Allegiance Trucks 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Allegiance Trucks North America, LLC)

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, Allegiance Trucks 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Allegiance Trucks North America, LLC under EIN 85-4127130 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,014 participants and $34,377,730 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Allegiance Trucks North America, LLC
EIN
85-4127130
Plan number
002
Plan type
2
Location
Lewisville, TX
Latest filing year
2023
Participants
1,014
End-of-year plan assets
$34,377,730

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,014H, C20250403111316NAL0011419601001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,377,730
Total liabilities (EOY)
$0
Net assets (EOY)
$34,377,730
Net assets (BOY)
$14,985,676

Income & contributions

Employer contributions
$987,609
Participant contributions
$3,359,053
Total contributions
$5,484,447
Total income / additions
$8,810,098

Expenses & distributions

Benefits paid
$4,011,387
Administrative expenses
$107,909
Total expenses
$4,121,043
Net increase / (decrease)
$4,689,055

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$50,901$02023
Paychex, Inc.NONE$11,848not reported in the loaded dataset2023
Fiducient AdvisorsNONE$11,250not reported in the loaded dataset2023

Related Form 5500 pages