2023 Form 5500 filing — Handy Truck Line, Inc. 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 20250415164049NAL0003629953001) for Handy Truck Line, Inc. 401(K) Profit Sharing Plan, reported by Handy Truck Line, Inc. under EIN 82-0262328 and plan number 001. It reports 280 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415164049NAL0003629953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Handy Truck Line, Inc.
- EIN
- 82-0262328
- Plan number
- 001
- Location
- Paul, ID
- Participants
- 280
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,865,889
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,865,889
- Employer contributions
- $64,653
- Participant contributions
- $392,529
- Total income / additions
- $1,343,869
- Benefits paid
- $397,028
- Administrative expenses
- $53,239
- Total expenses
- $450,267
- Net increase / (decrease)
- $893,602
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Portside Wealth Group | INVESTMENT ADVISOR | $21,474 | not reported in the loaded dataset |
| Townsquare Capital LLC | INVESTMENT ADVISOR | $1,899 | not reported in the loaded dataset |