Crossroads Trailer Sales & Service, Inc. 401(K) Employee Savings & — Form 5500 plan (Crossroads Trailer Sales & Service, 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, Crossroads Trailer Sales & Service, Inc. 401(K) Employee Savings & is a benefit plan reported by Crossroads Trailer Sales & Service, Inc. under EIN 41-1551723 and plan number 001. The latest loaded filing year is 2023. The filing reports 155 participants and $10,440,659 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Crossroads Trailer Sales & Service, Inc.
- EIN
- 41-1551723
- Plan number
- 001
- Plan type
- 2
- Location
- Albert Lea, MN
- Latest filing year
- 2023
- Participants
- 155
- End-of-year plan assets
- $10,440,659
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 155 | H, C | 20250423104034NAL0003759107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,440,659
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,440,659
- Net assets (BOY)
- $8,546,905
Income & contributions
- Employer contributions
- $273,069
- Participant contributions
- $746,344
- Total contributions
- $1,030,999
- Total income / additions
- $2,525,407
Expenses & distributions
- Benefits paid
- $593,274
- Administrative expenses
- $38,379
- Total expenses
- $631,653
- Net increase / (decrease)
- $1,893,754
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $38,379 | $0 | 2023 |
| Murray Financial Group, LLC | INVESTMENT ADVISORY | $0 | $21,879 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Crossroads Trailer Sales & Service, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Albert Lea, MN
- Principal Life Insurance Company — Schedule C compensation
- Murray Financial Group, LLC — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation