2023 Form 5500 filing — Thermo King Fresno, Inc. 401(K) Retirement 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 20241014180335NAL0045590752001) for Thermo King Fresno, Inc. 401(K) Retirement Plan, reported by Thermo King Fresno, Inc. under EIN 77-0015018 and plan number 001. It reports 192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014180335NAL0045590752001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thermo King Fresno, Inc.
- EIN
- 77-0015018
- Plan number
- 001
- Location
- Fresno, CA
- Participants
- 192
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,902,505
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,902,505
- Employer contributions
- $117,507
- Participant contributions
- $688,017
- Total income / additions
- $2,223,529
- Benefits paid
- $298,131
- Administrative expenses
- $3,997
- Total expenses
- $312,725
- Net increase / (decrease)
- $1,910,804
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| S B H U Life Agency Inc | OTHER SERVICES | $0 | $27,878 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $3,996 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |