Plan5500

Pemberton Truck Lines 401(K) Plan — Form 5500 plan (Pemberton Truck Lines, 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, Pemberton Truck Lines 401(K) Plan is a benefit plan reported by Pemberton Truck Lines, Inc. under EIN 62-1194446 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $4,926,196 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pemberton Truck Lines, Inc.
EIN
62-1194446
Plan number
001
Plan type
2
Location
Knoxville, TN
Latest filing year
2023
Participants
163
End-of-year plan assets
$4,926,196

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023163H, C20241015182644NAL0049346176001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,926,196
Total liabilities (EOY)
$0
Net assets (EOY)
$4,926,196
Net assets (BOY)
$4,505,781

Income & contributions

Employer contributions
$70,910
Participant contributions
$462,810
Total contributions
$533,720
Total income / additions
$1,130,681

Expenses & distributions

Benefits paid
$669,857
Administrative expenses
$37,099
Total expenses
$710,266
Net increase / (decrease)
$420,415

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Shepherd Financial Investment AdvisNONE$20,468not reported in the loaded dataset2023
Stancorp Financial GroupNONE$20,098not reported in the loaded dataset2023
Lmbc, PcNONE$12,000not reported in the loaded dataset2023

Related Form 5500 pages