Huntwood Industries 401(K) Plan — Form 5500 plan (T.R.A. Industries, Inc. Dba Huntwood Industries)
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, Huntwood Industries 401(K) Plan is a benefit plan reported by T.R.A. Industries, Inc. Dba Huntwood Industries under EIN 91-1407983 and plan number 001. The latest loaded filing year is 2023. The filing reports 587 participants and $3,928,146 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- T.R.A. Industries, Inc. Dba Huntwood Industries
- EIN
- 91-1407983
- Plan number
- 001
- Plan type
- 2
- Location
- Liberty Lake, WA
- Latest filing year
- 2023
- Participants
- 587
- End-of-year plan assets
- $3,928,146
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 587 | H, C | 20240909110710NAL0007645600001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,928,146
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,928,146
- Net assets (BOY)
- $3,006,600
Income & contributions
- Employer contributions
- $246,806
- Participant contributions
- $750,953
- Total contributions
- $1,029,751
- Total income / additions
- $1,479,319
Expenses & distributions
- Benefits paid
- $513,170
- Administrative expenses
- $42,289
- Total expenses
- $557,773
- Net increase / (decrease)
- $921,546
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Professional Benefit Services | TPA FEES | $15,237 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $14,509 | $0 | 2023 |
| Wells Fargo Advisors | SERVICE PROVIDER | $12,543 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for T.R.A. Industries, Inc. Dba Huntwood Industries
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Liberty Lake, WA
- Professional Benefit Services — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation