Tri City Rentals 401(K) Plan — Form 5500 plan (Tri City Rentals LLC)
Plain-English plan 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, Tri City Rentals 401(K) Plan is a benefit plan reported by Tri City Rentals LLC under EIN 14-1665596 and plan number 333. The latest loaded filing year is 2023. The filing reports 440 participants and $16,673,434 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tri City Rentals LLC
- EIN
- 14-1665596
- Plan number
- 333
- Plan type
- 3
- Location
- Albany, NY
- Latest filing year
- 2023
- Participants
- 440
- End-of-year plan assets
- $16,673,434
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 440 | H, C | 20241007101015NAL0015914513001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,673,434
- Net assets (EOY)
- $16,673,434
- Net assets (BOY)
- $14,306,328
Income & contributions
- Employer contributions
- $359,309
- Participant contributions
- $690,919
- Total contributions
- $1,050,276
- Total income / additions
- $3,438,821
Expenses & distributions
- Benefits paid
- $1,067,215
- Administrative expenses
- $4,500
- Total expenses
- $1,071,715
- Net increase / (decrease)
- $2,367,106
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Actuarial Pension Analysts, Inc | THIRD PARTY ADMINISTRATO | $2,250 | $7,642 | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $2,250 | $5,839 | 2023 |
| Morningstar | SERVICE PROVIDER | $0 | $5,839 | 2023 |