Tri-Eagle Sales 401(K) Profit Sharing Plan — Form 5500 plan (Busch-Transou, L.C.)

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-Eagle Sales 401(K) Profit Sharing Plan is a benefit plan reported by Busch-Transou, L.C. under EIN 59-3387646 and plan number 001. The latest loaded filing year is 2023. The filing reports 307 participants and $8,016,906 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Busch-Transou, L.C.
EIN
59-3387646
Plan number
001
Plan type
2
Location
Ocala, FL
Latest filing year
2023
Participants
307
End-of-year plan assets
$8,016,906

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023307H, C20240923102424NAL0004098707001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,016,906
Total liabilities (EOY)
$0
Net assets (EOY)
$8,016,906
Net assets (BOY)
$6,201,482

Income & contributions

Employer contributions
$113,374
Participant contributions
$635,059
Total contributions
$1,563,523
Total income / additions
$2,592,952

Expenses & distributions

Benefits paid
$757,730
Administrative expenses
$43,415
Total expenses
$801,145
Net increase / (decrease)
$1,791,807

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCNONE$24,933$5922023
Morgan Stanley GlobalNONE$16,607not reported in the loaded dataset2023
Usi Advisors IncNONE$1,875not reported in the loaded dataset2023

Related Form 5500 pages