Omaha Truck Center, Inc. 401(K) Retirement Plan — Form 5500 plan (Omaha Truck Center, 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, Omaha Truck Center, Inc. 401(K) Retirement Plan is a benefit plan reported by Omaha Truck Center, Inc. under EIN 47-0566062 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,049 participants and $52,654,646 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Omaha Truck Center, Inc.
EIN
47-0566062
Plan number
001
Plan type
3
Location
Omaha, NE
Latest filing year
2023
Participants
1,049
End-of-year plan assets
$52,654,646

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,049H, C20241003094725NAL0020217714001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$52,654,646
Total liabilities (EOY)
$0
Net assets (EOY)
$52,654,646
Net assets (BOY)
$44,358,051

Income & contributions

Employer contributions
$1,121,577
Participant contributions
$4,266,440
Total contributions
$5,753,538
Total income / additions
$13,720,389

Expenses & distributions

Benefits paid
$5,130,453
Administrative expenses
$281,047
Total expenses
$5,423,794
Net increase / (decrease)
$8,296,595

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Feltz Wealth PlanRETAINED BY CLIENT$159,095not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPER$121,952$02023

Related Form 5500 pages