Tribus Retirement Plan — Form 5500 plan (Tribus Aerospace Corp.)

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, Tribus Retirement Plan is a benefit plan reported by Tribus Aerospace Corp. under EIN 82-1717546 and plan number 001. The latest loaded filing year is 2023. The filing reports 365 participants and $14,631,238 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tribus Aerospace Corp.
EIN
82-1717546
Plan number
001
Plan type
2
Location
Grand Rapids, MI
Latest filing year
2023
Participants
365
End-of-year plan assets
$14,631,238

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023365H, C20240930052345NAL0005377617001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,631,238
Total liabilities (EOY)
$0
Net assets (EOY)
$14,631,238
Net assets (BOY)
$13,246,733

Income & contributions

Employer contributions
$391,061
Participant contributions
$1,174,271
Total contributions
$1,658,725
Total income / additions
$3,721,931

Expenses & distributions

Benefits paid
$2,247,780
Administrative expenses
$67,240
Total expenses
$2,337,426
Net increase / (decrease)
$1,384,505

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$39,398$02023
Faircourt Partners, LLCINVESTMENT/FINANCIAL ADVI$27,841$02023

Related Form 5500 pages