2023 Form 5500 filing — Antonini Freight Express, Inc. 401(K) & 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 20241014134004NAL0027425889002) for Antonini Freight Express, Inc. 401(K) & Profit Sharing Plan, reported by Antonini Freight Express, Inc. under EIN 94-2416592 and plan number 002. It reports 232 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014134004NAL0027425889002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Antonini Freight Express, Inc.
- EIN
- 94-2416592
- Plan number
- 002
- Location
- Stockton, CA
- Participants
- 232
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,765,024
- Net assets (EOY)
- $7,765,024
- Employer contributions
- $218,356
- Participant contributions
- $369,598
- Total income / additions
- $1,431,251
- Benefits paid
- $453,701
- Administrative expenses
- $25,667
- Total expenses
- $479,368
- Net increase / (decrease)
- $951,883
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Findec Benefit Services | TPA RECORDKEEPER | $25,581 | $0 |
| Charles Schwab Trust Bank | CUSTODIAN_TRUSTEE | $0 | $2,238 |
| Findec Wealth Services, Inc. | INVESTMENT ADVISOR | $86 | not reported in the loaded dataset |