2023 Form 5500 filing — Tcrs 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 20240909104508NAL0005383425001) for Tcrs 401(K) Plan, reported by Tri Cities Residential Services, Inc. under EIN 91-1046818 and plan number 001. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909104508NAL0005383425001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tri Cities Residential Services, Inc.
- EIN
- 91-1046818
- Plan number
- 001
- Location
- Kennewick, WA
- Participants
- 139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,899,422
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,899,422
- Employer contributions
- $282,234
- Participant contributions
- $275,578
- Total income / additions
- $911,655
- Benefits paid
- $222,351
- Administrative expenses
- $0
- Total expenses
- $222,351
- Net increase / (decrease)
- $689,304
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $11,411 | $298 |
| Epic Trust Investment Advisors LLC | ADVISORS | $10,346 | not reported in the loaded dataset |
| Professional Benefit Services, Inc. | TPA | $3,220 | not reported in the loaded dataset |
| Iron-Co-Fid-Index-Comprehensive | ADVISORS | $2,070 | not reported in the loaded dataset |
| Nationwide Life Insurance Company | RECORDKEEPER | $517 | not reported in the loaded dataset |