Tractor & Equipment Co. 401(K) Pl. — Form 5500 plan (Tractor & Equipment Company)
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, Tractor & Equipment Co. 401(K) Pl. is a benefit plan reported by Tractor & Equipment Company under EIN 63-0211767 and plan number 002. The latest loaded filing year is 2023. The filing reports 953 participants and $76,998,851 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tractor & Equipment Company
- EIN
- 63-0211767
- Plan number
- 002
- Plan type
- 2
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 953
- End-of-year plan assets
- $76,998,851
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 953 | H, C | 20241015123229NAL0028432481001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,998,851
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,998,851
- Net assets (BOY)
- $67,471,954
Income & contributions
- Employer contributions
- $1,516,717
- Participant contributions
- $3,174,945
- Total contributions
- $4,991,487
- Total income / additions
- $15,115,982
Expenses & distributions
- Benefits paid
- $5,407,413
- Administrative expenses
- $181,672
- Total expenses
- $5,589,085
- Net increase / (decrease)
- $9,526,897
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $116,726 | $0 | 2023 |
| Regions Bank Dba Regions Trust | NONE | $69,786 | not reported in the loaded dataset | 2023 |