2023 Form 5500 filing — Warrior Tractor & Equipment Co., Inc. 401(K) 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 20241011121232NAL0021822113001) for Warrior Tractor & Equipment Co., Inc. 401(K) Profit Sharing Plan, reported by Warrior Tractor & Equipment Co., Inc. under EIN 63-0588737 and plan number 001. It reports 230 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011121232NAL0021822113001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Warrior Tractor & Equipment Co., Inc.
- EIN
- 63-0588737
- Plan number
- 001
- Location
- Northport, AL
- Participants
- 230
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,496,971
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,496,971
- Employer contributions
- $500,000
- Participant contributions
- $811,872
- Total income / additions
- $4,546,960
- Benefits paid
- $934,665
- Administrative expenses
- $96,882
- Total expenses
- $1,040,779
- Net increase / (decrease)
- $3,506,181
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Regions Bank | ADVISOR | $54,022 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $33,460 | $0 |
| Jamison Money Farmer Pc | ACCOUNTANT/AUDITOR | $9,400 | not reported in the loaded dataset |