Keep Truckin Retirement Trust — Form 5500 plan (Keep Truckin, 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, Keep Truckin Retirement Trust is a benefit plan reported by Keep Truckin, Inc. under EIN 46-2330361 and plan number 001. The latest loaded filing year is 2023. The filing reports 717 participants and $40,687,324 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Keep Truckin, Inc.
- EIN
- 46-2330361
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 717
- End-of-year plan assets
- $40,687,324
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 717 | H, C | 20241220112105NAL0009319488001 |
| 2023 | 278 | H, C | 20241223144747NAL0004989539001 |
| 2023 | 1,152 | H, C | 20250307165740NAL0020127344001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,613,810
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,613,810
- Net assets (BOY)
- $6,126,983
Income & contributions
- Employer contributions
- $738,411
- Participant contributions
- $3,928,016
- Total contributions
- $5,029,455
- Total income / additions
- $6,626,722
Expenses & distributions
- Benefits paid
- $2,076,518
- Administrative expenses
- $48,158
- Total expenses
- $2,139,895
- Net increase / (decrease)
- $4,486,827
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $145,210 | $0 | 2023 |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $74,421 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $28,461 | not reported in the loaded dataset | 2023 |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $24,698 | $0 | 2023 |
| Mma Securities LLC | INVESTMENT ADVISOR | $16,124 | not reported in the loaded dataset | 2023 |
| Mma Securities LLC | INVESTMENT ADVISOR | $11,285 | not reported in the loaded dataset | 2023 |
| Advised Assets Group, LLC | INVESTMENT MGMT | $7,261 | not reported in the loaded dataset | 2023 |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $1,050 | $0 | 2023 |
| Advised Assets Group | INVESTMENT MGMT | $944 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Keep Truckin, Inc.
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Pensionmark Financial Group LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Great-West Life & Annuity Insurance — Schedule C compensation
- Mma Securities LLC — Schedule C compensation
- Advised Assets Group, LLC — Schedule C compensation
- Advised Assets Group — Schedule C compensation