Tri County Equipment 401(K) Plan — Form 5500 plan (Tri County Equipment)
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 County Equipment 401(K) Plan is a benefit plan reported by Tri County Equipment under EIN 38-2795820 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $10,105,755 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$10.1MPlan net assets, end of year$10,105,447
Participants153Covered participants reported
Assets / participant$66.1KComputed: assets ÷ participants$66,051 (computed)
Provider compensation$1.1K1 Schedule C provider row(s)$1,050
- Plan sponsor
- Tri County Equipment
- EIN
- 38-2795820
- Plan number
- 001
- Plan type
- 3
- Location
- Sandusky, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 153 | H, C | 20240731132628NAL0022296433001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$10.1M total assets
Net assets$10.1MLiabilities$308
Full reported line items
Net assets
- Total assets (EOY)
- $10,105,755
- Total liabilities (EOY)
- $308
- Net assets (EOY)
- $10,105,447
- Net assets (BOY)
- $8,806,506
Income & contributions
- Employer contributions
- $202,756
- Participant contributions
- $439,527
- Total contributions
- $645,558
- Total income / additions
- $1,791,912
Expenses & distributions
- Benefits paid
- $465,420
- Administrative expenses
- $2,200
- Total expenses
- $492,971
- Net increase / (decrease)
- $1,298,941
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
32%68%
Employer 32%Participant 68%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | RECORDKEEPER | $1,050 | not reported in the loaded dataset | 2023 |