2023 Form 5500 filing — Tristar Glass, 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 20241008161950NAL0017969041001) for Tristar Glass, Inc. 401(K) Plan, reported by Tristar Glass, Inc. under EIN 73-1494269 and plan number 001. It reports 197 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008161950NAL0017969041001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tristar Glass, Inc.
- EIN
- 73-1494269
- Plan number
- 001
- Location
- Catoosa, OK
- Participants
- 197
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,161,214
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,161,214
- Employer contributions
- $299,446
- Participant contributions
- $552,851
- Total income / additions
- $1,979,853
- Benefits paid
- $344,643
- Administrative expenses
- $40,047
- Total expenses
- $384,690
- Net increase / (decrease)
- $1,595,163
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mariner Wealth Advisors | ADVISOR | $25,971 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $14,076 | $0 |