2023 Form 5500 filing — Tri Dal, LLC 401(K) Profit Sharing 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 20241014170851NAL0015340739001) for Tri Dal, LLC 401(K) Profit Sharing Plan, reported by Tri Dal, LLC under EIN 75-2588032 and plan number 001. It reports 223 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014170851NAL0015340739001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tri Dal, LLC
- EIN
- 75-2588032
- Plan number
- 001
- Location
- Southlake, TX
- Participants
- 223
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,591,436
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,591,436
- Participant contributions
- $342,636
- Total income / additions
- $1,392,253
- Benefits paid
- $1,248,105
- Administrative expenses
- $64,204
- Total expenses
- $1,342,233
- Net increase / (decrease)
- $50,020
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial, LLC | INVESTMENTS | $36,794 | not reported in the loaded dataset |
| Nationwide | INVESTMENTS | $23,589 | not reported in the loaded dataset |
| National Benefit Services LLC | THIRD PARTY ADMINISTRATOR | $3,822 | not reported in the loaded dataset |