The Waggoners Trucking — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, The Waggoners Trucking (EIN 81-0290880) is a plan sponsor located in Billings, MT with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
81-0290880
Location
Billings, MT
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$10,776,885
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$10,776,885

Contributions & income

Employer contributions
$290,457
Participant contributions
$611,243
Total income / additions
$2,305,426

Expenses & distributions

Benefits paid / distributions
$376,036
Total expenses
$430,318
Net increase / (decrease)
$1,875,108

Coverage

Total reported participants
282
Plans with financial statements
1
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

The Waggoners Trucking plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Waggoners Trucking 401(K) Profit Sharing Plan004180$10,776,8852023
The Waggoners Trucking Group Health Plan501102not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Waggoners Trucking
YearPlanParticipantsSchedulesFiling
2023The Waggoners Trucking Group Health Plan102C20240812152806NAL0009501153001
2023The Waggoners Trucking 401(K) Profit Sharing Plan180H, C20241002114010NAL0008725857001

Related Form 5500 pages