Tcrs 401(K) Plan — Form 5500 plan (Tri Cities Residential Services, 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, Tcrs 401(K) Plan is a benefit plan reported by Tri Cities Residential Services, Inc. under EIN 91-1046818 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $2,899,422 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tri Cities Residential Services, Inc.
- EIN
- 91-1046818
- Plan number
- 001
- Plan type
- 2
- Location
- Kennewick, WA
- Latest filing year
- 2023
- Participants
- 139
- End-of-year plan assets
- $2,899,422
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 139 | H, C | 20240909104508NAL0005383425001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,899,422
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,899,422
- Net assets (BOY)
- $2,210,118
Income & contributions
- Employer contributions
- $282,234
- Participant contributions
- $275,578
- Total contributions
- $557,812
- Total income / additions
- $911,655
Expenses & distributions
- Benefits paid
- $222,351
- Administrative expenses
- $0
- Total expenses
- $222,351
- Net increase / (decrease)
- $689,304
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $11,411 | $298 | 2023 |
| Epic Trust Investment Advisors LLC | ADVISORS | $10,346 | not reported in the loaded dataset | 2023 |
| Professional Benefit Services, Inc. | TPA | $3,220 | not reported in the loaded dataset | 2023 |
| Iron-Co-Fid-Index-Comprehensive | ADVISORS | $2,070 | not reported in the loaded dataset | 2023 |
| Nationwide Life Insurance Company | RECORDKEEPER | $517 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tri Cities Residential Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Kennewick, WA
- Nationwide — Schedule C compensation
- Epic Trust Investment Advisors LLC — Schedule C compensation
- Professional Benefit Services, Inc. — Schedule C compensation
- Iron-Co-Fid-Index-Comprehensive — Schedule C compensation
- Nationwide Life Insurance Company — Schedule C compensation