2023 Form 5500 filing — Ken Graham Trucking, Inc. 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 20241008142423NAL0017782433001) for Ken Graham Trucking, Inc. 401(K) Plan, reported by Ken Graham Trucking, Inc. under EIN 38-2314349 and plan number 003. It reports 119 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008142423NAL0017782433001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ken Graham Trucking, Inc.
- EIN
- 38-2314349
- Plan number
- 003
- Location
- Brimley, MI
- Participants
- 119
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,272,111
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,272,111
- Employer contributions
- $146,978
- Participant contributions
- $307,858
- Total income / additions
- $1,153,366
- Benefits paid
- $339,281
- Administrative expenses
- $4,740
- Total expenses
- $354,310
- Net increase / (decrease)
- $799,056
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kerberrose Wealth Management | SERVICE PROVIDER | $0 | $11,873 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $357 | $0 |