Team Industries, Inc. Retirement Savings Plan — Form 5500 plan (Team Industries, 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, Team Industries, Inc. Retirement Savings Plan is a benefit plan reported by Team Industries, Inc. under EIN 39-1590479 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $35,661,523 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Team Industries, Inc.
- EIN
- 39-1590479
- Plan number
- 001
- Plan type
- 2
- Location
- Kaukauna, WI
- Latest filing year
- 2023
- Participants
- 151
- End-of-year plan assets
- $35,661,523
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 151 | H, C | 20250624151254NAL0004285843001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,661,523
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,661,523
- Net assets (BOY)
- $29,269,329
Income & contributions
- Employer contributions
- $702,982
- Participant contributions
- $760,137
- Total contributions
- $1,471,256
- Total income / additions
- $8,511,467
Expenses & distributions
- Benefits paid
- $2,026,945
- Administrative expenses
- $87,093
- Total expenses
- $2,119,273
- Net increase / (decrease)
- $6,392,194
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $87,092 | $0 | 2023 |
| Principal Securities Inc | INVESTMENT ADVISORY | $0 | $46,839 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Team Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Kaukauna, WI
- Principal Life Insurance Company — Schedule C compensation
- Principal Securities Inc — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation