2023 Form 5500 filing — Tractor & Equipment Co. 401(K) Pl.
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 20241015123229NAL0028432481001) for Tractor & Equipment Co. 401(K) Pl., reported by Tractor & Equipment Company under EIN 63-0211767 and plan number 002. It reports 953 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123229NAL0028432481001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tractor & Equipment Company
- EIN
- 63-0211767
- Plan number
- 002
- Location
- Birmingham, AL
- Participants
- 953
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $76,998,851
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,998,851
- Employer contributions
- $1,516,717
- Participant contributions
- $3,174,945
- Total income / additions
- $15,115,982
- Benefits paid
- $5,407,413
- Administrative expenses
- $181,672
- Total expenses
- $5,589,085
- Net increase / (decrease)
- $9,526,897
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $116,726 | $0 |
| Regions Bank Dba Regions Trust | NONE | $69,786 | not reported in the loaded dataset |