Superior Truck Lines 401(K) Plan — Form 5500 plan (Superior Truck Lines, 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, Superior Truck Lines 401(K) Plan is a benefit plan reported by Superior Truck Lines, Inc. under EIN 95-4191845 and plan number 001. The latest loaded filing year is 2023. The filing reports 219 participants and $4,075,728 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Superior Truck Lines, Inc.
- EIN
- 95-4191845
- Plan number
- 001
- Plan type
- 2
- Location
- Gustine, CA
- Latest filing year
- 2023
- Participants
- 219
- End-of-year plan assets
- $4,075,728
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 219 | H, C | 20241012113117NAL0013293155001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,075,728
- Net assets (EOY)
- $4,075,728
- Net assets (BOY)
- $3,162,874
Income & contributions
- Employer contributions
- $295,519
- Participant contributions
- $397,926
- Total contributions
- $769,481
- Total income / additions
- $1,222,869
Expenses & distributions
- Benefits paid
- $241,251
- Administrative expenses
- $43,002
- Total expenses
- $310,015
- Net increase / (decrease)
- $912,854
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annunity Insurance Company | RECORDKEEPER | $24,899 | $0 | 2023 |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $10,523 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISE | $8,944 | $0 | 2023 |
| Osborne & Associates Inc. | CONTRACT ADMIN | $4,650 | $3,272 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Superior Truck Lines, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Gustine, CA
- Empower Annunity Insurance Company — Schedule C compensation
- Empower Advisory Group — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Osborne & Associates Inc. — Schedule C compensation