Nacarato Trucks General Partnership 401(K) Plan — Form 5500 plan (Nacarato Trucks General Partnership)
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, Nacarato Trucks General Partnership 401(K) Plan is a benefit plan reported by Nacarato Trucks General Partnership under EIN 81-1032763 and plan number 001. The latest loaded filing year is 2023. The filing reports 305 participants and $15,426,670 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nacarato Trucks General Partnership
- EIN
- 81-1032763
- Plan number
- 001
- Plan type
- 2
- Location
- Lavergne, TN
- Latest filing year
- 2023
- Participants
- 305
- End-of-year plan assets
- $15,426,670
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 305 | H, C | 20241015170345NAL0029198177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,426,670
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,426,670
- Net assets (BOY)
- $12,168,622
Income & contributions
- Employer contributions
- $542,015
- Participant contributions
- $1,100,813
- Total contributions
- $2,297,100
- Total income / additions
- $4,370,557
Expenses & distributions
- Benefits paid
- $1,042,309
- Administrative expenses
- $70,200
- Total expenses
- $1,112,509
- Net increase / (decrease)
- $3,258,048
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $35,109 | not reported in the loaded dataset | 2023 |
| Prime Capital Investment Advisors | NONE | $20,635 | not reported in the loaded dataset | 2023 |
| Erisa Smart | NONE | $8,156 | not reported in the loaded dataset | 2023 |
| Kraft Cpa'S Pllc | NONE | $6,300 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nacarato Trucks General Partnership
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Lavergne, TN
- Oneamerica Retirement Services, LLC — Schedule C compensation
- Prime Capital Investment Advisors — Schedule C compensation
- Erisa Smart — Schedule C compensation
- Kraft Cpa'S Pllc — Schedule C compensation
- Matrix Trust Company — Schedule C compensation