Gary Amoth Trucking, Inc. 401(K) Plan — Form 5500 plan (Gary Amoth 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, Gary Amoth Trucking, Inc. 401(K) Plan is a benefit plan reported by Gary Amoth Trucking, Inc. under EIN 82-0460477 and plan number 001. The latest loaded filing year is 2023. The filing reports 226 participants and $5,155,313 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gary Amoth Trucking, Inc.
EIN
82-0460477
Plan number
001
Plan type
2
Location
Twin Falls, ID
Latest filing year
2023
Participants
226
End-of-year plan assets
$5,155,313

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023226H, C20240814102933NAL0019851824001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,155,313
Total liabilities (EOY)
$1,969
Net assets (EOY)
$5,153,344
Net assets (BOY)
$3,588,229

Income & contributions

Employer contributions
$438,362
Participant contributions
$650,276
Total contributions
$1,162,875
Total income / additions
$1,831,583

Expenses & distributions

Benefits paid
$241,117
Administrative expenses
$25,351
Total expenses
$266,468
Net increase / (decrease)
$1,565,115

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CoRECORDKEEPER$16,233$02023
Raymond James & AssociatesINVESTMENT ADVISOR$5,000not reported in the loaded dataset2023

Related Form 5500 pages