Trb Retirement Plan — Form 5500 plan (Triple R Brothers, Ltd)

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, Trb Retirement Plan is a benefit plan reported by Triple R Brothers, Ltd under EIN 74-1284890 and plan number 001. The latest loaded filing year is 2023. The filing reports 255 participants and $4,601,370 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Triple R Brothers, Ltd
EIN
74-1284890
Plan number
001
Plan type
2
Location
Nederland, TX
Latest filing year
2023
Participants
255
End-of-year plan assets
$4,601,370

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023255H, C20241009093324NAL0018096289003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,601,370
Net assets (EOY)
$4,601,370
Net assets (BOY)
$3,661,361

Income & contributions

Employer contributions
$292,206
Participant contributions
$464,958
Total contributions
$757,164
Total income / additions
$1,359,887

Expenses & distributions

Benefits paid
$397,161
Administrative expenses
$22,717
Total expenses
$419,878
Net increase / (decrease)
$940,009

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American United Life Insurance CoNONE$120$30,0182023
Edward D Jones And CoNONE$21,372$02023

Related Form 5500 pages