Utility Trailer Sales Of S.E. Texas, Inc. 401(K) Plan — Form 5500 plan (Utility Trailer Sales S.E. Texas)
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, Utility Trailer Sales Of S.E. Texas, Inc. 401(K) Plan is a benefit plan reported by Utility Trailer Sales S.E. Texas under EIN 74-1664009 and plan number 001. The latest loaded filing year is 2023. The filing reports 380 participants and $18,760,455 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Utility Trailer Sales S.E. Texas
- EIN
- 74-1664009
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 380
- End-of-year plan assets
- $18,760,455
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 380 | H, C | 20240826051100NAL0016888976001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,760,455
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,760,455
- Net assets (BOY)
- $15,540,897
Income & contributions
- Employer contributions
- $146,528
- Participant contributions
- $1,663,909
- Total contributions
- $2,000,010
- Total income / additions
- $4,732,479
Expenses & distributions
- Benefits paid
- $1,485,972
- Administrative expenses
- $20,578
- Total expenses
- $1,512,921
- Net increase / (decrease)
- $3,219,558
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $2,294 | $46,718 | 2023 |
| Adp, Inc. | RECORD KEEPER | $18,326 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Mesirow Financial Investment Manage | INVESTMENT/FINANCIAL ADVI | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Utility Trailer Sales S.E. Texas
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation
- Mesirow Financial Investment Manage — Schedule C compensation