Sutton Trucking LLC 401(K) Plan — Form 5500 plan (Sutton Trucking 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, Sutton Trucking LLC 401(K) Plan is a benefit plan reported by Sutton Trucking LLC under EIN 83-3707220 and plan number 002. The latest loaded filing year is 2023. The filing reports 185 participants and $5,483,026 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sutton Trucking LLC
- EIN
- 83-3707220
- Plan number
- 002
- Plan type
- 2
- Location
- Wood Village, OR
- Latest filing year
- 2023
- Participants
- 185
- End-of-year plan assets
- $5,483,026
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 185 | H, C | 20240823124843NAL0010425744001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,483,026
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,483,026
- Net assets (BOY)
- $5,089,898
Income & contributions
- Employer contributions
- $186,462
- Participant contributions
- $388,022
- Total contributions
- $606,078
- Total income / additions
- $1,257,265
Expenses & distributions
- Benefits paid
- $834,051
- Administrative expenses
- $30,086
- Total expenses
- $864,137
- Net increase / (decrease)
- $393,128
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $17,085 | not reported in the loaded dataset | 2023 |
| Trutina Financial | NONE | $13,000 | not reported in the loaded dataset | 2023 |