2023 Form 5500 filing — Tri-Star Imports 401(K) 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 20241015140753NAL0014798707001) for Tri-Star Imports 401(K) Plan, reported by Tri-Star Imports, Inc. under EIN 43-1715337 and plan number 003. It reports 229 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015140753NAL0014798707001
Filing year
2023
Form type
2
Plan sponsor
Tri-Star Imports, Inc.
EIN
43-1715337
Plan number
003
Location
St. Louis, MO
Participants
229
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$8,420,797
Total liabilities (EOY)
$28,492
Net assets (EOY)
$8,392,305
Employer contributions
$212,816
Participant contributions
$501,943
Total income / additions
$1,536,990
Benefits paid
$355,124
Administrative expenses
$62,485
Total expenses
$417,609
Net increase / (decrease)
$1,119,381
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lincoln National CorporationSERVICE PROVIDER$53,835not reported in the loaded dataset
Lbmc, PcAUDITOR$24,285not reported in the loaded dataset
Erisa SpecialistTPA$12,068not reported in the loaded dataset
401k Safe 3(16), LLCSERVICE PROVIDER$9,978not reported in the loaded dataset

Related Form 5500 pages