Plan Ledger DOL Form 5500 · updated monthly

Shelba D Johnson Trucking Inc401(k)

SHELBA D. JOHNSON TRUCKING, INC 401K PROFIT SHARING PLAN · THOMASVILLE, NC · plan year 2022

Reported admin expense ratio · 2022
0.21%

Shelba D Johnson Trucking Inc reported $8,890 in plan administrative expenses for 2022: 0.21% of average plan assets, below the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.21% to 0.82%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in North Carolina (1,640th of 2,005), and 1,909th of 2,677 in transportation & warehousing. In 2022, employees put in $5.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,189,295
Participants with balances127
Active participants0
Employer contributions$60,089
Employee contributions$319,636
Employer contribution per active participant—
Average account balance$25,113
Benefits paid to participants$1,351,160
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO, LLP
Plan history2
Yearassets · accounts · employer contribution
2023$50 · 1 accts
2022$3.2M · 127 accts · $60K emplr
Administrative expenses, itemized · 2022
Investment management$8,890
Total administrative$8,890
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$13,064 · 0.82%
2022$8,890 · 0.21%
Similar plansTransportation & Warehousing · North Carolina
Dillard-Lewis, Inc. NC$5.3M · 0.05%
Blue Max Trucking, Inc. NC$5.2M · 0.62%
Bonded Logistics, Inc. NC$5.2M · 0.05%
L.J. Rogers, Inc. NC$3.0M · 1.05%
Murrow's Transfer, Inc. NC$2.9M · 0.84%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 561492466 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.