Frank C. Alegre Trucking, Inc. 401(K) Plan — Form 5500 plan (Frank C. Alegre Trucking, 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, Frank C. Alegre Trucking, Inc. 401(K) Plan is a benefit plan reported by Frank C. Alegre Trucking, Inc. under EIN 94-2243381 and plan number 001. The latest loaded filing year is 2023. The filing reports 252 participants and $8,233,143 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Frank C. Alegre Trucking, Inc.
EIN
94-2243381
Plan number
001
Plan type
2
Location
Lodi, CA
Latest filing year
2023
Participants
252
End-of-year plan assets
$8,233,143

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023252H, C20241009110301NAL0019056225001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,233,143
Total liabilities (EOY)
$32
Net assets (EOY)
$8,233,111
Net assets (BOY)
$6,529,969

Income & contributions

Employer contributions
$262,839
Participant contributions
$771,896
Total contributions
$1,144,785
Total income / additions
$2,107,421

Expenses & distributions

Benefits paid
$337,886
Administrative expenses
$61,978
Total expenses
$404,279
Net increase / (decrease)
$1,703,142

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pension Management Consultants, IncOTHER SERVICES$0$4,0032023
MorningstarINVESTMENT ADVISORY-PLAN$0$1,1602023

Related Form 5500 pages