White'S Tractor & Truck 401(K) Retirement Plan — Form 5500 plan (White/Herring Tractor And Truck, LLC)

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, White'S Tractor & Truck 401(K) Retirement Plan is a benefit plan reported by White/Herring Tractor And Truck, LLC under EIN 56-0495345 and plan number 001. The latest loaded filing year is 2023. The filing reports 216 participants and $8,931,230 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
White/Herring Tractor And Truck, LLC
EIN
56-0495345
Plan number
001
Plan type
2
Location
Wilson, NC
Latest filing year
2023
Participants
216
End-of-year plan assets
$8,931,230

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023216H, C20240717074503NAL0008788530001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,931,230
Total liabilities (EOY)
$0
Net assets (EOY)
$8,931,230
Net assets (BOY)
$7,571,945

Income & contributions

Employer contributions
$180,760
Participant contributions
$504,853
Total contributions
$819,021
Total income / additions
$2,245,676

Expenses & distributions

Benefits paid
$846,897
Administrative expenses
$37,761
Total expenses
$886,391
Net increase / (decrease)
$1,359,285

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$23,407$02023
Pnc Institutional Asset ManagementADVISOR$11,962not reported in the loaded dataset2023

Related Form 5500 pages