Tcr Industries, Inc. Employee Stock Ownership Plan — Form 5500 plan (Tcr Industries, 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, Tcr Industries, Inc. Employee Stock Ownership Plan is a benefit plan reported by Tcr Industries, Inc. under EIN 95-3386124 and plan number 002. The latest loaded filing year is 2023. The filing reports 44 participants and $9,643,692 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.9MPlan net assets, end of year$8,877,159
Participants44Covered participants reported
Assets / participant$219.2KComputed: assets ÷ participants$219,175 (computed)
Provider compensationNone reported
Plan sponsor
Tcr Industries, Inc.
EIN
95-3386124
Plan number
002
Plan type
2
Location
La Palma, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202344I20241010112357NAL0040562882001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$9.6M total assets
Net assets$8.9MLiabilities$766.5K
Money in vs. money out
Total income / additions$180.9K
Total expenses$766.5K
Benefits paid / distributions$766.5K
Contributions
Employer$375K
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$9,643,692
Total liabilities (EOY)
$766,533
Net assets (EOY)
$8,877,159
Net assets (BOY)
$9,462,776

Income & contributions

Employer contributions
$375,000
Participant contributions
$0
Total income / additions
$180,916

Expenses & distributions

Benefits paid
$766,533
Administrative expenses
$0
Total expenses
$766,533
Net increase / (decrease)
-$585,617
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 100%Participant 0%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income424%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages