The Tri-State Truck Center, Inc. 401(K) Retirement Plan — Form 5500 plan (Tri-State Truck Center, 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, The Tri-State Truck Center, Inc. 401(K) Retirement Plan is a benefit plan reported by Tri-State Truck Center, Inc. under EIN 62-0722007 and plan number 002. The latest loaded filing year is 2023. The filing reports 363 participants and $32,016,335 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tri-State Truck Center, Inc.
EIN
62-0722007
Plan number
002
Plan type
2
Location
Memphis, TN
Latest filing year
2023
Participants
363
End-of-year plan assets
$32,016,335

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023363H, C20241009145713NAL0010748755001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,016,335
Total liabilities (EOY)
$0
Net assets (EOY)
$32,016,335
Net assets (BOY)
$31,364,188

Income & contributions

Employer contributions
$1,018,882
Participant contributions
$2,126,525
Total contributions
$3,296,362
Total income / additions
$6,857,448

Expenses & distributions

Benefits paid
$6,179,530
Administrative expenses
$20,800
Total expenses
$6,205,301
Net increase / (decrease)
$652,147

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$20,975$02023
Executive Insurance Agency IncBROKER/ADVISER$0$15,4332023

Related Form 5500 pages