2023 Form 5500 filing — Consolidated Trucking Services 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 20241008055206NAL0016220481001) for Consolidated Trucking Services Retirement Plan, reported by Osterkamp Trucking Inc. under EIN 95-2830369 and plan number 001. It reports 375 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008055206NAL0016220481001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Osterkamp Trucking Inc.
- EIN
- 95-2830369
- Plan number
- 001
- Location
- Pomona, CA
- Participants
- 375
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,250,573
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,250,573
- Employer contributions
- $295,211
- Participant contributions
- $1,251,296
- Total income / additions
- $3,610,572
- Benefits paid
- $1,186,862
- Administrative expenses
- $90,744
- Total expenses
- $1,334,870
- Net increase / (decrease)
- $2,275,702
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $57,704 | $0 |
| Wells Fargo | N/A | $33,039 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |