Truland Equipment, LLC 401(K) Plan — Form 5500 plan (Truland Equipment, 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, Truland Equipment, LLC 401(K) Plan is a benefit plan reported by Truland Equipment, LLC under EIN 93-2065470 and plan number 001. The latest loaded filing year is 2023. The filing reports 242 participants and $39,581,964 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Truland Equipment, LLC
EIN
93-2065470
Plan number
001
Plan type
2
Location
Van Wert, OH
Latest filing year
2023
Participants
242
End-of-year plan assets
$39,581,964

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023242H, C20241223102705NAL0019045874001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,581,964
Total liabilities (EOY)
$0
Net assets (EOY)
$39,581,964
Net assets (BOY)
$22,690,376

Income & contributions

Employer contributions
$827,472
Participant contributions
$1,502,413
Total contributions
$2,370,336
Total income / additions
$6,680,396

Expenses & distributions

Benefits paid
$3,471,289
Administrative expenses
$109,327
Total expenses
$3,580,616
Net increase / (decrease)
$3,099,780

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Financial NetworkADVISOR$55,935not reported in the loaded dataset2023
Lincoln National CorporationSERVICE PROVIDER$53,392$02023

Related Form 5500 pages