Plan5500

J. R. Tharpe Employee Retirement Plan — Form 5500 plan (J. R. Tharpe Trucking Company, 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, J. R. Tharpe Employee Retirement Plan is a benefit plan reported by J. R. Tharpe Trucking Company, Inc. under EIN 54-1133750 and plan number 001. The latest loaded filing year is 2023. The filing reports 112 participants and $482,183 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
J. R. Tharpe Trucking Company, Inc.
EIN
54-1133750
Plan number
001
Plan type
2
Location
Rice, VA
Latest filing year
2023
Participants
112
End-of-year plan assets
$482,183

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023112H, C20241015134943NAL0028635553001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$482,183
Total liabilities (EOY)
$1,122
Net assets (EOY)
$481,061
Net assets (BOY)
$0

Income & contributions

Employer contributions
$116,881
Participant contributions
$197,918
Total contributions
$480,716
Total income / additions
$523,786

Expenses & distributions

Benefits paid
$39,107
Administrative expenses
$3,618
Total expenses
$42,725
Net increase / (decrease)
$481,061

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CoRECORDKEEPER$3,609$02023
Retirement Plan Solutions IncCONTRACT ADMIN$0$932023
Empower Advisory Group, LLCINVESTMENT MGMT$8not reported in the loaded dataset2023

Related Form 5500 pages