Tri-North Builders, Inc. Employee Stock Ownership Plan — Form 5500 plan (Tri-North Builders, 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-North Builders, Inc. Employee Stock Ownership Plan is a benefit plan reported by Tri-North Builders, Inc. under EIN 39-1381552 and plan number 001. The latest loaded filing year is 2023. The filing reports 85 participants and $14,276,424 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tri-North Builders, Inc.
- EIN
- 39-1381552
- Plan number
- 001
- Plan type
- 2
- Location
- Fitchburg, WI
- Latest filing year
- 2023
- Participants
- 85
- End-of-year plan assets
- $14,276,424
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 85 | I | 20241015084327NAL0027855633001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $14,276,424
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,276,424
- Net assets (BOY)
- $10,360,965
Income & contributions
- Employer contributions
- $1,383,347
- Participant contributions
- $0
- Total income / additions
- $4,235,589
Expenses & distributions
- Benefits paid
- $297,492
- Administrative expenses
- $0
- Total expenses
- $320,130
- Net increase / (decrease)
- $3,915,459
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.