2023 Form 5500 filing — T. Lariviere Equipment & Excavating, Inc. 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 20241014130807NAL0026225073001) for T. Lariviere Equipment & Excavating, Inc. Retirement Plan, reported by T. Lariviere Equipment & Excavating, Inc. under EIN 20-8914273 and plan number 001. It reports 421 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)$2.9MReported net assets$2,895,012

Participants421

Provider compensation$3.2K2 Schedule C row(s)$3,220

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014130807NAL0026225073001
Plan sponsor: T. Lariviere Equipment & Excavating, Inc.
EIN: 20-8914273
Plan number: 001
Location: Athol, ID
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$2.9M total assets

Net assets$2.9MLiabilities$21.9K

Money in vs. money out

Total income / additions$1.4M

Total expenses$228.4K

Benefits paid / distributions$196.1K

Contributions

Employer$644.8K

Participant$357.8K

Full reported line items

Total assets (EOY): $2,916,891
Total liabilities (EOY): $21,879
Net assets (EOY): $2,895,012
Employer contributions: $644,775
Participant contributions: $357,764
Total income / additions: $1,407,692
Benefits paid: $196,085
Administrative expenses: $32,350
Total expenses: $228,435
Net increase / (decrease): $1,179,257

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
John Hancock Life Insur Co.$2.8K
RECORDKEEPER · Direct $2.8K
2
Wilshire Associates Inc(Usa)$440
RIA · Direct $440

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014130807NAL0026225073001 cover?: It is the 2023 Form 5500 filing for T. Lariviere Equipment & Excavating, Inc. Retirement Plan, reported by T. Lariviere Equipment & Excavating, Inc. (EIN 20-8914273).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).