Plan5500

Wilbanks Trucking Services, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Wilbanks Trucking Services, 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, Wilbanks Trucking Services, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Wilbanks Trucking Services, LLC under EIN 81-0746726 and plan number 001. The latest loaded filing year is 2023. The filing reports 253 participants and $915,997 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wilbanks Trucking Services, LLC
EIN
81-0746726
Plan number
001
Plan type
2
Location
Artesia, NM
Latest filing year
2023
Participants
253
End-of-year plan assets
$915,997

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023253H, C20240614165410NAL0015514739001
2023182H, C20240614170017NAL0032404129001
2023250H, C20260107073244NAL0008058673001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,027,922
Total liabilities (EOY)
$105,748
Net assets (EOY)
$2,922,174
Net assets (BOY)
$2,489,015

Income & contributions

Participant contributions
$519,081
Total contributions
$519,081
Total income / additions
$878,189

Expenses & distributions

Benefits paid
$421,585
Administrative expenses
$23,445
Total expenses
$445,030
Net increase / (decrease)
$433,159

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
First American BankNONE$25,306not reported in the loaded dataset2023
First American BankNONE$15,962not reported in the loaded dataset2023
Retirement DirectNONE$7,483$02023
First American BankNONE$5,889not reported in the loaded dataset2023

Related Form 5500 pages