2023 Form 5500 filing — Xpressavings 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240826102802NAL0009603041001) for Xpressavings 401(K) Plan, reported by U.S. Xpress Enterprises, Inc. under EIN 62-1378182 and plan number 001. It reports 9,270 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240826102802NAL0009603041001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- U.S. Xpress Enterprises, Inc.
- EIN
- 62-1378182
- Plan number
- 001
- Location
- Chattanooga, TN
- Participants
- 9,270
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $117,768,932
- Total liabilities (EOY)
- $273,626
- Net assets (EOY)
- $117,495,306
- Employer contributions
- $3,658,330
- Participant contributions
- $15,113,308
- Total income / additions
- $36,977,524
- Benefits paid
- $18,731,999
- Administrative expenses
- $459,831
- Total expenses
- $19,659,542
- Net increase / (decrease)
- $17,317,982
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $365,669 | $0 |
| Morgan Stanley & Co, LLC | INVESTMENT ADVISOR | $73,568 | not reported in the loaded dataset |
| Lbmc, Pc | AUDITOR | $19,394 | not reported in the loaded dataset |