Garten Trucking Lc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Garten Trucking Lc)

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, Garten Trucking Lc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Garten Trucking Lc under EIN 27-3562112 and plan number 001. The latest loaded filing year is 2023. The filing reports 227 participants and $2,074,256 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.1MPlan net assets, end of year$2,074,256
Participants227Covered participants reported
Assets / participant$9.1KComputed: assets ÷ participants$9,138 (computed)
Provider compensationNone reported
Plan sponsor
Garten Trucking Lc
EIN
27-3562112
Plan number
001
Plan type
2
Location
Covington, VA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023227H20241015135337NAL0048232688001
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)$2.1M total assets
Net assets$2.1MLiabilities$0
Money in vs. money out
Total income / additions$635.4K
Total expenses$126.7K
Benefits paid / distributions$124.1K
Contributions
Employer$108.8K
Participant$259K
Full reported line items

Net assets

Total assets (EOY)
$2,074,256
Total liabilities (EOY)
$0
Net assets (EOY)
$2,074,256
Net assets (BOY)
$1,565,571

Income & contributions

Employer contributions
$108,848
Participant contributions
$258,960
Total contributions
$367,808
Total income / additions
$635,385

Expenses & distributions

Benefits paid
$124,081
Administrative expenses
$2,619
Total expenses
$126,700
Net increase / (decrease)
$508,685
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 30%Participant 70%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income20%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages