Plan5500

Soldier 401(K) Plan — Form 5500 plan (Soldier Trucking 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, Soldier 401(K) Plan is a benefit plan reported by Soldier Trucking LLC under EIN 26-4393880 and plan number 001. The latest loaded filing year is 2023. The filing reports 967 participants and $540,477 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Soldier Trucking LLC
EIN
26-4393880
Plan number
001
Plan type
2
Location
Menomonie, WI
Latest filing year
2023
Participants
967
End-of-year plan assets
$540,477

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023967H, C20241009080017NAL0030712976001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$540,477
Total liabilities (EOY)
$0
Net assets (EOY)
$540,477
Net assets (BOY)
$398,485

Income & contributions

Employer contributions
$12,775
Participant contributions
$130,838
Total contributions
$185,691
Total income / additions
$270,505

Expenses & distributions

Benefits paid
$109,113
Administrative expenses
$19,400
Total expenses
$128,513
Net increase / (decrease)
$141,992

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Financial, N.A.RECORDKEEPER$19,400not reported in the loaded dataset2023

Related Form 5500 pages