Severino Trucking Co. Inc. 401(K) Plan & Trust — Form 5500 plan (Severino Trucking Co., Inc.)
Plain-English plan 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, Severino Trucking Co. Inc. 401(K) Plan & Trust is a benefit plan reported by Severino Trucking Co., Inc. under EIN 02-0367181 and plan number 001. The latest loaded filing year is 2023. The filing reports 168 participants and $10,994,026 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$11MPlan net assets, end of year$10,994,026
Participants168Covered participants reported
Assets / participant$65.4KComputed: assets ÷ participants$65,441 (computed)
Provider compensation$42.6K2 Schedule C provider row(s)$42,554
- Plan sponsor
- Severino Trucking Co., Inc.
- EIN
- 02-0367181
- Plan number
- 001
- Plan type
- 2
- Location
- Candia, NH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 168 | H, C | 20240913084707NAL0019328930001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$11M total assets
Net assets$11MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $10,994,026
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,994,026
- Net assets (BOY)
- $8,792,709
Income & contributions
- Employer contributions
- $176,543
- Participant contributions
- $698,762
- Total contributions
- $875,305
- Total income / additions
- $2,499,831
Expenses & distributions
- Benefits paid
- $251,217
- Administrative expenses
- $42,554
- Total expenses
- $298,514
- Net increase / (decrease)
- $2,201,317
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln Investment Planning LLC | ADVISOR | $23,221 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $19,333 | $0 | 2023 |