2023 Form 5500 filing — Royal Trucking Company 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 20241014154506NAL0052981570002) for Royal Trucking Company 401(K) Plan, reported by Royal Trucking Company under EIN 64-0702126 and plan number 001. It reports 254 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014154506NAL0052981570002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Royal Trucking Company
- EIN
- 64-0702126
- Plan number
- 001
- Location
- West Point, MS
- Participants
- 254
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,817,817
- Total liabilities (EOY)
- $3,981
- Net assets (EOY)
- $1,813,836
- Employer contributions
- $17,172
- Participant contributions
- $101,106
- Total income / additions
- $332,296
- Benefits paid
- $76,512
- Administrative expenses
- $22,052
- Total expenses
- $98,564
- Net increase / (decrease)
- $233,732
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oakwood Capital Management, LLC | INVESTMENT MANAGEMENT | $11,551 | not reported in the loaded dataset |
| Renasant Bank | INVESTMENT MANAGEMENT | $7,701 | not reported in the loaded dataset |