2023 Form 5500 filing — Sun State International Trucks, LLC. 401(K) Retirement 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 20240904090451NAL0011041683001) for Sun State International Trucks, LLC. 401(K) Retirement Plan, reported by Horton Holdings, LLC under EIN 59-3750723 and plan number 001. It reports 242 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)$9.1MReported net assets$9,076,881
Participants242
Provider compensation$51.5K3 Schedule C row(s)$51,451
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240904090451NAL0011041683001
Plan sponsor
Horton Holdings, LLC
EIN
59-3750723
Plan number
001
Location
Tampa, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$9.1M total assets
Net assets$9.1MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$788.3K
Benefits paid / distributions$747.8K
Contributions
Employer$221.4K
Participant$737.5K
Full reported line items
Total assets (EOY)
$9,076,881
Total liabilities (EOY)
$0
Net assets (EOY)
$9,076,881
Employer contributions
$221,438
Participant contributions
$737,504
Total income / additions
$2,407,282
Benefits paid
$747,817
Administrative expenses
$40,473
Total expenses
$788,290
Net increase / (decrease)
$1,618,992
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $40.4K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $11K
  3. 3
    INVESTMENT MGMT · Direct $66

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240904090451NAL0011041683001 cover?
It is the 2023 Form 5500 filing for Sun State International Trucks, LLC. 401(K) Retirement Plan, reported by Horton Holdings, LLC (EIN 59-3750723).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages