Plan5500

Tractor & Equipment Company — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Tractor & Equipment Company (EIN 63-0211767) is a plan sponsor located in Birmingham, AL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
63-0211767
Location
Birmingham, AL
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$82.7MSummed across loaded plans$82,652,798
Total reported assets$83.3M$83,294,798
Total reported participants1.4K1,428
Total reported liabilities$642K$642,000

Reported net position

Reported assets = net assets + liabilities (summed)$83.3M total assets
Net assets$82.7MLiabilities$642K
Contributions & income
Employer contributions$6.3M
Participant contributions$7.3M
Total income / additions$24.9M
Expenses & distributions
Benefits paid / distributions$14.4M
Total expenses$14.6M
Net increase / (decrease)$10.3M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation2 / 2 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets92%Tractor & Equipment Co. 401(K) Pl.
Participants per plan714Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Tractor & Equipment Co. 401(K) Pl.$77M
    Plan #002 · 953 participants · 2023
  2. 2
    Tractor & Equipment Company Employee Benefit Plan$6.3M
    Plan #501 · 475 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Tractor & Equipment Company
YearPlanParticipantsSchedulesFiling
2023Tractor & Equipment Company Employee Benefit Plan475H, C20241011095504NAL0021630353001
2023Tractor & Equipment Co. 401(K) Pl.953H, C20241015123229NAL0028432481001

Related Form 5500 pages