Zimmerman Truck Lines 401(K) Plan — Form 5500 plan (Zimmerman Truck Lines, 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, Zimmerman Truck Lines 401(K) Plan is a benefit plan reported by Zimmerman Truck Lines, Inc. under EIN 95-3981146 and plan number 001. The latest loaded filing year is 2023. The filing reports 123 participants and $4,345,341 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Zimmerman Truck Lines, Inc.
EIN
95-3981146
Plan number
001
Plan type
2
Location
Mifflintown, PA
Latest filing year
2023
Participants
123
End-of-year plan assets
$4,345,341

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023123H, C20241010090355NAL0019843105001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,345,341
Total liabilities (EOY)
$0
Net assets (EOY)
$4,345,341
Net assets (BOY)
$3,752,807

Income & contributions

Employer contributions
$81,027
Participant contributions
$278,507
Total contributions
$359,534
Total income / additions
$863,979

Expenses & distributions

Benefits paid
$241,665
Administrative expenses
$26,975
Total expenses
$271,445
Net increase / (decrease)
$592,534

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pa Retirement Solutions IncCONTRACT ADMIN$6,689$1,8722023
Empower Annuity Insurance CompanyRECORDKEEPER$1,438$02023

Related Form 5500 pages