Tilley Group 401(K) Plan — Form 5500 plan (Tlley Trucking, LLC)

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, Tilley Group 401(K) Plan is a benefit plan reported by Tlley Trucking, LLC under EIN 73-1616738 and plan number 001. The latest loaded filing year is 2023. The filing reports 342 participants and $8,249,425 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tlley Trucking, LLC
EIN
73-1616738
Plan number
001
Plan type
2
Location
Duncan, OK
Latest filing year
2023
Participants
342
End-of-year plan assets
$8,249,425

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023342H, C20241008122936NAL0017533809001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,249,425
Total liabilities (EOY)
$0
Net assets (EOY)
$8,249,425
Net assets (BOY)
$6,430,513

Income & contributions

Employer contributions
$431,557
Participant contributions
$592,435
Total contributions
$1,023,992
Total income / additions
$2,182,627

Expenses & distributions

Benefits paid
$306,148
Administrative expenses
$52,219
Total expenses
$363,715
Net increase / (decrease)
$1,818,912

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$26,964$02023
Edward D Jones & Co LpINVESTMENT ADVISOR$24,886not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$369not reported in the loaded dataset2023

Related Form 5500 pages