2023 Form 5500 filing — Palletized Trucking, Inc. 401k & Profit Sharing 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 20241011111002NAL0010852371001) for Palletized Trucking, Inc. 401k & Profit Sharing Plan, reported by Palletized Trucking Inc. under EIN 74-1655585 and plan number 001. It reports 111 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)$8.6MReported net assets$8,567,223
Participants111
Provider compensation$38.7K3 Schedule C row(s)$38,747
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011111002NAL0010852371001
- Plan sponsor
- Palletized Trucking Inc.
- EIN
- 74-1655585
- Plan number
- 001
- Location
- Houston, TX
- 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)$8.6M total assets
Net assets$8.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,567,223
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,567,223
- Employer contributions
- $440,452
- Participant contributions
- $235,062
- Total income / additions
- $1,748,496
- Benefits paid
- $454,694
- Administrative expenses
- $38,747
- Total expenses
- $493,441
- Net increase / (decrease)
- $1,255,055
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment Advisory Service | INVESTMENT ADVISOR | $16,250 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $13,472 | $0 |
| Armanino, Llp | ACCOUNTANT/AUDITOR | $9,025 | not reported in the loaded dataset |