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, Sugar Transport Locals #431 And #439 Retirement Plan is a benefit plan reported by Cherokee Freight Lines Stockton, LLC under EIN 26-2533907 and plan number 002. The latest loaded filing year is 2023. The filing reports 195 participants and $8,567,016 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,567,016
- Total liabilities (EOY)
- $50
- Net assets (EOY)
- $8,566,966
- Net assets (BOY)
- $8,031,282
Income & contributions
- Employer contributions
- $565,968
- Participant contributions
- $205,702
- Total contributions
- $771,670
- Total income / additions
- $1,660,596
Expenses & distributions
- Benefits paid
- $1,091,095
- Administrative expenses
- $33,817
- Total expenses
- $1,124,912
- Net increase / (decrease)
- $535,684