Triad Engineering, Inc. 401(K) Plan — Form 5500 plan (Triad Engineering, 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, Triad Engineering, Inc. 401(K) Plan is a benefit plan reported by Triad Engineering, Inc. under EIN 55-0592364 and plan number 001. The latest loaded filing year is 2023. The filing reports 265 participants and $12,303,262 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Triad Engineering, Inc.
EIN
55-0592364
Plan number
001
Plan type
2
Location
Scott Depot, WV
Latest filing year
2023
Participants
265
End-of-year plan assets
$12,303,262

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023265H, C20241010124112NAL0020085201001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,303,262
Total liabilities (EOY)
$0
Net assets (EOY)
$12,303,262
Net assets (BOY)
$10,853,539

Income & contributions

Employer contributions
$117,061
Participant contributions
$691,923
Total contributions
$1,182,380
Total income / additions
$3,256,337

Expenses & distributions

Benefits paid
$1,772,571
Administrative expenses
$21,476
Total expenses
$1,806,614
Net increase / (decrease)
$1,449,723

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward D Jones & Co LpINVESTMENT ADVISOR$21,476not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$0$02023

Related Form 5500 pages