Asphalt And Fuel Transport LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Asphalt And Fuel Transport, 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, Asphalt And Fuel Transport LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Asphalt And Fuel Transport, LLC under EIN 20-2902296 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $11,185,280 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.2MPlan net assets, end of year$11,185,280
Participants159Covered participants reported
Assets / participant$70.3KComputed: assets ÷ participants$70,348 (computed)
Provider compensation$42.3K2 Schedule C provider row(s)$42,267
Plan sponsor
Asphalt And Fuel Transport, LLC
EIN
20-2902296
Plan number
001
Plan type
2
Location
Tulsa, OK
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023159H, C20241010085001NAL0019825841001
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)$11.2M total assets
Net assets$11.2MLiabilities$0
Money in vs. money out
Total income / additions$2.9M
Total expenses$283.6K
Benefits paid / distributions$239.1K
Contributions
Employer$464K
Participant$861.1K
Full reported line items

Net assets

Total assets (EOY)
$11,185,280
Total liabilities (EOY)
$0
Net assets (EOY)
$11,185,280
Net assets (BOY)
$8,686,190

Income & contributions

Employer contributions
$464,000
Participant contributions
$861,099
Total contributions
$1,325,099
Total income / additions
$2,867,994

Expenses & distributions

Benefits paid
$239,085
Administrative expenses
$44,418
Total expenses
$283,593
Net increase / (decrease)
$2,584,401
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 35%Participant 65%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income8%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Intrust Bank NaADVISOR$23,006not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$19,261$02023

Related Form 5500 pages