2023 Form 5500 filing — Asphalt And Fuel Transport LLC 401(K) Profit Sharing 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 20241010085001NAL0019825841001) for Asphalt And Fuel Transport LLC 401(K) Profit Sharing Plan & Trust, reported by Asphalt And Fuel Transport, LLC under EIN 20-2902296 and plan number 001. It reports 159 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)$11.2MReported net assets$11,185,280
Participants159
Provider compensation$42.3K2 Schedule C row(s)$42,267
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010085001NAL0019825841001
- Plan sponsor
- Asphalt And Fuel Transport, LLC
- EIN
- 20-2902296
- Plan number
- 001
- Location
- Tulsa, OK
- 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)$11.2M total assets
Net assets$11.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $11,185,280
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,185,280
- Employer contributions
- $464,000
- Participant contributions
- $861,099
- Total income / additions
- $2,867,994
- Benefits paid
- $239,085
- Administrative expenses
- $44,418
- Total expenses
- $283,593
- Net increase / (decrease)
- $2,584,401
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Intrust Bank Na | ADVISOR | $23,006 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $19,261 | $0 |