2023 Form 5500 filing — Terry'S Electric 401(K) Savings 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 20240726134639NAL0015539345001) for Terry'S Electric 401(K) Savings Plan, reported by Terry'S Electric, Inc. under EIN 59-2126995 and plan number 001. It reports 340 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726134639NAL0015539345001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Terry'S Electric, Inc.
- EIN
- 59-2126995
- Plan number
- 001
- Location
- Kissimmee, FL
- Participants
- 340
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,131,489
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,131,489
- Employer contributions
- $124,837
- Participant contributions
- $597,800
- Total income / additions
- $2,246,486
- Benefits paid
- $473,453
- Administrative expenses
- $62,333
- Total expenses
- $553,980
- Net increase / (decrease)
- $1,692,506
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | RECORD KEEPER | $62,333 | $0 |
| Jp Morgan Funds | NONE | $0 | $0 |
| Fidelity | NONE | $0 | $0 |
| American Funds | NONE | $0 | $0 |
| Columbia Funds | NONE | $0 | $0 |
| Prudential Jennison | NONE | $0 | $0 |
| Federated Funds | NONE | $0 | $0 |
| Pimco Funds | NONE | $0 | $0 |
| Mfs Funds | NONE | $0 | $0 |
| Legg Mason | NONE | $0 | $0 |
| Invesco | NONE | $0 | $0 |