Tri-State Iron & Metal Co. 401(K) Profit Sharing Plan — Form 5500 plan (Tri-State Iron & Metal Co.)
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-State Iron & Metal Co. 401(K) Profit Sharing Plan is a benefit plan reported by Tri-State Iron & Metal Co. under EIN 71-0288491 and plan number 001. The latest loaded filing year is 2023. The filing reports 167 participants and $2,335,234 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tri-State Iron & Metal Co.
- EIN
- 71-0288491
- Plan number
- 001
- Plan type
- 2
- Location
- Texarkana, AR
- Latest filing year
- 2023
- Participants
- 167
- End-of-year plan assets
- $2,335,234
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 167 | H, C | 20241015165600NAL0050560912001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,335,234
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,335,234
- Net assets (BOY)
- $3,687,200
Income & contributions
- Employer contributions
- $30,073
- Participant contributions
- $160,089
- Total contributions
- $190,162
- Total income / additions
- $536,598
Expenses & distributions
- Benefits paid
- $1,858,339
- Administrative expenses
- $30,225
- Total expenses
- $1,888,564
- Net increase / (decrease)
- -$1,351,966
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $14,743 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $12,838 | $0 | 2023 |
| Ares Retirement Plan Services LLC | CONTRACT ADMIN | $1,140 | $3,718 | 2023 |
| Acuff & Associates Inc | CONTRACT ADMIN | $3,100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tri-State Iron & Metal Co.
- 2023 Form 5500 filing
- Form 5500 filings in AR
- 401(k) and benefit plan filings in Texarkana, AR
- Global Retirement Partners LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Ares Retirement Plan Services LLC — Schedule C compensation
- Acuff & Associates Inc — Schedule C compensation