Truck-Lite Co., LLC Thrift Plan — Form 5500 plan (Truck-Lite Co., 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, Truck-Lite Co., LLC Thrift Plan is a benefit plan reported by Truck-Lite Co., LLC under EIN 27-4034515 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,018 participants and $60,931,886 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Truck-Lite Co., LLC
EIN
27-4034515
Plan number
001
Plan type
2
Location
Erie, PA
Latest filing year
2023
Participants
1,018
End-of-year plan assets
$60,931,886

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,018H, C20241004153100NAL0020678448001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$60,931,886
Total liabilities (EOY)
$0
Net assets (EOY)
$60,931,886
Net assets (BOY)
$52,508,626

Income & contributions

Employer contributions
$1,529,532
Participant contributions
$3,456,403
Total contributions
$5,742,991
Total income / additions
$14,801,075

Expenses & distributions

Benefits paid
$6,243,488
Administrative expenses
$134,335
Total expenses
$6,377,815
Net increase / (decrease)
$8,423,260

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$104,399$02023
Mma Securities LLCINVESTMENT ADVISORY$38,036$192023

Related Form 5500 pages