2023 Form 5500 filing — Next Trucking 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 20241014131837NAL0014989059001) for Next Trucking 401(K) Plan, reported by Next Trucking, Inc. under EIN 81-4645546 and plan number 001. It reports 339 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014131837NAL0014989059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Next Trucking, Inc.
- EIN
- 81-4645546
- Plan number
- 001
- Location
- Long Beach, CA
- Participants
- 339
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,121,800
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,121,800
- Employer contributions
- $793,165
- Participant contributions
- $872,953
- Total income / additions
- $2,620,641
- Benefits paid
- $1,572,991
- Administrative expenses
- $35,091
- Total expenses
- $1,608,082
- Net increase / (decrease)
- $1,012,559
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Catalina Capital Group, LLC | NONE | $25,178 | not reported in the loaded dataset |
| John Hancock | RECORDKEEPER | $3,909 | $0 |