Consolidated Trucking Services Retirement Plan — Form 5500 plan (Osterkamp 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, Consolidated Trucking Services Retirement Plan is a benefit plan reported by Osterkamp Trucking Inc. under EIN 95-2830369 and plan number 001. The latest loaded filing year is 2023. The filing reports 375 participants and $15,250,573 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Osterkamp Trucking Inc.
- EIN
- 95-2830369
- Plan number
- 001
- Plan type
- 2
- Location
- Pomona, CA
- Latest filing year
- 2023
- Participants
- 375
- End-of-year plan assets
- $15,250,573
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 375 | H, C | 20241008055206NAL0016220481001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,250,573
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,250,573
- Net assets (BOY)
- $12,974,871
Income & contributions
- Employer contributions
- $295,211
- Participant contributions
- $1,251,296
- Total contributions
- $1,556,157
- Total income / additions
- $3,610,572
Expenses & distributions
- Benefits paid
- $1,186,862
- Administrative expenses
- $90,744
- Total expenses
- $1,334,870
- Net increase / (decrease)
- $2,275,702
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $57,704 | $0 | 2023 |
| Wells Fargo | N/A | $33,039 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |