U.S. Trackworks, LLC Money Purchase Pension Plan — Form 5500 plan (U.S. Trackworks, 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, U.S. Trackworks, LLC Money Purchase Pension Plan is a benefit plan reported by U.S. Trackworks, LLC under EIN 20-0519179 and plan number 001. The latest loaded filing year is 2023. The filing reports 44 participants and $1,924,130 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.9MPlan net assets, end of year$1,924,130
Participants44Covered participants reported
Assets / participant$43.7KComputed: assets ÷ participants$43,730 (computed)
Provider compensationNone reported
Plan sponsor
U.S. Trackworks, LLC
EIN
20-0519179
Plan number
001
Plan type
2
Location
Wayland, MI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202344I20240710084006NAL0014635105001
Schedule I · 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)$1.9M total assets
Net assets$1.9MLiabilities$0
Money in vs. money out
Total income / additions$456.8K
Total expenses$209K
Benefits paid / distributions$195.5K
Contributions
Employer$219.3K
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$1,924,130
Total liabilities (EOY)
$0
Net assets (EOY)
$1,924,130
Net assets (BOY)
$1,676,304

Income & contributions

Employer contributions
$219,283
Participant contributions
$0
Total income / additions
$456,838

Expenses & distributions

Benefits paid
$195,540
Administrative expenses
$13,072
Total expenses
$209,012
Net increase / (decrease)
$247,826
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 100%Participant 0%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income43%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages