The Waggoners Trucking 401(K) Profit Sharing Plan — Form 5500 plan (The Waggoners Trucking)
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, The Waggoners Trucking 401(K) Profit Sharing Plan is a benefit plan reported by The Waggoners Trucking under EIN 81-0290880 and plan number 004. The latest loaded filing year is 2023. The filing reports 180 participants and $10,776,885 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Waggoners Trucking
- EIN
- 81-0290880
- Plan number
- 004
- Plan type
- 2
- Location
- Billings, MT
- Latest filing year
- 2023
- Participants
- 180
- End-of-year plan assets
- $10,776,885
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 180 | H, C | 20241002114010NAL0008725857001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,776,885
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,776,885
- Net assets (BOY)
- $8,901,777
Income & contributions
- Employer contributions
- $290,457
- Participant contributions
- $611,243
- Total contributions
- $914,625
- Total income / additions
- $2,305,426
Expenses & distributions
- Benefits paid
- $376,036
- Administrative expenses
- $54,282
- Total expenses
- $430,318
- Net increase / (decrease)
- $1,875,108
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Benefits And Insurance Serv | THIRD PARTY ADMINISTRATO | $0 | $8,580 | 2023 |