Doug Bradley Trucking Inc Employee Profit Sharing Plan — Form 5500 plan (Doug Bradley Trucking 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, Doug Bradley Trucking Inc Employee Profit Sharing Plan is a benefit plan reported by Doug Bradley Trucking Inc under EIN 48-1096777 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $3,496,985 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Doug Bradley Trucking Inc
EIN
48-1096777
Plan number
001
Plan type
2
Location
Salina, KS
Latest filing year
2023
Participants
158
End-of-year plan assets
$3,496,985

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023158H, C20250206105250NAL0005571155001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,496,985
Net assets (EOY)
$3,496,985
Net assets (BOY)
$3,010,285

Income & contributions

Employer contributions
$243,724
Participant contributions
$88,971
Total contributions
$333,612
Total income / additions
$839,427

Expenses & distributions

Benefits paid
$323,821
Administrative expenses
$28,906
Total expenses
$352,727
Net increase / (decrease)
$486,700

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Brian Ring Dba Ring Auditing And AcAUDITOR$7,000not reported in the loaded dataset2023
Capital Group Retirement Plan ServiRECORDKEEPER$6,554$02023
Pinion, LLCTHIRD PARTY ADMINISTRATOR$6,253not reported in the loaded dataset2023
Cambridge Investment Research IncINVESTMENT ADVISOR$5,767not reported in the loaded dataset2023

Related Form 5500 pages