Royal Trucking Company 401(K) Plan — Form 5500 plan (Royal Trucking Company)
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, Royal Trucking Company 401(K) Plan is a benefit plan reported by Royal Trucking Company under EIN 64-0702126 and plan number 001. The latest loaded filing year is 2023. The filing reports 254 participants and $1,817,817 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Royal Trucking Company
- EIN
- 64-0702126
- Plan number
- 001
- Plan type
- 2
- Location
- West Point, MS
- Latest filing year
- 2023
- Participants
- 254
- End-of-year plan assets
- $1,817,817
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 254 | H, C | 20241014154506NAL0052981570002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,817,817
- Total liabilities (EOY)
- $3,981
- Net assets (EOY)
- $1,813,836
- Net assets (BOY)
- $1,580,104
Income & contributions
- Employer contributions
- $17,172
- Participant contributions
- $101,106
- Total contributions
- $118,278
- Total income / additions
- $332,296
Expenses & distributions
- Benefits paid
- $76,512
- Administrative expenses
- $22,052
- Total expenses
- $98,564
- Net increase / (decrease)
- $233,732
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oakwood Capital Management, LLC | INVESTMENT MANAGEMENT | $11,551 | not reported in the loaded dataset | 2023 |
| Renasant Bank | INVESTMENT MANAGEMENT | $7,701 | not reported in the loaded dataset | 2023 |