Plan5500

Tri City Glass & Door, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Tri City Glass And Door, 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 Glass & Door, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Tri City Glass And Door, Inc. under EIN 39-1137605 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $7,812,757 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.8MPlan net assets, end of year$7,812,757
Participants173Covered participants reported
Assets / participant$45.2KComputed: assets ÷ participants$45,160 (computed)
Provider compensation$12.6K3 Schedule C provider row(s)$12,634
Plan sponsor
Tri City Glass And Door, Inc.
EIN
39-1137605
Plan number
001
Plan type
2
Location
Appleton, WI
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    173 participants · 2Sch HSch C
    View filing →
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)$7.8M total assets
Net assets$7.8MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$604.4K
Benefits paid / distributions$588.4K
Contributions
Employer$22.8K
Participant$169.1K
Full reported line items

Net assets

Total assets (EOY)
$7,812,757
Total liabilities (EOY)
$0
Net assets (EOY)
$7,812,757
Net assets (BOY)
$7,414,382

Income & contributions

Employer contributions
$22,757
Participant contributions
$169,095
Total contributions
$391,852
Total income / additions
$1,002,767

Expenses & distributions

Benefits paid
$588,434
Administrative expenses
$9,341
Total expenses
$604,392
Net increase / (decrease)
$398,375
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.

Contribution share (employer vs. participant)
Employer 12%Participant 88%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income59%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Co$7.6K
    CONTRACT ADMINSTRATTION · Direct $7.6K · Indirect $0
  2. 2
    Rbc Capital Markets LLC$5K
    INVESTMENT ADVISORY · Direct $0 · Indirect $5K
  3. 3
    Morningstar Investment Management$0
    INDIVIDUAL ADVICE PARTIC · Direct $0 · Indirect $0

Related Form 5500 pages