Zip'S Truck Equipment, Inc. Retirement Savings Plan — Form 5500 plan (Zip'S Truck Equipment, 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, Zip'S Truck Equipment, Inc. Retirement Savings Plan is a benefit plan reported by Zip'S Truck Equipment, Inc. under EIN 42-1277278 and plan number 001. The latest loaded filing year is 2023. The filing reports 206 participants and $17,189,693 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Zip'S Truck Equipment, Inc.
EIN
42-1277278
Plan number
001
Plan type
2
Location
New Hampton, IA
Latest filing year
2023
Participants
206
End-of-year plan assets
$17,189,693

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023206H, C20240918140423NAL0002630531001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,189,693
Total liabilities (EOY)
$0
Net assets (EOY)
$17,189,693
Net assets (BOY)
$13,755,584

Income & contributions

Employer contributions
$354,265
Participant contributions
$1,296,275
Total contributions
$1,778,682
Total income / additions
$4,526,952

Expenses & distributions

Benefits paid
$1,052,782
Administrative expenses
$40,061
Total expenses
$1,092,843
Net increase / (decrease)
$3,434,109

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$40,060$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages