2023 Form 5500 filing — Nacarato Trucks General Partnership 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 20241015170345NAL0029198177001) for Nacarato Trucks General Partnership 401(K) Plan, reported by Nacarato Trucks General Partnership under EIN 81-1032763 and plan number 001. It reports 305 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170345NAL0029198177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nacarato Trucks General Partnership
- EIN
- 81-1032763
- Plan number
- 001
- Location
- Lavergne, TN
- Participants
- 305
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,426,670
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,426,670
- Employer contributions
- $542,015
- Participant contributions
- $1,100,813
- Total income / additions
- $4,370,557
- Benefits paid
- $1,042,309
- Administrative expenses
- $70,200
- Total expenses
- $1,112,509
- Net increase / (decrease)
- $3,258,048
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $35,109 | not reported in the loaded dataset |
| Prime Capital Investment Advisors | NONE | $20,635 | not reported in the loaded dataset |
| Erisa Smart | NONE | $8,156 | not reported in the loaded dataset |
| Kraft Cpa'S Pllc | NONE | $6,300 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |