Northern Refrigerated Transportation, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Northern Refrigerated Transportation, 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, Northern Refrigerated Transportation, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Northern Refrigerated Transportation, Inc. under EIN 95-3137599 and plan number 002. The latest loaded filing year is 2023. The filing reports 450 participants and $31,965,731 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northern Refrigerated Transportation, Inc.
- EIN
- 95-3137599
- Plan number
- 002
- Plan type
- 2
- Location
- Turlock, CA
- Latest filing year
- 2023
- Participants
- 450
- End-of-year plan assets
- $31,965,731
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 450 | H, C | 20240814121730NAL0020247408001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,965,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,965,731
- Net assets (BOY)
- $27,769,050
Income & contributions
- Employer contributions
- $1,296,550
- Participant contributions
- $1,255,696
- Total contributions
- $3,698,823
- Total income / additions
- $7,542,782
Expenses & distributions
- Benefits paid
- $3,260,556
- Administrative expenses
- $56,802
- Total expenses
- $3,346,101
- Net increase / (decrease)
- $4,196,681
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement Inc. | SERVICE PROVIDER | $0 | $41,160 | 2023 |
| Hicks Pension Services | THIRD PARTY ADMINISTRATO | $0 | $13,575 | 2023 |
| Atherton & Associates Llp | INDEPENDENT AUDITORS | $11,130 | $0 | 2023 |
| J K R & Company, Inc. | SERVICE PROVIDER | $0 | $10,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northern Refrigerated Transportation, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Turlock, CA
- Nfp Retirement Inc. — Schedule C compensation
- Hicks Pension Services — Schedule C compensation
- Atherton & Associates Llp — Schedule C compensation
- J K R & Company, Inc. — Schedule C compensation