Thermo King West, Inc. 401(K) Plan — Form 5500 plan (Thermo King West, 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, Thermo King West, Inc. 401(K) Plan is a benefit plan reported by Thermo King West, Inc. under EIN 86-0962146 and plan number 001. The latest loaded filing year is 2023. The filing reports 269 participants and $9,171,890 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thermo King West, Inc.
- EIN
- 86-0962146
- Plan number
- 001
- Plan type
- 2
- Location
- Tolleson, AZ
- Latest filing year
- 2023
- Participants
- 269
- End-of-year plan assets
- $9,171,890
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 269 | H, C | 20240717084532NAL0003759585001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,171,890
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,171,890
- Net assets (BOY)
- $7,041,822
Income & contributions
- Employer contributions
- $370,405
- Participant contributions
- $947,780
- Total contributions
- $1,319,678
- Total income / additions
- $2,686,421
Expenses & distributions
- Benefits paid
- $502,337
- Administrative expenses
- $54,016
- Total expenses
- $556,353
- Net increase / (decrease)
- $2,130,068
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Investment Services LLC | INVESTMENT ADVISOR | $29,986 | $0 | 2023 |
| Cetera Retirement Plan Specialists | CONTRACT ADMIN | $16,299 | $0 | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $7,731 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Thermo King West, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Tolleson, AZ
- Cetera Investment Services LLC — Schedule C compensation
- Cetera Retirement Plan Specialists — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation