P&L Transportation, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (P&L Transportation, 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, P&L Transportation, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by P&L Transportation, Inc. under EIN 61-1293797 and plan number 001. The latest loaded filing year is 2023. The filing reports 271 participants and $16,401,456 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
P&L Transportation, Inc.
EIN
61-1293797
Plan number
001
Plan type
2
Location
Paducah, KY
Latest filing year
2023
Participants
271
End-of-year plan assets
$16,401,456

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023271H, C20241003131823NAL0005736819001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,401,456
Total liabilities (EOY)
$0
Net assets (EOY)
$16,401,456
Net assets (BOY)
$13,779,230

Income & contributions

Employer contributions
$170,304
Participant contributions
$811,699
Total contributions
$1,016,198
Total income / additions
$4,079,785

Expenses & distributions

Benefits paid
$1,232,317
Administrative expenses
$83,841
Total expenses
$1,344,678
Net increase / (decrease)
$2,735,107

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James & Associates IncINVESTMENT ADVISOR$55,322not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$28,519$02023

Related Form 5500 pages