Truckworx Employee Retirement Savings Plan — Form 5500 plan (Truckworx, 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, Truckworx Employee Retirement Savings Plan is a benefit plan reported by Truckworx, Inc under EIN 46-2225729 and plan number 001. The latest loaded filing year is 2023. The filing reports 480 participants and $25,042,119 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Truckworx, Inc
EIN
46-2225729
Plan number
001
Plan type
2
Location
Homewood, AL
Latest filing year
2023
Participants
480
End-of-year plan assets
$25,042,119

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023480H, C20241001154055NAL0007041041001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,042,119
Total liabilities (EOY)
$0
Net assets (EOY)
$25,042,119
Net assets (BOY)
$20,305,458

Income & contributions

Employer contributions
$613,733
Participant contributions
$2,415,114
Total contributions
$3,305,598
Total income / additions
$6,985,996

Expenses & distributions

Benefits paid
$2,123,872
Administrative expenses
$125,463
Total expenses
$2,249,335
Net increase / (decrease)
$4,736,661

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Renasant BankNONE$112,096$02023
Epic Retirement Plan ServicesNONE$7,265$02023
Capfinancial Partners LLCNONE$6,102$02023

Related Form 5500 pages