Who sponsors the The Waggoners Trucking 401(K) Profit Sharing Plan?

The Waggoners Trucking 401(K) Profit Sharing Plan is reported as sponsored by The Waggoners Trucking (EIN 81-0290880, plan number 004) in public Form 5500 filings.

What is the most recent Form 5500 filing year for The Waggoners Trucking 401(K) Profit Sharing Plan?

The latest Form 5500 filing year loaded for The Waggoners Trucking 401(K) Profit Sharing Plan is 2023.

How many participants does The Waggoners Trucking 401(K) Profit Sharing Plan report?

The Waggoners Trucking 401(K) Profit Sharing Plan reports 180 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for The Waggoners Trucking 401(K) Profit Sharing Plan?

The Waggoners Trucking 401(K) Profit Sharing Plan reports $10,776,885 in end-of-year plan assets in its latest loaded Form 5500 filing.

The Waggoners Trucking 401(K) Profit Sharing Plan — Form 5500 plan (The Waggoners Trucking)

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 Waggoners Trucking 401(K) Profit Sharing Plan is a benefit plan reported by The Waggoners Trucking under EIN 81-0290880 and plan number 004. The latest loaded filing year is 2023. The filing reports 180 participants and $10,776,885 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.8MPlan net assets, end of year$10,776,885

Participants180Covered participants reported

Assets / participant$59.9KComputed: assets ÷ participants$59,872 (computed)

Provider compensation$8.6K1 Schedule C provider row(s)$8,580

Plan sponsor: The Waggoners Trucking
EIN: 81-0290880
Plan number: 004
Plan type: 2
Location: Billings, MT
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	180	H, C	20241002114010NAL0008725857001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$10.8M total assets

Net assets$10.8MLiabilities$0

Money in vs. money out

Total income / additions$2.3M

Total expenses$430.3K

Benefits paid / distributions$376K

Contributions

Employer$290.5K

Participant$611.2K

Full reported line items

Net assets

Total assets (EOY): $10,776,885
Total liabilities (EOY): $0
Net assets (EOY): $10,776,885
Net assets (BOY): $8,901,777

Income & contributions

Employer contributions: $290,457
Participant contributions: $611,243
Total contributions: $914,625
Total income / additions: $2,305,426

Expenses & distributions

Benefits paid: $376,036
Administrative expenses: $54,282
Total expenses: $430,318
Net increase / (decrease): $1,875,108

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

32%68%

Employer 32%Participant 68%

Total expenses ÷ net assets4%Computed ratio

Benefits paid ÷ total income16%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Cbiz Benefits And Insurance Serv	THIRD PARTY ADMINISTRATO	$0	$8,580	2023