Hoffman Transportation 401(K) Plan — Form 5500 plan (Hoffman Transportation)
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, Hoffman Transportation 401(K) Plan is a benefit plan reported by Hoffman Transportation under EIN 36-3079839 and plan number 001. The latest loaded filing year is 2023. The filing reports 291 participants and $20,539,383 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hoffman Transportation
- EIN
- 36-3079839
- Plan number
- 001
- Plan type
- 2
- Location
- Channahon, IL
- Latest filing year
- 2023
- Participants
- 291
- End-of-year plan assets
- $20,539,383
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 291 | H, C | 20241015163622NAL0029126753001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,539,383
- Total liabilities (EOY)
- $2,347
- Net assets (EOY)
- $20,537,036
- Net assets (BOY)
- $17,075,678
Income & contributions
- Employer contributions
- $178,286
- Participant contributions
- $1,698,427
- Total contributions
- $2,029,114
- Total income / additions
- $4,517,096
Expenses & distributions
- Benefits paid
- $1,040,488
- Administrative expenses
- $15,250
- Total expenses
- $1,055,738
- Net increase / (decrease)
- $3,461,358
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial Corporation | INVESTMENT ADVISOR | $0 | $38,334 | 2023 |
| Howard Simon & Associates, Inc. | THIRD PARTY ADMINISTRATOR | $0 | $9,034 | 2023 |