2023 Form 5500 filing — T&W Tire 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 20241224133133NAL0005424627001) for T&W Tire 401(K) Profit Sharing Plan, reported by T & W Tire Company under EIN 73-1290906 and plan number 001. It reports 492 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)$23MReported net assets$23,035,306
Participants492
Provider compensation$152.1K4 Schedule C row(s)$152,122
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241224133133NAL0005424627001
- Plan sponsor
- T & W Tire Company
- EIN
- 73-1290906
- Plan number
- 001
- Location
- Oklahoma City, OK
- 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)$23M total assets
Net assets$23MLiabilities$4.1K
Full reported line items
- Total assets (EOY)
- $23,039,422
- Total liabilities (EOY)
- $4,116
- Net assets (EOY)
- $23,035,306
- Employer contributions
- $649,499
- Participant contributions
- $1,628,790
- Total income / additions
- $5,466,415
- Benefits paid
- $3,002,695
- Administrative expenses
- $93,014
- Total expenses
- $3,099,825
- Net increase / (decrease)
- $2,366,590
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $93,014 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $48,646 |
| Employee Benefits Group, LLC | THIRD PARTY ADMINISTRATOR | $0 | $10,462 |
| Morningstar Investment Mgmt | INV ADV, PARTICIPANTS | $0 | $0 |