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, The Tri-M Group, L.L.C. 401(K) Savings & Investment Plan is a benefit plan reported by The Tri-M Group, L.L.C. under EIN 04-3622615 and plan number 005. The latest loaded filing year is 2023. The filing reports 600 participants and $63,866,519 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,866,519
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,866,519
- Net assets (BOY)
- $54,388,640
Income & contributions
- Employer contributions
- $1,127,708
- Participant contributions
- $4,033,724
- Total contributions
- $5,416,840
- Total income / additions
- $14,431,389
Expenses & distributions
- Benefits paid
- $4,794,774
- Administrative expenses
- $158,736
- Total expenses
- $4,953,510
- Net increase / (decrease)
- $9,477,879