2023 Form 5500 filing — Thermo King West, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240717084532NAL0003759585001) for Thermo King West, Inc. 401(K) Plan, reported by Thermo King West, Inc. under EIN 86-0962146 and plan number 001. It reports 269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240717084532NAL0003759585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thermo King West, Inc.
- EIN
- 86-0962146
- Plan number
- 001
- Location
- Tolleson, AZ
- Participants
- 269
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,171,890
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,171,890
- Employer contributions
- $370,405
- Participant contributions
- $947,780
- Total income / additions
- $2,686,421
- Benefits paid
- $502,337
- Administrative expenses
- $54,016
- Total expenses
- $556,353
- Net increase / (decrease)
- $2,130,068
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Investment Services LLC | INVESTMENT ADVISOR | $29,986 | $0 |
| Cetera Retirement Plan Specialists | CONTRACT ADMIN | $16,299 | $0 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $7,731 | not reported in the loaded dataset |