Tricon Construction, Inc. 401k Salary Reduction Plan & Trust — Form 5500 plan (Tricon Construction, 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, Tricon Construction, Inc. 401k Salary Reduction Plan & Trust is a benefit plan reported by Tricon Construction, Inc. under EIN 52-1792191 and plan number 001. The latest loaded filing year is 2023. The filing reports 176 participants and $6,823,209 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tricon Construction, Inc.
- EIN
- 52-1792191
- Plan number
- 001
- Plan type
- 2
- Location
- Crofton, MD
- Latest filing year
- 2023
- Participants
- 176
- End-of-year plan assets
- $6,823,209
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 176 | H, C | 20241011134305NAL0012552259001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,823,209
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,823,209
- Net assets (BOY)
- $6,994,380
Income & contributions
- Employer contributions
- $83,928
- Participant contributions
- $335,709
- Total contributions
- $419,637
- Total income / additions
- $1,504,827
Expenses & distributions
- Benefits paid
- $1,600,357
- Administrative expenses
- $46,814
- Total expenses
- $1,675,998
- Net increase / (decrease)
- -$171,171
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | INVESTMENT COMPANY | $43,403 | $0 | 2023 |
| Steward Partners Investment Adv LLC | INVESTMENT ADVISORY | $0 | $27,753 | 2023 |
| Creative Retirement Systems, Inc. | TPA | $3,410 | $3,596 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tricon Construction, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Crofton, MD
- Principal Life Insurance Company — Schedule C compensation
- Steward Partners Investment Adv LLC — Schedule C compensation
- Creative Retirement Systems, Inc. — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation