Tristar Glass, Inc. 401(K) Plan — Form 5500 plan (Tristar Glass, 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, Tristar Glass, Inc. 401(K) Plan is a benefit plan reported by Tristar Glass, Inc. under EIN 73-1494269 and plan number 001. The latest loaded filing year is 2023. The filing reports 197 participants and $8,161,214 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tristar Glass, Inc.
EIN
73-1494269
Plan number
001
Plan type
2
Location
Catoosa, OK
Latest filing year
2023
Participants
197
End-of-year plan assets
$8,161,214

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023197H, C20241008161950NAL0017969041001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,161,214
Total liabilities (EOY)
$0
Net assets (EOY)
$8,161,214
Net assets (BOY)
$6,566,051

Income & contributions

Employer contributions
$299,446
Participant contributions
$552,851
Total contributions
$852,297
Total income / additions
$1,979,853

Expenses & distributions

Benefits paid
$344,643
Administrative expenses
$40,047
Total expenses
$384,690
Net increase / (decrease)
$1,595,163

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mariner Wealth AdvisorsADVISOR$25,971not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$14,076$02023

Related Form 5500 pages