Next Trucking 401(K) Plan — Form 5500 plan (Next 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, Next Trucking 401(K) Plan is a benefit plan reported by Next Trucking, Inc. under EIN 81-4645546 and plan number 001. The latest loaded filing year is 2023. The filing reports 339 participants and $7,121,800 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Next Trucking, Inc.
EIN
81-4645546
Plan number
001
Plan type
2
Location
Long Beach, CA
Latest filing year
2023
Participants
339
End-of-year plan assets
$7,121,800

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023339H, C20241014131837NAL0014989059001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,121,800
Total liabilities (EOY)
$0
Net assets (EOY)
$7,121,800
Net assets (BOY)
$6,109,241

Income & contributions

Employer contributions
$793,165
Participant contributions
$872,953
Total contributions
$1,730,477
Total income / additions
$2,620,641

Expenses & distributions

Benefits paid
$1,572,991
Administrative expenses
$35,091
Total expenses
$1,608,082
Net increase / (decrease)
$1,012,559

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Catalina Capital Group, LLCNONE$25,178not reported in the loaded dataset2023
John HancockRECORDKEEPER$3,909$02023

Related Form 5500 pages