2023 Form 5500 filing — Tricon Construction, Inc. 401k Salary Reduction Plan & Trust
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 20241011134305NAL0012552259001) for Tricon Construction, Inc. 401k Salary Reduction Plan & Trust, reported by Tricon Construction, Inc. under EIN 52-1792191 and plan number 001. It reports 176 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011134305NAL0012552259001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tricon Construction, Inc.
- EIN
- 52-1792191
- Plan number
- 001
- Location
- Crofton, MD
- Participants
- 176
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,823,209
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,823,209
- Employer contributions
- $83,928
- Participant contributions
- $335,709
- Total income / additions
- $1,504,827
- Benefits paid
- $1,600,357
- Administrative expenses
- $46,814
- Total expenses
- $1,675,998
- Net increase / (decrease)
- -$171,171
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | INVESTMENT COMPANY | $43,403 | $0 |
| Steward Partners Investment Adv LLC | INVESTMENT ADVISORY | $0 | $27,753 |
| Creative Retirement Systems, Inc. | TPA | $3,410 | $3,596 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |