Brown Truck Leasing Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Brown Truck Leasing Corporation)
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, Brown Truck Leasing Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Brown Truck Leasing Corporation under EIN 42-0636827 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $6,796,399 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brown Truck Leasing Corporation
- EIN
- 42-0636827
- Plan number
- 001
- Plan type
- 2
- Location
- Urbandale, IA
- Latest filing year
- 2023
- Participants
- 239
- End-of-year plan assets
- $6,796,399
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 239 | H, C | 20250514152926NAL0014229715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,796,399
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,796,399
- Net assets (BOY)
- $6,043,948
Income & contributions
- Employer contributions
- $83,145
- Participant contributions
- $466,498
- Total contributions
- $549,643
- Total income / additions
- $1,502,188
Expenses & distributions
- Benefits paid
- $715,823
- Administrative expenses
- $21,902
- Total expenses
- $749,737
- Net increase / (decrease)
- $752,451
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Osaic Wealth Inc | ADVISOR | $15,523 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $6,379 | $0 | 2023 |