Plan5500

The Bruckner Truck Sales, Inc. Employee Stock Ownership Plan — Form 5500 plan (Bruckner Truck Sales, 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, The Bruckner Truck Sales, Inc. Employee Stock Ownership Plan is a benefit plan reported by Bruckner Truck Sales, Inc. under EIN 75-0972825 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,197 participants and $39,241,301 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bruckner Truck Sales, Inc.
EIN
75-0972825
Plan number
002
Plan type
2
Location
Amarillo, TX
Latest filing year
2023
Participants
1,197
End-of-year plan assets
$39,241,301

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,197H, C20250410090337NAL0021411649001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,241,301
Total liabilities (EOY)
$0
Net assets (EOY)
$39,241,301
Net assets (BOY)
$32,327,367

Income & contributions

Employer contributions
$4,857,982
Total contributions
$4,857,982
Total income / additions
$8,614,279

Expenses & distributions

Benefits paid
$1,624,189
Administrative expenses
$76,156
Total expenses
$1,700,345
Net increase / (decrease)
$6,913,934

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transition Finance StrategiesRECORDKEEPER$59,648not reported in the loaded dataset2023
Clifton Larson Allen, LlpAUDITOR$10,973not reported in the loaded dataset2023

Related Form 5500 pages