2023 Form 5500 filing — Andrews Logistics Texas, L. P. 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 20241015155503NAL0030252273001) for Andrews Logistics Texas, L. P. 401(K) Plan, reported by Andrews Logistics Texas, L.P. under EIN 20-1022679 and plan number 001. It reports 495 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155503NAL0030252273001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Andrews Logistics Texas, L.P.
- EIN
- 20-1022679
- Plan number
- 001
- Location
- Southlake, TX
- Participants
- 495
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,753,106
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,753,106
- Employer contributions
- $129,081
- Participant contributions
- $954,128
- Total income / additions
- $2,034,751
- Benefits paid
- $690,333
- Administrative expenses
- $72,340
- Total expenses
- $785,907
- Net increase / (decrease)
- $1,248,844
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Msjc, Lp Dba Cfo4life, L.P. | FINANCIAL ADVISOR | $30,321 | not reported in the loaded dataset |
| Nationwide | CUSTODIAN | $27,478 | $0 |
| Inwest Retirement Solutions | THIRD PARTY ADMINISTRATOR | $14,542 | not reported in the loaded dataset |