Plan5500

Tri Dal, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Tri Dal, LLC)

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, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Tri Dal, LLC under EIN 75-2588032 and plan number 001. The latest loaded filing year is 2023. The filing reports 223 participants and $7,591,436 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tri Dal, LLC
EIN
75-2588032
Plan number
001
Plan type
2
Location
Southlake, TX
Latest filing year
2023
Participants
223
End-of-year plan assets
$7,591,436

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023223H, C20241014170851NAL0015340739001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,591,436
Total liabilities (EOY)
$0
Net assets (EOY)
$7,591,436
Net assets (BOY)
$7,541,416

Income & contributions

Participant contributions
$342,636
Total contributions
$342,636
Total income / additions
$1,392,253

Expenses & distributions

Benefits paid
$1,248,105
Administrative expenses
$64,204
Total expenses
$1,342,233
Net increase / (decrease)
$50,020

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial, LLCINVESTMENTS$36,794not reported in the loaded dataset2023
NationwideINVESTMENTS$23,589not reported in the loaded dataset2023
National Benefit Services LLCTHIRD PARTY ADMINISTRATOR$3,822not reported in the loaded dataset2023

Related Form 5500 pages