Plan5500

Handy Truck Line, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Handy Truck Line, 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, Handy Truck Line, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Handy Truck Line, Inc. under EIN 82-0262328 and plan number 001. The latest loaded filing year is 2023. The filing reports 280 participants and $5,865,889 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Handy Truck Line, Inc.
EIN
82-0262328
Plan number
001
Plan type
2
Location
Paul, ID
Latest filing year
2023
Participants
280
End-of-year plan assets
$5,865,889

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023280H, C20250415164049NAL0003629953001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,865,889
Total liabilities (EOY)
$0
Net assets (EOY)
$5,865,889
Net assets (BOY)
$4,972,287

Income & contributions

Employer contributions
$64,653
Participant contributions
$392,529
Total contributions
$511,632
Total income / additions
$1,343,869

Expenses & distributions

Benefits paid
$397,028
Administrative expenses
$53,239
Total expenses
$450,267
Net increase / (decrease)
$893,602

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Portside Wealth GroupINVESTMENT ADVISOR$21,474not reported in the loaded dataset2023
Townsquare Capital LLCINVESTMENT ADVISOR$1,899not reported in the loaded dataset2023

Related Form 5500 pages