2023 Form 5500 filing — Tri-State Iron & Metal Co. 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 20241015165600NAL0050560912001) for Tri-State Iron & Metal Co. 401(K) Profit Sharing Plan, reported by Tri-State Iron & Metal Co. under EIN 71-0288491 and plan number 001. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015165600NAL0050560912001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tri-State Iron & Metal Co.
- EIN
- 71-0288491
- Plan number
- 001
- Location
- Texarkana, AR
- Participants
- 167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,335,234
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,335,234
- Employer contributions
- $30,073
- Participant contributions
- $160,089
- Total income / additions
- $536,598
- Benefits paid
- $1,858,339
- Administrative expenses
- $30,225
- Total expenses
- $1,888,564
- Net increase / (decrease)
- -$1,351,966
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $14,743 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $12,838 | $0 |
| Ares Retirement Plan Services LLC | CONTRACT ADMIN | $1,140 | $3,718 |
| Acuff & Associates Inc | CONTRACT ADMIN | $3,100 | not reported in the loaded dataset |