Fresno Truck Center 401(K) Plan — Form 5500 plan (Fresno Truck Center)

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, Fresno Truck Center 401(K) Plan is a benefit plan reported by Fresno Truck Center under EIN 94-1450759 and plan number 002. The latest loaded filing year is 2023. The filing reports 711 participants and $22,971,417 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fresno Truck Center
EIN
94-1450759
Plan number
002
Plan type
2
Location
Fresno, CA
Latest filing year
2023
Participants
711
End-of-year plan assets
$22,971,417

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023711H, C20240913112442NAL0016131168001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,971,417
Total liabilities (EOY)
$11,314
Net assets (EOY)
$22,960,103
Net assets (BOY)
$18,215,043

Income & contributions

Participant contributions
$2,803,420
Total contributions
$2,878,441
Total income / additions
$6,029,633

Expenses & distributions

Benefits paid
$1,228,229
Administrative expenses
$20,514
Total expenses
$1,284,573
Net increase / (decrease)
$4,745,060

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services, Inc.INVESTMENT/FINANCIAL ADVI$13,262$02023
Adp, Inc.RECORD KEEPER$7,250$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages