2023 Form 5500 filing — Terral Riverservice Inc 401(K) 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 20241113102419NAL0036937858001) for Terral Riverservice Inc 401(K) Plan, reported by Terral Riverservice Inc. under EIN 72-0890414 and plan number 001. It reports 640 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241113102419NAL0036937858001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Terral Riverservice Inc.
- EIN
- 72-0890414
- Plan number
- 001
- Location
- Lake Providence, LA
- Participants
- 640
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,794,920
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,794,920
- Employer contributions
- $1,586,016
- Participant contributions
- $893,224
- Total income / additions
- $4,750,710
- Benefits paid
- $4,364,303
- Administrative expenses
- $67,572
- Total expenses
- $4,454,960
- Net increase / (decrease)
- $295,750
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Argent Trust Company, Na | SERVICE PROVIDER | $48,183 | $0 |
| Morningstar Investment Mgt | INVESTMENT ADVISORY | $10,639 | $0 |
| Heard, Mcelroy, & Vestal | TPA FEES | $0 | $2,583 |