Tri-Phase, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Tri-Phase, Inc. (EIN 94-2508138) is a plan sponsor located in San Jose, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
94-2508138
Location
San Jose, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$30,926,844
Total reported liabilities (EOY)
$6,949
Total reported net assets (EOY)
$30,919,895

Contributions & income

Employer contributions
$1,226,545
Participant contributions
$1,150,911
Total income / additions
$7,267,517

Expenses & distributions

Benefits paid / distributions
$1,993,345
Total expenses
$2,021,432
Net increase / (decrease)
$5,246,085

Coverage

Total reported participants
350
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Tri-Phase, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Vse 401(K) Profit Sharing Plan001216$30,926,8442023
Tri-Phase Health Plan501134not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Tri-Phase, Inc.
YearPlanParticipantsSchedulesFiling
2023Tri-Phase Health Plan13420240711061405NAL0025519840001
2023Vse 401(K) Profit Sharing Plan216H, C20250509093148NAL0009800451001

Related Form 5500 pages