2023 Form 5500 filing — Severino Trucking Co. Inc. 401(K) Plan & Trust
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 20240913084707NAL0019328930001) for Severino Trucking Co. Inc. 401(K) Plan & Trust, reported by Severino Trucking Co., Inc. under EIN 02-0367181 and plan number 001. It reports 168 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)$11MReported net assets$10,994,026
Participants168
Provider compensation$42.6K2 Schedule C row(s)$42,554
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240913084707NAL0019328930001
- Plan sponsor
- Severino Trucking Co., Inc.
- EIN
- 02-0367181
- Plan number
- 001
- Location
- Candia, NH
- 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)$11M total assets
Net assets$11MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,994,026
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,994,026
- Employer contributions
- $176,543
- Participant contributions
- $698,762
- Total income / additions
- $2,499,831
- Benefits paid
- $251,217
- Administrative expenses
- $42,554
- Total expenses
- $298,514
- Net increase / (decrease)
- $2,201,317
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln Investment Planning LLC | ADVISOR | $23,221 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $19,333 | $0 |