2023 Form 5500 filing — Tennessee Tractor, LLC Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730080111NAL0019705249001) for Tennessee Tractor, LLC Retirement Savings Plan, reported by Tennessee Tractor, LLC under EIN 62-1749417 and plan number 002. It reports 404 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730080111NAL0019705249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tennessee Tractor, LLC
- EIN
- 62-1749417
- Plan number
- 002
- Location
- Alamo, TN
- Participants
- 404
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,327,288
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,327,288
- Employer contributions
- $393,883
- Participant contributions
- $917,715
- Total income / additions
- $3,563,381
- Benefits paid
- $495,994
- Administrative expenses
- $63,157
- Total expenses
- $559,151
- Net increase / (decrease)
- $3,004,230
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| B. Riley Waelth Management Inc. | INVESTMENT ADVISOR | $38,619 | $0 |
| Burleigh Consulting Group, Inc. | CONTRACT ADMINISTRATOR | $19,421 | $0 |
| Capital Group Retirement Plan Svcs | RECORDKEEPER | $5,792 | $0 |