How many benefit plans does T. E. R. I., Inc. report on Form 5500?

T. E. R. I., Inc. (EIN 95-3532129) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for T. E. R. I., Inc.?

The Employer Identification Number (EIN) reported for T. E. R. I., Inc. is 95-3532129.

What is the latest Form 5500 filing year for T. E. R. I., Inc.?

The latest loaded Form 5500 filing year for T. E. R. I., Inc. is 2023.

T. E. R. I., Inc. — 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, T. E. R. I., Inc. (EIN 95-3532129) is a plan sponsor located in Oceanside, CA with 1 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: 95-3532129
Location: Oceanside, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $3,521,181
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $3,521,181

Contributions & income

Employer contributions: $34,993
Participant contributions: $458,337
Total income / additions: $950,296

Expenses & distributions

Benefits paid / distributions: $345,074
Total expenses: $351,051
Net increase / (decrease): $599,245

Coverage

Total reported participants: 946
Plans with financial statements: 1
Plans with provider compensation: 1

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.

Largest loaded plans by reported assets

T. E. R. I., Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
403(B) Thrift Plan Of T. E. R. I., Inc.	002	726	$3,521,181	2023
T.E.R.I., Inc Welfare Benefits Plan	501	220	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for T. E. R. I., Inc.
Year	Plan	Participants	Schedules	Filing
2023	T.E.R.I., Inc Welfare Benefits Plan	220	—	20250312120644NAL0010125779001
2023	403(B) Thrift Plan Of T. E. R. I., Inc.	726	H, C	20250415170327NAL0001588579001