Sutton Transport, Inc. 401(K) Plan — Form 5500 plan (Sutton Transport, 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, Sutton Transport, Inc. 401(K) Plan is a benefit plan reported by Sutton Transport, Inc. under EIN 39-1513756 and plan number 001. The latest loaded filing year is 2023. The filing reports 794 participants and $8,872,624 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sutton Transport, Inc.
EIN
39-1513756
Plan number
001
Plan type
2
Location
Weston, WI
Latest filing year
2023
Participants
794
End-of-year plan assets
$8,872,624

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023794H, C20250715155431NAL0001756083001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,872,624
Total liabilities (EOY)
$5,991
Net assets (EOY)
$8,866,633
Net assets (BOY)
$5,627,683

Income & contributions

Employer contributions
$494,257
Participant contributions
$1,751,242
Total contributions
$2,435,450
Total income / additions
$4,094,076

Expenses & distributions

Benefits paid
$748,882
Administrative expenses
$106,244
Total expenses
$855,126
Net increase / (decrease)
$3,238,950

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Royal Alliance Associates, Inc.INVESTMENT/FINANCIAL ADVI$80,774$02023
Adp, Inc.RECORD KEEPER$25,470$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages