
Participants
296
End-of-year plan assets
$6,455,509

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023296H, C20241015083855NAL0029035809001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,455,509
Total liabilities (EOY)
$7,613
Net assets (EOY)
$6,447,896
Net assets (BOY)
$5,357,181

Income & contributions

Employer contributions
$81,977
Participant contributions
$493,023
Total contributions
$591,146
Total income / additions
$1,642,382

Expenses & distributions

Benefits paid
$507,540
Administrative expenses
$44,127
Total expenses
$551,667
Net increase / (decrease)
$1,090,715

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Financial, N.A.NONE$44,127not reported in the loaded dataset2023
Hawkins Ash CpasACCOUNTANT$0not reported in the loaded dataset2023
Nicolet National BankNONE$0not reported in the loaded dataset2023

Related Form 5500 pages