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, Tristar Risk Management, Inc. 401(K) Plan is a benefit plan reported by Tristar Risk Management, Inc. under EIN 95-2791831 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,056 participants and $66,108,257 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $66,108,257
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,108,257
- Net assets (BOY)
- $56,551,313
Income & contributions
- Employer contributions
- $736,364
- Participant contributions
- $4,043,048
- Total contributions
- $5,887,057
- Total income / additions
- $16,821,024
Expenses & distributions
- Benefits paid
- $7,211,172
- Administrative expenses
- $52,908
- Total expenses
- $7,264,080
- Net increase / (decrease)
- $9,556,944