Savings Plan Of Danny Herman Trucking Employees — Form 5500 plan (Danny Herman 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, Savings Plan Of Danny Herman Trucking Employees is a benefit plan reported by Danny Herman Trucking, Inc. under EIN 95-3030293 and plan number 001. The latest loaded filing year is 2023. The filing reports 746 participants and $16,631,917 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$16.6MPlan net assets, end of year$16,631,917
Participants746Covered participants reported
Assets / participant$22.3KComputed: assets ÷ participants$22,295 (computed)
Provider compensation$100.8K2 Schedule C provider row(s)$100,833
- Plan sponsor
- Danny Herman Trucking, Inc.
- EIN
- 95-3030293
- Plan number
- 001
- Plan type
- 2
- Location
- Mountain City, TN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 746 | H, C | 20241014172352NAL0054620994001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$16.6M total assets
Net assets$16.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $16,631,917
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,631,917
- Net assets (BOY)
- $13,097,684
Income & contributions
- Employer contributions
- $390,656
- Participant contributions
- $2,907,188
- Total contributions
- $3,304,690
- Total income / additions
- $5,362,967
Expenses & distributions
- Benefits paid
- $1,752,745
- Administrative expenses
- $76,792
- Total expenses
- $1,828,734
- Net increase / (decrease)
- $3,534,233
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $55,798 | not reported in the loaded dataset | 2023 |
| Shepherd Financial Investment Advis | NONE | $45,035 | not reported in the loaded dataset | 2023 |