Edgerton Trucking Inc. Retirement Savings Plan — Form 5500 plan (Edgerton 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, Edgerton Trucking Inc. Retirement Savings Plan is a benefit plan reported by Edgerton Trucking Inc under EIN 39-1077753 and plan number 001. The latest loaded filing year is 2023. The filing reports 43 participants and $10,151,217 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Edgerton Trucking Inc
EIN
39-1077753
Plan number
001
Plan type
2
Location
Oak Creek, WI
Latest filing year
2023
Participants
43
End-of-year plan assets
$10,151,217

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202343I20240814151955NAL0025765586001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$10,151,217
Total liabilities (EOY)
$0
Net assets (EOY)
$10,151,217
Net assets (BOY)
$8,154,627

Income & contributions

Employer contributions
$187,696
Participant contributions
$519,209
Total income / additions
$2,524,482

Expenses & distributions

Benefits paid
$509,317
Administrative expenses
$18,575
Total expenses
$527,892
Net increase / (decrease)
$1,996,590

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages