Antonini Freight Express, Inc. 401(K) & Profit Sharing Plan — Form 5500 plan (Antonini Freight Express, 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, Antonini Freight Express, Inc. 401(K) & Profit Sharing Plan is a benefit plan reported by Antonini Freight Express, Inc. under EIN 94-2416592 and plan number 002. The latest loaded filing year is 2023. The filing reports 232 participants and $7,765,024 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Antonini Freight Express, Inc.
EIN
94-2416592
Plan number
002
Plan type
2
Location
Stockton, CA
Latest filing year
2023
Participants
232
End-of-year plan assets
$7,765,024

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023232H, C20241014134004NAL0027425889002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,765,024
Net assets (EOY)
$7,765,024
Net assets (BOY)
$6,813,141

Income & contributions

Employer contributions
$218,356
Participant contributions
$369,598
Total contributions
$587,954
Total income / additions
$1,431,251

Expenses & distributions

Benefits paid
$453,701
Administrative expenses
$25,667
Total expenses
$479,368
Net increase / (decrease)
$951,883

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Findec Benefit ServicesTPA RECORDKEEPER$25,581$02023
Charles Schwab Trust BankCUSTODIAN_TRUSTEE$0$2,2382023
Findec Wealth Services, Inc.INVESTMENT ADVISOR$86not reported in the loaded dataset2023

Related Form 5500 pages