Etrailer Corporation Employee Profit Sharing Plan & Trust — Form 5500 plan (Etrailer Corporation)
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, Etrailer Corporation Employee Profit Sharing Plan & Trust is a benefit plan reported by Etrailer Corporation under EIN 43-0765751 and plan number 001. The latest loaded filing year is 2023. The filing reports 410 participants and $24,796,049 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Etrailer Corporation
- EIN
- 43-0765751
- Plan number
- 001
- Plan type
- 2
- Location
- Wentzville, MO
- Latest filing year
- 2023
- Participants
- 410
- End-of-year plan assets
- $24,796,049
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 410 | H, C | 20240726210900NAL0010656883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,796,049
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,796,049
- Net assets (BOY)
- $17,415,214
Income & contributions
- Employer contributions
- $771,005
- Participant contributions
- $1,465,520
- Total contributions
- $2,256,995
- Total income / additions
- $7,698,051
Expenses & distributions
- Benefits paid
- $250,239
- Administrative expenses
- $59,034
- Total expenses
- $317,216
- Net increase / (decrease)
- $7,380,835
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Universal Financial Advisors, LLC | INVESTMENT ADVISOR | $40,377 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $14,092 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,017 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Etrailer Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Wentzville, MO
- Universal Financial Advisors, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation