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, Utility/Keystone Trailer Sales, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Utility/Keystone Trailer Sales, Inc under EIN 23-2063625 and plan number 002. The latest loaded filing year is 2023. The filing reports 161 participants and $11,868,944 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,868,944
- Total liabilities (EOY)
- $48,187
- Net assets (EOY)
- $11,820,757
- Net assets (BOY)
- $9,971,064
Income & contributions
- Employer contributions
- $279,734
- Participant contributions
- $949,691
- Total contributions
- $1,724,790
- Total income / additions
- $3,255,718
Expenses & distributions
- Benefits paid
- $1,330,473
- Administrative expenses
- $49,412
- Total expenses
- $1,406,025
- Net increase / (decrease)
- $1,849,693