Tri-State Electric 401(K) Plan — Form 5500 plan (Tri-State Electric, 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, Tri-State Electric 401(K) Plan is a benefit plan reported by Tri-State Electric, Ltd under EIN 74-3022814 and plan number 002. The latest loaded filing year is 2023. The filing reports 145 participants and $6,558,333 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tri-State Electric, Ltd
EIN
74-3022814
Plan number
002
Plan type
2
Location
Vinton, TX
Latest filing year
2023
Participants
145
End-of-year plan assets
$6,558,333

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023145H, C20240730130611NAL0020040657001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,558,333
Total liabilities (EOY)
$0
Net assets (EOY)
$6,558,333
Net assets (BOY)
$5,720,243

Income & contributions

Employer contributions
$164,504
Participant contributions
$271,934
Total contributions
$436,438
Total income / additions
$1,192,445

Expenses & distributions

Benefits paid
$288,475
Administrative expenses
$35,564
Total expenses
$354,355
Net increase / (decrease)
$838,090

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
M Holdings SecuritiesSERVICE PROVIDER$0$30,1022023

Related Form 5500 pages