Pemberton Truck Lines 401(K) Plan — Form 5500 plan (Pemberton Truck Lines, 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, Pemberton Truck Lines 401(K) Plan is a benefit plan reported by Pemberton Truck Lines, Inc. under EIN 62-1194446 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $4,926,196 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4.9MPlan net assets, end of year$4,926,196
Participants163Covered participants reported
Assets / participant$30.2KComputed: assets ÷ participants$30,222 (computed)
Provider compensation$52.6K3 Schedule C provider row(s)$52,566
- Plan sponsor
- Pemberton Truck Lines, Inc.
- EIN
- 62-1194446
- Plan number
- 001
- Plan type
- 2
- Location
- Knoxville, TN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20241015182644NAL0049346176001 |
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)$4.9M total assets
Net assets$4.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $4,926,196
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,926,196
- Net assets (BOY)
- $4,505,781
Income & contributions
- Employer contributions
- $70,910
- Participant contributions
- $462,810
- Total contributions
- $533,720
- Total income / additions
- $1,130,681
Expenses & distributions
- Benefits paid
- $669,857
- Administrative expenses
- $37,099
- Total expenses
- $710,266
- Net increase / (decrease)
- $420,415
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Shepherd Financial Investment Advis | NONE | $20,468 | not reported in the loaded dataset | 2023 |
| Stancorp Financial Group | NONE | $20,098 | not reported in the loaded dataset | 2023 |
| Lmbc, Pc | NONE | $12,000 | not reported in the loaded dataset | 2023 |