2023 Form 5500 filing — Tri City Rentals 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 20241007101015NAL0015914513001) for Tri City Rentals 401(K) Plan, reported by Tri City Rentals LLC under EIN 14-1665596 and plan number 333. It reports 440 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007101015NAL0015914513001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Tri City Rentals LLC
- EIN
- 14-1665596
- Plan number
- 333
- Location
- Albany, NY
- Participants
- 440
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,673,434
- Net assets (EOY)
- $16,673,434
- Employer contributions
- $359,309
- Participant contributions
- $690,919
- Total income / additions
- $3,438,821
- Benefits paid
- $1,067,215
- Administrative expenses
- $4,500
- Total expenses
- $1,071,715
- Net increase / (decrease)
- $2,367,106
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Actuarial Pension Analysts, Inc | THIRD PARTY ADMINISTRATO | $2,250 | $7,642 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $2,250 | $5,839 |
| Morningstar | SERVICE PROVIDER | $0 | $5,839 |