Tri-City Electrical Contractors, Inc. Retirement And Savings Plan — Form 5500 plan (Tri-City Electrical Contractors, Inc.)

Plain-English plan 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, Tri-City Electrical Contractors, Inc. Retirement And Savings Plan is a benefit plan reported by Tri-City Electrical Contractors, Inc. under EIN 02-0657423 and plan number 004. The latest loaded filing year is 2023. The filing reports 826 participants and $26,003,536 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tri-City Electrical Contractors, Inc.
EIN
02-0657423
Plan number
004
Plan type
2
Location
Altamonte Springs, FL
Latest filing year
2023
Participants
826
End-of-year plan assets
$26,003,536

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023826H, C20241105090612NAL0012492048001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,003,536
Total liabilities (EOY)
$0
Net assets (EOY)
$26,003,536
Net assets (BOY)
$22,438,881

Income & contributions

Employer contributions
$491,106
Participant contributions
$2,939,576
Total contributions
$3,620,297
Total income / additions
$7,285,764

Expenses & distributions

Benefits paid
$3,596,723
Administrative expenses
$123,219
Total expenses
$3,721,109
Net increase / (decrease)
$3,564,655

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$123,219$02023
Resources Investment AdvisorsINVESTMENT ADVISORY$0$35,0002023

Related Form 5500 pages