Frank C. Alegre Trucking, Inc. — 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, Frank C. Alegre Trucking, Inc. (EIN 94-2243381) is a plan sponsor located in Lodi, CA 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
94-2243381
Location
Lodi, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$8,233,143
Total reported liabilities (EOY)
$32
Total reported net assets (EOY)
$8,233,111

Contributions & income

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

Expenses & distributions

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

Coverage

Total reported participants
479
Plans with financial statements
1
Plans with provider compensation
1

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

Frank C. Alegre Trucking, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Frank C. Alegre Trucking, Inc. 401(K) Plan001252$8,233,1432023
Frank C. Alegre Trucking, Inc. Health And Welfare Benefit Plan501227not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Frank C. Alegre Trucking, Inc.
YearPlanParticipantsSchedulesFiling
2023Frank C. Alegre Trucking, Inc. 401(K) Plan252H, C20241009110301NAL0019056225001
2023Frank C. Alegre Trucking, Inc. Health And Welfare Benefit Plan22720241218215247NAL0003689633001

Related Form 5500 pages