Utility Trailer & Equipment Sales Nw, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Utility Trailer Sales Of Washington Co.)

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, Utility Trailer & Equipment Sales Nw, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Utility Trailer Sales Of Washington Co. under EIN 91-2153827 and plan number 001. The latest loaded filing year is 2023. The filing reports 168 participants and $2,363,377 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Utility Trailer Sales Of Washington Co.
EIN
91-2153827
Plan number
001
Plan type
2
Location
Auburn, WA
Latest filing year
2023
Participants
168
End-of-year plan assets
$2,363,377

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023168H, C20241014175712NAL0015387043001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,363,377
Total liabilities (EOY)
$10,743
Net assets (EOY)
$2,352,634
Net assets (BOY)
$2,155,217

Income & contributions

Participant contributions
$218,791
Total contributions
$218,791
Total income / additions
$492,694

Expenses & distributions

Benefits paid
$277,841
Administrative expenses
$17,436
Total expenses
$295,277
Net increase / (decrease)
$197,417

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American Northwest Advisory ServiceNONE$11,888not reported in the loaded dataset2023
American Northwest RpsNONE$3,629$02023
Benefit Trust CompanyNONE$1,920$02023

Related Form 5500 pages