2023 Form 5500 filing — The Tri-State Truck Center, Inc. 401(K) Retirement 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 20241009145713NAL0010748755001) for The Tri-State Truck Center, Inc. 401(K) Retirement Plan, reported by Tri-State Truck Center, Inc. under EIN 62-0722007 and plan number 002. It reports 363 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$32MReported net assets$32,016,335
Participants363
Provider compensation$36.4K2 Schedule C row(s)$36,408
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009145713NAL0010748755001
Plan sponsor
Tri-State Truck Center, Inc.
EIN
62-0722007
Plan number
002
Location
Memphis, TN
Received date
not reported in the loaded dataset
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)$32M total assets
Net assets$32MLiabilities$0
Money in vs. money out
Total income / additions$6.9M
Total expenses$6.2M
Benefits paid / distributions$6.2M
Contributions
Employer$1M
Participant$2.1M
Full reported line items
Total assets (EOY)
$32,016,335
Total liabilities (EOY)
$0
Net assets (EOY)
$32,016,335
Employer contributions
$1,018,882
Participant contributions
$2,126,525
Total income / additions
$6,857,448
Benefits paid
$6,179,530
Administrative expenses
$20,800
Total expenses
$6,205,301
Net increase / (decrease)
$652,147

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance Company ORECORDKEEPER$20,975$0
Executive Insurance Agency IncBROKER/ADVISER$0$15,433

Related Form 5500 pages