Original filing (PDF)20231012095139NAL0021039811001

AG TRUCKING, INC.

Name: AG TRUCKING, INC. — AG TRUCKING, INC. PROFIT SHARING & SAVINGS PLAN, Form 5500 (2022)
Creator: AG TRUCKING, INC.

Form 5500

FILING_RECEIVED

AG TRUCKING, INC. PROFIT SHARING & SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.0M

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

100

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

100

Plan health

n/a

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AG TRUCKING, INC..

Plan sponsor

Name

AG TRUCKING, INC.

EIN

35-1427196

Address

PO BOX 453 · 2430 LINCOLN WAY E · GOSHEN, IN · 465270453

Phone

(574) 642-3351

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-01-01

Filed

2023-10-12

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $0(0% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

			% of plan
RELIANCE ADVISORY TRUST PORTFOLIOS RELIANCE TRUST COMPANY · EIN 46-6634600 / PN 011	Common Collective Trust	$0	<0.1%

1–1 of 1

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