2023 Form 5500 filing — Coast Counties Truck & Equipment Profit Sharing 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 20240826121432NAL0009681217001) for Coast Counties Truck & Equipment Profit Sharing 401(K) Plan, reported by Coast Counties Truck & Equipment Company under EIN 94-0547560 and plan number 002. It reports 218 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$13.3MReported net assets$13,265,861
Participants218
Provider compensation$18K1 Schedule C row(s)$17,973
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240826121432NAL0009681217001
- Plan sponsor
- Coast Counties Truck & Equipment Company
- EIN
- 94-0547560
- Plan number
- 002
- Location
- San Jose, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$13.3M total assets
Net assets$13.3MLiabilities$27.1K
Full reported line items
- Total assets (EOY)
- $13,292,979
- Total liabilities (EOY)
- $27,118
- Net assets (EOY)
- $13,265,861
- Employer contributions
- $130,436
- Participant contributions
- $703,412
- Total income / additions
- $2,955,964
- Benefits paid
- $619,448
- Administrative expenses
- $23,279
- Total expenses
- $642,727
- Net increase / (decrease)
- $2,313,237
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Advanced Retirement Solutions | SERVICE PROVIDER | $0 | $17,973 |