T&W Tire 401(K) Profit Sharing Plan — Form 5500 plan (T & W Tire 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, T&W Tire 401(K) Profit Sharing Plan is a benefit plan reported by T & W Tire Company under EIN 73-1290906 and plan number 001. The latest loaded filing year is 2023. The filing reports 492 participants and $23,039,422 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- T & W Tire Company
- EIN
- 73-1290906
- Plan number
- 001
- Plan type
- 2
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
- Participants
- 492
- End-of-year plan assets
- $23,039,422
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 492 | H, C | 20241224133133NAL0005424627001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,039,422
- Total liabilities (EOY)
- $4,116
- Net assets (EOY)
- $23,035,306
- Net assets (BOY)
- $20,668,716
Income & contributions
- Employer contributions
- $649,499
- Participant contributions
- $1,628,790
- Total contributions
- $2,352,906
- Total income / additions
- $5,466,415
Expenses & distributions
- Benefits paid
- $3,002,695
- Administrative expenses
- $93,014
- Total expenses
- $3,099,825
- Net increase / (decrease)
- $2,366,590
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $93,014 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $48,646 | 2023 |
| Employee Benefits Group, LLC | THIRD PARTY ADMINISTRATOR | $0 | $10,462 | 2023 |
| Morningstar Investment Mgmt | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for T & W Tire Company
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Oklahoma City, OK
- Principal Life Insurance Company — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Employee Benefits Group, LLC — Schedule C compensation
- Morningstar Investment Mgmt — Schedule C compensation