2023 Form 5500 filing — Savings Plan Of Danny Herman Trucking Employees
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 20241014172352NAL0054620994001) for Savings Plan Of Danny Herman Trucking Employees, reported by Danny Herman Trucking, Inc. under EIN 95-3030293 and plan number 001. It reports 746 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)$16.6MReported net assets$16,631,917
Participants746
Provider compensation$100.8K2 Schedule C row(s)$100,833
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014172352NAL0054620994001
- Plan sponsor
- Danny Herman Trucking, Inc.
- EIN
- 95-3030293
- Plan number
- 001
- Location
- Mountain City, TN
- 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)$16.6M total assets
Net assets$16.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $16,631,917
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,631,917
- Employer contributions
- $390,656
- Participant contributions
- $2,907,188
- Total income / additions
- $5,362,967
- Benefits paid
- $1,752,745
- Administrative expenses
- $76,792
- Total expenses
- $1,828,734
- Net increase / (decrease)
- $3,534,233
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $55,798 | not reported in the loaded dataset |
| Shepherd Financial Investment Advis | NONE | $45,035 | not reported in the loaded dataset |