Arlo G. Lott Trucking, Inc. 401(K) Plan — Form 5500 plan (Arlo G. Lott Trucking, 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, Arlo G. Lott Trucking, Inc. 401(K) Plan is a benefit plan reported by Arlo G. Lott Trucking, Inc. under EIN 82-0410586 and plan number 002. The latest loaded filing year is 2023. The filing reports 168 participants and $3,177,207 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Arlo G. Lott Trucking, Inc.
- EIN
- 82-0410586
- Plan number
- 002
- Plan type
- 2
- Location
- Jerome, ID
- Latest filing year
- 2023
- Participants
- 168
- End-of-year plan assets
- $3,177,207
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 168 | H, C | 20241106091921NAL0019253890001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,177,207
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,177,207
- Net assets (BOY)
- $2,637,610
Income & contributions
- Employer contributions
- $147,310
- Participant contributions
- $437,205
- Total contributions
- $642,113
- Total income / additions
- $1,038,117
Expenses & distributions
- Benefits paid
- $464,362
- Administrative expenses
- $33,737
- Total expenses
- $498,520
- Net increase / (decrease)
- $539,597
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $14,877 | $0 | 2023 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $13,968 | not reported in the loaded dataset | 2023 |
| Dwc Erisa Consultants LLC | CONTRACT ADMIN | $3,400 | not reported in the loaded dataset | 2023 |
| Resources Investment Advisors | INVESTMENT MANAGEMENT | $1,119 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Arlo G. Lott Trucking, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in ID
- 401(k) and benefit plan filings in Jerome, ID
- Empower Annuity Insurance Company O — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Dwc Erisa Consultants LLC — Schedule C compensation
- Resources Investment Advisors — Schedule C compensation