Keane Thummel Trucking Inc 401(K) Plan — Form 5500 plan (Keane Thummel 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, Keane Thummel Trucking Inc 401(K) Plan is a benefit plan reported by Keane Thummel Trucking Inc under EIN 42-1202487 and plan number 001. The latest loaded filing year is 2023. The filing reports 206 participants and $6,168,621 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Keane Thummel Trucking Inc
- EIN
- 42-1202487
- Plan number
- 001
- Plan type
- 2
- Location
- New Market, IA
- Latest filing year
- 2023
- Participants
- 206
- End-of-year plan assets
- $6,168,621
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 206 | H, C | 20241014094509NAL0014719411004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,168,621
- Net assets (EOY)
- $6,168,621
- Net assets (BOY)
- $5,049,032
Income & contributions
- Employer contributions
- $255,799
- Participant contributions
- $823,237
- Total contributions
- $1,105,895
- Total income / additions
- $1,925,092
Expenses & distributions
- Benefits paid
- $755,174
- Administrative expenses
- $50,329
- Total expenses
- $805,503
- Net increase / (decrease)
- $1,119,589
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Security National Bank | TRUSTEE | $48,162 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $2,167 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc | CUSTODIAN | $0 | $0 | 2023 |