Tri Dal Employee Stock Ownership Plan — Form 5500 plan (Tri Dal Excavation & Utilities, 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, Tri Dal Employee Stock Ownership Plan is a benefit plan reported by Tri Dal Excavation & Utilities, Inc. under EIN 75-2378301 and plan number 002. The latest loaded filing year is 2023. The filing reports 253 participants and $36,230,194 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tri Dal Excavation & Utilities, Inc.
- EIN
- 75-2378301
- Plan number
- 002
- Plan type
- 2
- Location
- Southlake, TX
- Latest filing year
- 2023
- Participants
- 253
- End-of-year plan assets
- $36,230,194
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 253 | H | 20241011153328NAL0037514992001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,230,194
- Total liabilities (EOY)
- $33,844,683
- Net assets (EOY)
- $2,385,511
- Net assets (BOY)
- -$16,931,894
Income & contributions
- Employer contributions
- $2,794,004
- Total contributions
- $2,794,004
- Total income / additions
- $20,444,022
Expenses & distributions
- Benefits paid
- $435,674
- Administrative expenses
- $0
- Total expenses
- $1,126,617
- Net increase / (decrease)
- $19,317,405
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.