Palletized Trucking, Inc. 401k & Profit Sharing Plan — Form 5500 plan (Palletized Trucking 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, Palletized Trucking, Inc. 401k & Profit Sharing Plan is a benefit plan reported by Palletized Trucking Inc. under EIN 74-1655585 and plan number 001. The latest loaded filing year is 2023. The filing reports 111 participants and $8,567,223 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Palletized Trucking Inc.
EIN
74-1655585
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
111
End-of-year plan assets
$8,567,223

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023111H, C20241011111002NAL0010852371001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,567,223
Total liabilities (EOY)
$0
Net assets (EOY)
$8,567,223
Net assets (BOY)
$7,312,168

Income & contributions

Employer contributions
$440,452
Participant contributions
$235,062
Total contributions
$675,514
Total income / additions
$1,748,496

Expenses & distributions

Benefits paid
$454,694
Administrative expenses
$38,747
Total expenses
$493,441
Net increase / (decrease)
$1,255,055

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz Investment Advisory ServiceINVESTMENT ADVISOR$16,250not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$13,472$02023
Armanino, LlpACCOUNTANT/AUDITOR$9,025not reported in the loaded dataset2023

Related Form 5500 pages