2023 Form 5500 filing — Tri-State Electric 401(K) 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 20240730130611NAL0020040657001) for Tri-State Electric 401(K) Plan, reported by Tri-State Electric, Ltd under EIN 74-3022814 and plan number 002. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730130611NAL0020040657001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tri-State Electric, Ltd
- EIN
- 74-3022814
- Plan number
- 002
- Location
- Vinton, TX
- Participants
- 145
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,558,333
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,558,333
- Employer contributions
- $164,504
- Participant contributions
- $271,934
- Total income / additions
- $1,192,445
- Benefits paid
- $288,475
- Administrative expenses
- $35,564
- Total expenses
- $354,355
- Net increase / (decrease)
- $838,090
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| M Holdings Securities | SERVICE PROVIDER | $0 | $30,102 |