Fleet Driver Service, Inc. 401(K) Plan — Form 5500 plan (Fleet Driver 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, Fleet Driver Service, Inc. 401(K) Plan is a benefit plan reported by Fleet Driver Service, Inc. under EIN 45-3685803 and plan number 333. The latest loaded filing year is 2023. The filing reports 283 participants and $683,591 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$683.6KPlan net assets, end of year$683,591
Participants283Covered participants reported
Assets / participant$2.4KComputed: assets ÷ participants$2,416 (computed)
Provider compensation$34.6K2 Schedule C provider row(s)$34,558
Plan sponsor
Fleet Driver Service, Inc.
EIN
45-3685803
Plan number
333
Plan type
3
Location
Russellville, AL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023283H, C20241015135659NAL0029869633001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$683.6K total assets
Net assets$683.6KLiabilities$0
Money in vs. money out
Total income / additions$481.8K
Total expenses$91.7K
Benefits paid / distributions$43.6K
Contributions
Employer$37.8K
Participant$347.2K
Full reported line items

Net assets

Total assets (EOY)
$683,591
Total liabilities (EOY)
$0
Net assets (EOY)
$683,591
Net assets (BOY)
$293,552

Income & contributions

Employer contributions
$37,820
Participant contributions
$347,229
Total contributions
$404,865
Total income / additions
$481,775

Expenses & distributions

Benefits paid
$43,581
Administrative expenses
$34,657
Total expenses
$91,736
Net increase / (decrease)
$390,039
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 10%Participant 90%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income9%Computed ratio
Provider comp. ÷ net assets5%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Erisa Services Of Alabama, LLCRECORDKEEPER$22,081$02023
Transamerica Financial Life Ins CoRECORDKEEPER$12,477$02023

Related Form 5500 pages