Blue Max Trucking, Inc. 401(K) Plan — Form 5500 plan (Blue Max 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, Blue Max Trucking, Inc. 401(K) Plan is a benefit plan reported by Blue Max Trucking, Inc. under EIN 56-1439052 and plan number 001. The latest loaded filing year is 2023. The filing reports 385 participants and $5,198,961 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.2MPlan net assets, end of year$5,198,961
Participants385Covered participants reported
Assets / participant$13.5KComputed: assets ÷ participants$13,504 (computed)
Provider compensation$7.2K2 Schedule C provider row(s)$7,229
Plan sponsor
Blue Max Trucking, Inc.
EIN
56-1439052
Plan number
001
Plan type
2
Location
Charlotte, NC
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    385 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5.2M total assets
Net assets$5.2MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$1.8M
Benefits paid / distributions$1.8M
Contributions
Employer$305K
Participant$436.3K
Full reported line items

Net assets

Total assets (EOY)
$5,198,961
Total liabilities (EOY)
$0
Net assets (EOY)
$5,198,961
Net assets (BOY)
$4,782,067

Income & contributions

Employer contributions
$304,986
Participant contributions
$436,278
Total contributions
$817,704
Total income / additions
$2,230,430

Expenses & distributions

Benefits paid
$1,782,646
Administrative expenses
$30,890
Total expenses
$1,813,536
Net increase / (decrease)
$416,894
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 41%Participant 59%
Total expenses ÷ net assets35%Computed ratio
Benefits paid ÷ total income80%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    NONE · Direct $3.7K
  2. 2
    NONE · Direct $3.5K

What to inspect next

Frequently asked questions

Who sponsors the Blue Max Trucking, Inc. 401(K) Plan?
Blue Max Trucking, Inc. 401(K) Plan is reported as sponsored by Blue Max Trucking, Inc. (EIN 56-1439052, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Blue Max Trucking, Inc. 401(K) Plan?
The latest Form 5500 filing year loaded for Blue Max Trucking, Inc. 401(K) Plan is 2023.
How many participants does Blue Max Trucking, Inc. 401(K) Plan report?
Blue Max Trucking, Inc. 401(K) Plan reports 385 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Blue Max Trucking, Inc. 401(K) Plan?
Blue Max Trucking, Inc. 401(K) Plan reports $5,198,961 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages