Sodrel Truck Lines, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Sodrel Truck Lines, Inc.)
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, Sodrel Truck Lines, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Sodrel Truck Lines, Inc. under EIN 35-1098231 and plan number 002. The latest loaded filing year is 2023. The filing reports 618 participants and $16,451,484 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sodrel Truck Lines, Inc.
- EIN
- 35-1098231
- Plan number
- 002
- Plan type
- 2
- Location
- Jeffersonville, IN
- Latest filing year
- 2023
- Participants
- 618
- End-of-year plan assets
- $16,451,484
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 618 | H, C | 20240923135041NAL0004162803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,451,484
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,451,484
- Net assets (BOY)
- $15,642,678
Income & contributions
- Employer contributions
- $350,146
- Participant contributions
- $855,160
- Total contributions
- $1,205,306
- Total income / additions
- $3,676,537
Expenses & distributions
- Benefits paid
- $2,851,270
- Administrative expenses
- $11,786
- Total expenses
- $2,867,731
- Net increase / (decrease)
- $808,806
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Investment Services LLC | ADVISOR | $0 | $30,738 | 2023 |
| Assuredpartners Capital Inc | INVESTMENT ADVISOR | $7,737 | $0 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $4,049 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sodrel Truck Lines, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Jeffersonville, IN
- Kestra Investment Services LLC — Schedule C compensation
- Assuredpartners Capital Inc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation