Kaufman Trailers 401(K) Plan — Form 5500 plan (Kaufman Trailers, 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, Kaufman Trailers 401(K) Plan is a benefit plan reported by Kaufman Trailers, LLC under EIN 88-2743153 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,057 participants and $7,033,728 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kaufman Trailers, LLC
- EIN
- 88-2743153
- Plan number
- 001
- Plan type
- 2
- Location
- Denton, NC
- Latest filing year
- 2023
- Participants
- 1,057
- End-of-year plan assets
- $7,033,728
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,057 | H, C | 20240924122639NAL0022900176001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,033,728
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,033,728
- Net assets (BOY)
- $4,103,706
Income & contributions
- Employer contributions
- $455,224
- Participant contributions
- $2,243,283
- Total contributions
- $2,884,863
- Total income / additions
- $3,725,731
Expenses & distributions
- Benefits paid
- $639,854
- Administrative expenses
- $78,180
- Total expenses
- $795,709
- Net increase / (decrease)
- $2,930,022
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Trinity Pension Group | TPA | $76,268 | not reported in the loaded dataset | 2023 |
| Nationwide | CUSTODIAN | $42,193 | $0 | 2023 |
| Northwestern Mutual Inv Srv LLC | BROKER DEALER | $0 | $11,138 | 2023 |
| Iron-Co-Fid-Comprehensive | CO-FIDUCIARY | $3,557 | not reported in the loaded dataset | 2023 |
| Nationwide Life Insurance Company | INSURANCE CO. | $0 | $593 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kaufman Trailers, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Denton, NC
- Trinity Pension Group — Schedule C compensation
- Nationwide — Schedule C compensation
- Northwestern Mutual Inv Srv LLC — Schedule C compensation
- Iron-Co-Fid-Comprehensive — Schedule C compensation
- Nationwide Life Insurance Company — Schedule C compensation