Stafford Transport Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Stafford Transport 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, Stafford Transport Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Stafford Transport Inc under EIN 58-2407053 and plan number 001. The latest loaded filing year is 2023. The filing reports 661 participants and $3,365,224 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stafford Transport Inc
- EIN
- 58-2407053
- Plan number
- 001
- Plan type
- 2
- Location
- Walker, LA
- Latest filing year
- 2023
- Participants
- 661
- End-of-year plan assets
- $3,365,224
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 661 | H, C | 20241010140526NAL0035982496001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,365,224
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,365,224
- Net assets (BOY)
- $2,675,827
Income & contributions
- Employer contributions
- $248,519
- Participant contributions
- $587,068
- Total contributions
- $859,719
- Total income / additions
- $1,276,329
Expenses & distributions
- Benefits paid
- $556,307
- Administrative expenses
- $29,015
- Total expenses
- $586,932
- Net increase / (decrease)
- $689,397
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $13,359 | not reported in the loaded dataset | 2023 |
| Alliant Retirement Services LLC | ADVISOR | $7,472 | not reported in the loaded dataset | 2023 |