Liquid Trucking Companies 401(K) Profit Sharing Plan — Form 5500 plan (Lt Holdings, 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, Liquid Trucking Companies 401(K) Profit Sharing Plan is a benefit plan reported by Lt Holdings, Inc. under EIN 85-2789649 and plan number 001. The latest loaded filing year is 2023. The filing reports 304 participants and $7,766,809 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lt Holdings, Inc.
EIN
85-2789649
Plan number
001
Plan type
3
Location
Plattsmouth, NE
Latest filing year
2023
Participants
304
End-of-year plan assets
$7,766,809

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023304H, C20241014161106NAL0015268691001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,766,809
Total liabilities (EOY)
$0
Net assets (EOY)
$7,766,809
Net assets (BOY)
$6,306,635

Income & contributions

Employer contributions
$306,732
Participant contributions
$865,505
Total contributions
$1,185,831
Total income / additions
$2,336,144

Expenses & distributions

Benefits paid
$825,672
Administrative expenses
$50,298
Total expenses
$875,970
Net increase / (decrease)
$1,460,174

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Usi Advisors IncINVESTMENT ADVISOR$26,458$02023
Capital Group Retirement Plan ServiRECORDKEEPER$17,628$02023
Pension Administrators LLCCONTRACT ADMIN$4,734$02023

Related Form 5500 pages