Plan5500

Jackie B. Lovett Trucking Company, Inc. Employee Benefit Plan — Form 5500 plan (Jackie B. Lovett Trucking Co., 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, Jackie B. Lovett Trucking Company, Inc. Employee Benefit Plan is a benefit plan reported by Jackie B. Lovett Trucking Co., Inc. under EIN 58-1339832 and plan number 501. The latest loaded filing year is 2023. The filing reports 46 participants and $25,287 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jackie B. Lovett Trucking Co., Inc.
EIN
58-1339832
Plan number
501
Plan type
2
Location
Waynesboro, GA
Latest filing year
2023
Participants
46
End-of-year plan assets
$25,287

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202346I, C20250211142908NAL0019756545001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$25,287
Total liabilities (EOY)
$26,843
Net assets (EOY)
-$1,556
Net assets (BOY)
$0

Income & contributions

Employer contributions
$103,587
Participant contributions
$238,510
Total income / additions
$342,731

Expenses & distributions

Benefits paid
$179,290
Administrative expenses
$5,663
Total expenses
$344,287
Net increase / (decrease)
-$1,556

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Assured Partners (Ga)BROKER$18,720not reported in the loaded dataset2023
The Benecon GroupBROKER$12,005not reported in the loaded dataset2023
Meritain Health, An Aetna CompanyADMIN$5,663not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$2,555not reported in the loaded dataset2023

Related Form 5500 pages