Plan5500

The Dewitt Companies 401(K) Plan — Form 5500 plan (Approved Transportation And Warehousing,Ltd)

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, The Dewitt Companies 401(K) Plan is a benefit plan reported by Approved Transportation And Warehousing,Ltd under EIN 33-0265992 and plan number 002. The latest loaded filing year is 2023. The filing reports 396 participants and $4,071,062 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.1MPlan net assets, end of year$4,071,062
Participants396Covered participants reported
Assets / participant$10.3KComputed: assets ÷ participants$10,280 (computed)
Provider compensationNone reported2 Schedule C provider row(s)
Plan sponsor
Approved Transportation And Warehousing,Ltd
EIN
33-0265992
Plan number
002
Plan type
2
Location
San Diego, CA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    396 participants · 2Sch HSch C
    View filing →
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)$4.1M total assets
Net assets$4.1MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$550.3K
Benefits paid / distributions$497.3K
Contributions
Employer$412.2K
Participant$994.2K
Full reported line items

Net assets

Total assets (EOY)
$4,071,062
Total liabilities (EOY)
$0
Net assets (EOY)
$4,071,062
Net assets (BOY)
$2,471,221

Income & contributions

Employer contributions
$412,236
Participant contributions
$994,154
Total contributions
$1,478,015
Total income / additions
$2,150,095

Expenses & distributions

Benefits paid
$497,295
Administrative expenses
$37,301
Total expenses
$550,254
Net increase / (decrease)
$1,599,841
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 29%Participant 71%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income23%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$0
    CONTRACT ADMINISTRATOR · Direct $0 · Indirect $0
  2. 2
    Wilshire Associates Incorporated$0
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the The Dewitt Companies 401(K) Plan?
The Dewitt Companies 401(K) Plan is reported as sponsored by Approved Transportation And Warehousing,Ltd (EIN 33-0265992, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for The Dewitt Companies 401(K) Plan?
The latest Form 5500 filing year loaded for The Dewitt Companies 401(K) Plan is 2023.
How many participants does The Dewitt Companies 401(K) Plan report?
The Dewitt Companies 401(K) Plan reports 396 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for The Dewitt Companies 401(K) Plan?
The Dewitt Companies 401(K) Plan reports $4,071,062 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages