Ken Graham Trucking, Inc. 401(K) Plan — Form 5500 plan (Ken Graham Trucking, 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, Ken Graham Trucking, Inc. 401(K) Plan is a benefit plan reported by Ken Graham Trucking, Inc. under EIN 38-2314349 and plan number 003. The latest loaded filing year is 2023. The filing reports 119 participants and $5,272,111 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ken Graham Trucking, Inc.
EIN
38-2314349
Plan number
003
Plan type
2
Location
Brimley, MI
Latest filing year
2023
Participants
119
End-of-year plan assets
$5,272,111

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023119H, C20241008142423NAL0017782433001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,272,111
Total liabilities (EOY)
$0
Net assets (EOY)
$5,272,111
Net assets (BOY)
$4,473,055

Income & contributions

Employer contributions
$146,978
Participant contributions
$307,858
Total contributions
$455,130
Total income / additions
$1,153,366

Expenses & distributions

Benefits paid
$339,281
Administrative expenses
$4,740
Total expenses
$354,310
Net increase / (decrease)
$799,056

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kerberrose Wealth ManagementSERVICE PROVIDER$0$11,8732023
Voya Retirement Insurance And AnnuiSERVICE PROVIDER$357$02023

Related Form 5500 pages