2023 Form 5500 filing — Deluxe Auto Carriers Inc 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 20241010143331NAL0020344017002) for Deluxe Auto Carriers Inc 401(K) Profit Sharing Plan & Trust, reported by Deluxe Auto Carriers Inc under EIN 20-2037002 and plan number 001. It reports 203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010143331NAL0020344017002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Deluxe Auto Carriers Inc
- EIN
- 20-2037002
- Plan number
- 001
- Location
- Jurupa Valley, CA
- Participants
- 203
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,929,581
- Net assets (EOY)
- $1,929,581
- Employer contributions
- $246,334
- Participant contributions
- $419,282
- Total income / additions
- $921,322
- Benefits paid
- $233,123
- Administrative expenses
- $14,131
- Total expenses
- $262,588
- Net increase / (decrease)
- $658,734
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $8,701 | $0 |
| Adp, Inc. | RECORDKEEPER | $5,430 | $0 |
| Adp, Inc. | RECORDKEEPER | $1,138 | $0 |
| Adp, LLC | RECORDKEEPER | $305 | $0 |
| Adp Broker-Dealer | RECORDKEEPER | $0 | $0 |