2023 Form 5500 filing — Utility Trailer & Equipment Sales Nw, LLC 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 20241014175712NAL0015387043001) for Utility Trailer & Equipment Sales Nw, LLC 401(K) Profit Sharing Plan, reported by Utility Trailer Sales Of Washington Co. under EIN 91-2153827 and plan number 001. It reports 168 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)$2.4MReported net assets$2,352,634
Participants168
Provider compensation$17.4K3 Schedule C row(s)$17,437
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014175712NAL0015387043001
- Plan sponsor
- Utility Trailer Sales Of Washington Co.
- EIN
- 91-2153827
- Plan number
- 001
- Location
- Auburn, WA
- 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)$2.4M total assets
Net assets$2.4MLiabilities$10.7K
Full reported line items
- Total assets (EOY)
- $2,363,377
- Total liabilities (EOY)
- $10,743
- Net assets (EOY)
- $2,352,634
- Participant contributions
- $218,791
- Total income / additions
- $492,694
- Benefits paid
- $277,841
- Administrative expenses
- $17,436
- Total expenses
- $295,277
- Net increase / (decrease)
- $197,417
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Northwest Advisory Service | NONE | $11,888 | not reported in the loaded dataset |
| American Northwest Rps | NONE | $3,629 | $0 |
| Benefit Trust Company | NONE | $1,920 | $0 |