Advantage Truck Group, LLC 401(K) Plan — Form 5500 plan (Tri State Truck Center, LLC)
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, Advantage Truck Group, LLC 401(K) Plan is a benefit plan reported by Tri State Truck Center, LLC under EIN 04-2840481 and plan number 001. The latest loaded filing year is 2023. The filing reports 396 participants and $28,738,505 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tri State Truck Center, LLC
- EIN
- 04-2840481
- Plan number
- 001
- Plan type
- 2
- Location
- Shrewsbury, MA
- Latest filing year
- 2023
- Participants
- 396
- End-of-year plan assets
- $28,738,505
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 396 | H, C | 20241015093534NAL0014323587003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,738,505
- Net assets (EOY)
- $28,738,505
- Net assets (BOY)
- $17,889,489
Income & contributions
- Employer contributions
- $948,240
- Participant contributions
- $1,525,548
- Total contributions
- $2,520,473
- Total income / additions
- $6,239,498
Expenses & distributions
- Benefits paid
- $2,268,930
- Administrative expenses
- $66,977
- Total expenses
- $2,335,907
- Net increase / (decrease)
- $3,903,591
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Group Retirement Plan Srv. | RECORDKEEPER | $27,108 | $0 | 2023 |
| Osaic Wealth, Inc | INVESTMENT ADVISOR | $25,837 | $0 | 2023 |
| Third Party Administrators, Inc. | TPA CONTRACT ADMIN | $10,888 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tri State Truck Center, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Shrewsbury, MA
- Capital Group Retirement Plan Srv. — Schedule C compensation
- Osaic Wealth, Inc — Schedule C compensation
- Third Party Administrators, Inc. — Schedule C compensation