2023 Form 5500 filing — Tri County Equipment 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 20240731132628NAL0022296433001) for Tri County Equipment 401(K) Plan, reported by Tri County Equipment under EIN 38-2795820 and plan number 001. It reports 153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$10.1MReported net assets$10,105,447
Participants153
Provider compensation$1.1K1 Schedule C row(s)$1,050
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240731132628NAL0022296433001
Plan sponsor
Tri County Equipment
EIN
38-2795820
Plan number
001
Location
Sandusky, MI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$10.1M total assets
Net assets$10.1MLiabilities$308
Money in vs. money out
Total income / additions$1.8M
Total expenses$493K
Benefits paid / distributions$465.4K
Contributions
Employer$202.8K
Participant$439.5K
Full reported line items
Total assets (EOY)
$10,105,755
Total liabilities (EOY)
$308
Net assets (EOY)
$10,105,447
Employer contributions
$202,756
Participant contributions
$439,527
Total income / additions
$1,791,912
Benefits paid
$465,420
Administrative expenses
$2,200
Total expenses
$492,971
Net increase / (decrease)
$1,298,941
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $1.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240731132628NAL0022296433001 cover?
It is the 2023 Form 5500 filing for Tri County Equipment 401(K) Plan, reported by Tri County Equipment (EIN 38-2795820).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages