2023 Form 5500 filing — Pemberton Truck Lines 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 20241015182644NAL0049346176001) for Pemberton Truck Lines 401(K) Plan, reported by Pemberton Truck Lines, Inc. under EIN 62-1194446 and plan number 001. It reports 163 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)$4.9MReported net assets$4,926,196
Participants163
Provider compensation$52.6K3 Schedule C row(s)$52,566
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015182644NAL0049346176001
- Plan sponsor
- Pemberton Truck Lines, Inc.
- EIN
- 62-1194446
- Plan number
- 001
- Location
- Knoxville, 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)$4.9M total assets
Net assets$4.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,926,196
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,926,196
- Employer contributions
- $70,910
- Participant contributions
- $462,810
- Total income / additions
- $1,130,681
- Benefits paid
- $669,857
- Administrative expenses
- $37,099
- Total expenses
- $710,266
- Net increase / (decrease)
- $420,415
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Shepherd Financial Investment Advis | NONE | $20,468 | not reported in the loaded dataset |
| Stancorp Financial Group | NONE | $20,098 | not reported in the loaded dataset |
| Lmbc, Pc | NONE | $12,000 | not reported in the loaded dataset |