2023 Form 5500 filing — Cleveland Mack Sales, 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 20241010092328NAL0011330419001) for Cleveland Mack Sales, Inc. 401(K) Plan, reported by Performance Truck And Houston Heavy Duty Truck And Trailer under EIN 74-1921037 and plan number 001. It reports 475 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)$25.4MReported net assets$25,376,976

Participants475

Provider compensation$72.2K2 Schedule C row(s)$72,207

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241010092328NAL0011330419001
Plan sponsor: Performance Truck And Houston Heavy Duty Truck And Trailer
EIN: 74-1921037
Plan number: 001
Location: Cleveland, TX
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)$25.4M total assets

Net assets$25.4MLiabilities$0

Money in vs. money out

Total income / additions$6M

Total expenses$1.6M

Benefits paid / distributions$1.5M

Contributions

Employer$520.8K

Participant$1.9M

Full reported line items

Total assets (EOY): $25,376,976
Total liabilities (EOY): $0
Net assets (EOY): $25,376,976
Employer contributions: $520,755
Participant contributions: $1,852,211
Total income / additions: $6,044,961
Benefits paid: $1,505,839
Administrative expenses: $72,243
Total expenses: $1,578,082
Net increase / (decrease): $4,466,879

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$72.2K
CONTRACT ADMINISTRATOR · Direct $72.2K · Indirect $0
2
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010092328NAL0011330419001 cover?: It is the 2023 Form 5500 filing for Cleveland Mack Sales, Inc. 401(K) Plan, reported by Performance Truck And Houston Heavy Duty Truck And Trailer (EIN 74-1921037).
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).