Tri-National 401(K) Plan — Form 5500 plan (Tri-National, Inc.)
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-National 401(K) Plan is a benefit plan reported by Tri-National, Inc. under EIN 20-1222154 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,513 participants and $9,715,190 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tri-National, Inc.
- EIN
- 20-1222154
- Plan number
- 001
- Plan type
- 2
- Location
- St. Charles, MO
- Latest filing year
- 2023
- Participants
- 1,513
- End-of-year plan assets
- $9,715,190
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,513 | H, C | 20241014113225NAL0027158673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,715,190
- Net assets (EOY)
- $9,715,190
- Net assets (BOY)
- $7,569,899
Income & contributions
- Employer contributions
- $556,808
- Participant contributions
- $1,456,917
- Total contributions
- $2,093,734
- Total income / additions
- $3,571,194
Expenses & distributions
- Benefits paid
- $1,374,261
- Administrative expenses
- $44,354
- Total expenses
- $1,425,903
- Net increase / (decrease)
- $2,145,291
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Master Benefit Group, Inc. | THIRD PARTY ADMIN | $16,815 | $0 | 2023 |
| Capital Research And Management Co | RECORDKEEPER | $5,100 | $0 | 2023 |
| Morgan Stanley Wealth Management | INVEST ADV | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tri-National, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Charles, MO
- Master Benefit Group, Inc. — Schedule C compensation
- Capital Research And Management Co — Schedule C compensation
- Morgan Stanley Wealth Management — Schedule C compensation