2023 Form 5500 filing — Tractor & Equipment Co. 401(K) Pl.
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 20241015123229NAL0028432481001) for Tractor & Equipment Co. 401(K) Pl., reported by Tractor & Equipment Company under EIN 63-0211767 and plan number 002. It reports 953 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)$77MReported net assets$76,998,851
Participants953
Provider compensation$186.5K2 Schedule C row(s)$186,512
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015123229NAL0028432481001
- Plan sponsor
- Tractor & Equipment Company
- EIN
- 63-0211767
- Plan number
- 002
- Location
- Birmingham, AL
- 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)$77M total assets
Net assets$77MLiabilities$0
Full reported line items
- Total assets (EOY)
- $76,998,851
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,998,851
- Employer contributions
- $1,516,717
- Participant contributions
- $3,174,945
- Total income / additions
- $15,115,982
- Benefits paid
- $5,407,413
- Administrative expenses
- $181,672
- Total expenses
- $5,589,085
- Net increase / (decrease)
- $9,526,897
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $116,726 | $0 |
| Regions Bank Dba Regions Trust | NONE | $69,786 | not reported in the loaded dataset |