Coast Counties Truck & Equipment Profit Sharing 401(K) Plan — Form 5500 plan (Coast Counties Truck & Equipment Company)
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, Coast Counties Truck & Equipment Profit Sharing 401(K) Plan is a benefit plan reported by Coast Counties Truck & Equipment Company under EIN 94-0547560 and plan number 002. The latest loaded filing year is 2023. The filing reports 218 participants and $13,292,979 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coast Counties Truck & Equipment Company
- EIN
- 94-0547560
- Plan number
- 002
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 218
- End-of-year plan assets
- $13,292,979
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 218 | H, C | 20240826121432NAL0009681217001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,292,979
- Total liabilities (EOY)
- $27,118
- Net assets (EOY)
- $13,265,861
- Net assets (BOY)
- $10,952,624
Income & contributions
- Employer contributions
- $130,436
- Participant contributions
- $703,412
- Total contributions
- $871,467
- Total income / additions
- $2,955,964
Expenses & distributions
- Benefits paid
- $619,448
- Administrative expenses
- $23,279
- Total expenses
- $642,727
- Net increase / (decrease)
- $2,313,237
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Advanced Retirement Solutions | SERVICE PROVIDER | $0 | $17,973 | 2023 |