2023 Form 5500 filing — Tri-West, Ltd. 401k/Profit Sharing 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 20241011114127NAL0012437235001) for Tri-West, Ltd. 401k/Profit Sharing Plan, reported by Tri-West, Ltd. under EIN 95-3633389 and plan number 001. It reports 342 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011114127NAL0012437235001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tri-West, Ltd.
- EIN
- 95-3633389
- Plan number
- 001
- Location
- Santa Fe Springs, CA
- Participants
- 342
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,730,406
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,730,406
- Employer contributions
- $2,300,839
- Participant contributions
- $1,159,410
- Total income / additions
- $12,488,693
- Benefits paid
- $4,321,310
- Administrative expenses
- $36,839
- Total expenses
- $4,358,352
- Net increase / (decrease)
- $8,130,341
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $22,980 | not reported in the loaded dataset |
| Benefit Financial Services Group | CONSULTANT | $20,000 | not reported in the loaded dataset |
| Kmj Corbin & Company | ACCOUNTANT/AUDITOR | $13,650 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$19,791 | $0 |