2023 Form 5500 filing — Tri-Gas & Oil Co., Inc. 401(K) Profit Sharing Plan And 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 20241014143659NAL0026428145001) for Tri-Gas & Oil Co., Inc. 401(K) Profit Sharing Plan And Trust, reported by Tri-Gas & Oil Co. Inc. under EIN 52-0784971 and plan number 002. It reports 348 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014143659NAL0026428145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tri-Gas & Oil Co. Inc.
- EIN
- 52-0784971
- Plan number
- 002
- Location
- Federalsburg, MD
- Participants
- 348
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,405,509
- Total liabilities (EOY)
- $85
- Net assets (EOY)
- $9,405,424
- Employer contributions
- $517,206
- Participant contributions
- $829,369
- Total income / additions
- $2,727,183
- Benefits paid
- $809,527
- Administrative expenses
- $32,373
- Total expenses
- $842,312
- Net increase / (decrease)
- $1,884,871
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $32,373 | $0 |
| American Funds | NONE | $0 | $0 |
| Prudential Funds | NONE | $0 | $0 |
| Dimensional Funds | NONE | $0 | $0 |
| Tiaa-Cref Funds | NONE | $0 | $0 |
| Vanguard Group Funds | NONE | $0 | $0 |
| Blackrock Funds | NONE | $0 | $0 |
| Janus Funds | NONE | $0 | $0 |
| Invesco Funds | NONE | $0 | $0 |
| Fidelity Funds | NONE | $0 | $0 |
| Pimco Funds | NONE | $0 | $0 |