Plan5500

Tri Star Services, LLC 401(K) Plan — Form 5500 plan (Tri Star Services, LLC)

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 Services, LLC 401(K) Plan is a benefit plan reported by Tri Star Services, LLC under EIN 62-1828852 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,468 participants and $22,276,069 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$22.3MPlan net assets, end of year$22,276,069
Participants2.5KCovered participants reported2,468
Assets / participant$9KComputed: assets ÷ participants$9,026 (computed)
Provider compensation$153.5K3 Schedule C provider row(s)$153,532
Plan sponsor
Tri Star Services, LLC
EIN
62-1828852
Plan number
001
Plan type
2
Location
Nashville, TN
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    2,468 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$22.3M total assets
Net assets$22.3MLiabilities$0
Money in vs. money out
Total income / additions$6.9M
Total expenses$2.8M
Benefits paid / distributions$2.7M
Contributions
Employer$1.4M
Participant$2.2M
Full reported line items

Net assets

Total assets (EOY)
$22,276,069
Total liabilities (EOY)
$0
Net assets (EOY)
$22,276,069
Net assets (BOY)
$18,232,562

Income & contributions

Employer contributions
$1,417,896
Participant contributions
$2,155,091
Total contributions
$4,301,043
Total income / additions
$6,892,583

Expenses & distributions

Benefits paid
$2,695,602
Administrative expenses
$153,474
Total expenses
$2,849,076
Net increase / (decrease)
$4,043,507
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 40%Participant 60%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income39%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Transamerica Financial Life Ins Co$93.2K
    RECORDKEEPER · Direct $93.2K · Indirect $0
  2. 2
    Merrill Lynch Life Agency, Inc.$48.8K
    INVESTMENT ADVISORY - PL · Direct $48.8K
  3. 3
    Futureplan By Ascensus$11.5K
    RECORDKEEPER · Direct $11.4K · Indirect $58

Related Form 5500 pages