Buddy Moore Trucking, Inc. 401(K) Plan — Form 5500 plan (Buddy Moore 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, Buddy Moore Trucking, Inc. 401(K) Plan is a benefit plan reported by Buddy Moore Trucking, Inc. under EIN 63-1238482 and plan number 001. The latest loaded filing year is 2023. The filing reports 316 participants and $5,984,867 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Buddy Moore Trucking, Inc.
EIN
63-1238482
Plan number
001
Plan type
2
Location
Birmingham, AL
Latest filing year
2023
Participants
316
End-of-year plan assets
$5,984,867

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023316H, C20241230142640NAL0016228049001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,984,867
Total liabilities (EOY)
$0
Net assets (EOY)
$5,984,867
Net assets (BOY)
$5,462,150

Income & contributions

Employer contributions
$299,356
Participant contributions
$556,160
Total contributions
$855,516
Total income / additions
$1,598,871

Expenses & distributions

Benefits paid
$1,050,001
Administrative expenses
$26,153
Total expenses
$1,076,154
Net increase / (decrease)
$522,717

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Renasant BankNONE$31,784not reported in the loaded dataset2023
Epic Retirement Plan ServicesNONE$5,651$02023

Related Form 5500 pages