Total Rental Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Total Rental 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, Total Rental Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Total Rental Inc. under EIN 23-1980255 and plan number 001. The latest loaded filing year is 2023. The filing reports 194 participants and $5,879,349 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Total Rental Inc.
EIN
23-1980255
Plan number
001
Plan type
2
Location
Phoenixville, PA
Latest filing year
2023
Participants
194
End-of-year plan assets
$5,879,349

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023194H, C20241015063745NAL0014164067001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,879,349
Total liabilities (EOY)
$0
Net assets (EOY)
$5,879,349
Net assets (BOY)
$4,882,562

Income & contributions

Employer contributions
$167,579
Participant contributions
$277,877
Total contributions
$445,456
Total income / additions
$1,145,926

Expenses & distributions

Benefits paid
$111,039
Administrative expenses
$31,998
Total expenses
$149,139
Net increase / (decrease)
$996,787

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$16,084$02023
Royal Alliance Associates, Inc.INVESTMENT/FINANCIAL ADVI$15,913$02023

Related Form 5500 pages