2023 Form 5500 filing — Tri-City Electric Company Of Iowa Profit Sharing 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 20250715074811NAL0001148627001) for Tri-City Electric Company Of Iowa Profit Sharing 401(K) Plan, reported by Tri-City Electric Company Of Iowa under EIN 42-0569050 and plan number 005. It reports 225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715074811NAL0001148627001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tri-City Electric Company Of Iowa
- EIN
- 42-0569050
- Plan number
- 005
- Location
- Davenport, IA
- Participants
- 225
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,986,358
- Total liabilities (EOY)
- $358
- Net assets (EOY)
- $25,986,000
- Employer contributions
- $878,847
- Participant contributions
- $1,578,760
- Total income / additions
- $8,739,326
- Benefits paid
- $2,090,825
- Administrative expenses
- $77,976
- Total expenses
- $2,168,801
- Net increase / (decrease)
- $6,570,525
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $78,897 | $0 |
| Wells Fargo Advisors, LLC | INVESTMENT ADVISOR | $75,161 | not reported in the loaded dataset |
| Dyatech | THIRD PARTY ADMINISTRAT | $1,955 | $12,788 |
| Uhy Llp | AUDITOR | $13,500 | not reported in the loaded dataset |