Sioux City Truck Sales Inc 401(K) Plan — Form 5500 plan (Sioux City Truck Sales)
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, Sioux City Truck Sales Inc 401(K) Plan is a benefit plan reported by Sioux City Truck Sales under EIN 42-0750928 and plan number 001. The latest loaded filing year is 2023. The filing reports 406 participants and $21,530,289 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sioux City Truck Sales
- EIN
- 42-0750928
- Plan number
- 001
- Plan type
- 2
- Location
- Sioux City, IA
- Latest filing year
- 2023
- Participants
- 406
- End-of-year plan assets
- $21,530,289
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 406 | H, C | 20241014164511NAL0027890257007 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,530,289
- Net assets (EOY)
- $21,530,289
- Net assets (BOY)
- $18,158,258
Income & contributions
- Employer contributions
- $404,401
- Participant contributions
- $1,396,498
- Total contributions
- $2,048,498
- Total income / additions
- $4,897,345
Expenses & distributions
- Benefits paid
- $1,456,904
- Administrative expenses
- $68,410
- Total expenses
- $1,525,314
- Net increase / (decrease)
- $3,372,031
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Security National Bank | TRUSTEE | $62,410 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $6,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co Inc | CUSTODIAN | $0 | $0 | 2023 |