2023 Form 5500 filing — Tractor & Equipment Company Employee Benefit 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 20241011095504NAL0021630353001) for Tractor & Equipment Company Employee Benefit Plan, reported by Tractor & Equipment Company under EIN 63-0211767 and plan number 501. It reports 475 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.7MReported net assets$5,653,947
Participants475
Provider compensation$522.4K2 Schedule C row(s)$522,418
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011095504NAL0021630353001
Plan sponsor
Tractor & Equipment Company
EIN
63-0211767
Plan number
501
Location
Birmingham, AL
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.3M total assets
Net assets$5.7MLiabilities$642K
Money in vs. money out
Total income / additions$9.7M
Total expenses$9M
Benefits paid / distributions$9M
Contributions
Employer$4.8M
Participant$4.1M
Full reported line items
Total assets (EOY)
$6,295,947
Total liabilities (EOY)
$642,000
Net assets (EOY)
$5,653,947
Employer contributions
$4,805,901
Participant contributions
$4,120,324
Total income / additions
$9,739,362
Benefits paid
$8,980,240
Total expenses
$8,980,240
Net increase / (decrease)
$759,122

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Blue Cross Blue Shield Of AlabamaNONE$452,218$66,650
CompsychNONE$3,550$0

Related Form 5500 pages