Nuss Truck & Equipment 401(K) Plan — Form 5500 plan (Nuss Truck Group 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, Nuss Truck & Equipment 401(K) Plan is a benefit plan reported by Nuss Truck Group Inc. under EIN 41-1364452 and plan number 001. The latest loaded filing year is 2023. The filing reports 446 participants and $41,085,830 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nuss Truck Group Inc.
- EIN
- 41-1364452
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, MN
- Latest filing year
- 2023
- Participants
- 446
- End-of-year plan assets
- $41,085,830
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 446 | H, C | 20241014090300NAL0052870978001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,085,830
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,085,830
- Net assets (BOY)
- $34,125,847
Income & contributions
- Employer contributions
- $1,183,912
- Participant contributions
- $2,832,992
- Total contributions
- $4,277,136
- Total income / additions
- $9,997,323
Expenses & distributions
- Benefits paid
- $2,924,069
- Administrative expenses
- $113,271
- Total expenses
- $3,037,340
- Net increase / (decrease)
- $6,959,983
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $113,271 | $0 | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $0 | $45,732 | 2023 |