Tri Star Engineering Inc. 401k Profit Sharing Plan — Form 5500 plan (Tri Star Engineering 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 Star Engineering Inc. 401k Profit Sharing Plan is a benefit plan reported by Tri Star Engineering Inc. under EIN 35-1948899 and plan number 001. The latest loaded filing year is 2023. The filing reports 355 participants and $16,249,298 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tri Star Engineering Inc.
- EIN
- 35-1948899
- Plan number
- 001
- Plan type
- 2
- Location
- Bloomington, IN
- Latest filing year
- 2023
- Participants
- 355
- End-of-year plan assets
- $16,249,298
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 355 | H, C | 20241011132648NAL0010964627001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,249,298
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,249,298
- Net assets (BOY)
- $12,546,296
Income & contributions
- Employer contributions
- $561,981
- Participant contributions
- $1,127,307
- Total contributions
- $2,024,818
- Total income / additions
- $4,751,677
Expenses & distributions
- Benefits paid
- $1,045,928
- Administrative expenses
- $2,747
- Total expenses
- $1,048,675
- Net increase / (decrease)
- $3,703,002
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $4,172 | $65,492 | 2023 |