Warrior Tractor & Equipment Co., Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Warrior Tractor & Equipment Co., 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, Warrior Tractor & Equipment Co., Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Warrior Tractor & Equipment Co., Inc. under EIN 63-0588737 and plan number 001. The latest loaded filing year is 2023. The filing reports 230 participants and $27,496,971 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Warrior Tractor & Equipment Co., Inc.
- EIN
- 63-0588737
- Plan number
- 001
- Plan type
- 2
- Location
- Northport, AL
- Latest filing year
- 2023
- Participants
- 230
- End-of-year plan assets
- $27,496,971
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 230 | H, C | 20241011121232NAL0021822113001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,496,971
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,496,971
- Net assets (BOY)
- $23,990,790
Income & contributions
- Employer contributions
- $500,000
- Participant contributions
- $811,872
- Total contributions
- $1,311,872
- Total income / additions
- $4,546,960
Expenses & distributions
- Benefits paid
- $934,665
- Administrative expenses
- $96,882
- Total expenses
- $1,040,779
- Net increase / (decrease)
- $3,506,181
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Regions Bank | ADVISOR | $54,022 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $33,460 | $0 | 2023 |
| Jamison Money Farmer Pc | ACCOUNTANT/AUDITOR | $9,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Warrior Tractor & Equipment Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Northport, AL
- Regions Bank — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Jamison Money Farmer Pc — Schedule C compensation