2023 Form 5500 filing — Tri-City Electrical Contractors, Inc. Retirement And Savings 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 20241105090612NAL0012492048001) for Tri-City Electrical Contractors, Inc. Retirement And Savings Plan, reported by Tri-City Electrical Contractors, Inc. under EIN 02-0657423 and plan number 004. It reports 826 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241105090612NAL0012492048001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tri-City Electrical Contractors, Inc.
- EIN
- 02-0657423
- Plan number
- 004
- Location
- Altamonte Springs, FL
- Participants
- 826
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,003,536
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,003,536
- Employer contributions
- $491,106
- Participant contributions
- $2,939,576
- Total income / additions
- $7,285,764
- Benefits paid
- $3,596,723
- Administrative expenses
- $123,219
- Total expenses
- $3,721,109
- Net increase / (decrease)
- $3,564,655
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $123,219 | $0 |
| Resources Investment Advisors | INVESTMENT ADVISORY | $0 | $35,000 |