Tri-Star Imports 401(K) Plan — Form 5500 plan (Tri-Star Imports, 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-Star Imports 401(K) Plan is a benefit plan reported by Tri-Star Imports, Inc. under EIN 43-1715337 and plan number 003. The latest loaded filing year is 2023. The filing reports 229 participants and $8,420,797 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tri-Star Imports, Inc.
EIN
43-1715337
Plan number
003
Plan type
2
Location
St. Louis, MO
Latest filing year
2023
Participants
229
End-of-year plan assets
$8,420,797

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023229H, C20241015140753NAL0014798707001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,420,797
Total liabilities (EOY)
$28,492
Net assets (EOY)
$8,392,305
Net assets (BOY)
$7,272,924

Income & contributions

Employer contributions
$212,816
Participant contributions
$501,943
Total contributions
$714,759
Total income / additions
$1,536,990

Expenses & distributions

Benefits paid
$355,124
Administrative expenses
$62,485
Total expenses
$417,609
Net increase / (decrease)
$1,119,381

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$53,835not reported in the loaded dataset2023
Lbmc, PcAUDITOR$24,285not reported in the loaded dataset2023
Erisa SpecialistTPA$12,068not reported in the loaded dataset2023
401k Safe 3(16), LLCSERVICE PROVIDER$9,978not reported in the loaded dataset2023

Related Form 5500 pages