Tri City Glass & Door, Inc. Employee Stock Ownership Plan — Form 5500 plan (Tri City Glass & 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. Employee Stock Ownership Plan is a benefit plan reported by Tri City Glass & Door, Inc. under EIN 39-1137605 and plan number 002. The latest loaded filing year is 2023. The filing reports 130 participants and $9,068,326 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.3MPlan net assets, end of year$2,268,326
Participants130Covered participants reported
Assets / participant$69.8KComputed: assets ÷ participants$69,756 (computed)
Provider compensationNone reported
Plan sponsor
Tri City Glass & Door, Inc.
EIN
39-1137605
Plan number
002
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
    130 participants · 2Sch H
    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)$9.1M total assets
Net assets$2.3MLiabilities$6.8M
Money in vs. money out
Total income / additions-$4.7M
Total expenses$0
Benefits paid / distributions$0
Full reported line items

Net assets

Total assets (EOY)
$9,068,326
Total liabilities (EOY)
$6,800,000
Net assets (EOY)
$2,268,326
Net assets (BOY)
$6,982,815

Income & contributions

Total contributions
$0
Total income / additions
-$4,714,489

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
-$4,714,489
Schedule C

Service provider compensation

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

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages