Lugreg Trucking 401(K) Plan — Form 5500 plan (Lugreg Trucking, LLC)

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, Lugreg Trucking 401(K) Plan is a benefit plan reported by Lugreg Trucking, LLC under EIN 73-1113430 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $5,272,596 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lugreg Trucking, LLC
EIN
73-1113430
Plan number
001
Plan type
2
Location
Kingfisher, OK
Latest filing year
2023
Participants
164
End-of-year plan assets
$5,272,596

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023164H, C20241007100930NAL0007475107001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,272,596
Total liabilities (EOY)
$5,647
Net assets (EOY)
$5,266,949
Net assets (BOY)
$5,567,916

Income & contributions

Employer contributions
$109,719
Participant contributions
$377,648
Total contributions
$674,843
Total income / additions
$1,562,841

Expenses & distributions

Benefits paid
$1,851,525
Administrative expenses
$12,283
Total expenses
$1,863,808
Net increase / (decrease)
-$300,967

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Retirement, LLCNONE$8,043not reported in the loaded dataset2023
Intrust Bank, N.A.NONE$4,240not reported in the loaded dataset2023

Related Form 5500 pages