2023 Form 5500 filing — Royal Truck And Trailer Sales And Services, Inc. 401k Profit S

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 20241118084234NAL0001160145001) for Royal Truck And Trailer Sales And Services, Inc. 401k Profit S, reported by Royal Truck And Trailer Sales An under EIN 38-2296769 and plan number 001. It reports 208 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)$11.2MReported net assets$11,229,752
Participants208
Provider compensation$10.7K3 Schedule C row(s)$10,703
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241118084234NAL0001160145001
Plan sponsor
Royal Truck And Trailer Sales An
EIN
38-2296769
Plan number
001
Location
Northville, MI
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)$11.2M total assets
Net assets$11.2MLiabilities$0
Money in vs. money out
Total income / additions$3.1M
Total expenses$1.6M
Benefits paid / distributions$1.6M
Contributions
Employer$444.5K
Participant$1.1M
Full reported line items
Total assets (EOY)
$11,229,752
Total liabilities (EOY)
$0
Net assets (EOY)
$11,229,752
Employer contributions
$444,498
Participant contributions
$1,052,399
Total income / additions
$3,078,413
Benefits paid
$1,553,279
Administrative expenses
$10,703
Total expenses
$1,565,192
Net increase / (decrease)
$1,513,221

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Adp, Inc.RECORD KEEPER$10,703$0
Adp Broker-DealerRECORD KEEPER$0$0
Gregory J Schwartz And Co IncADVISOR$0$0

Related Form 5500 pages