Trigreen Equipment, LLC 401(K) Plan — Form 5500 plan (Trigreen Equipment, 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, Trigreen Equipment, LLC 401(K) Plan is a benefit plan reported by Trigreen Equipment, LLC under EIN 20-5462252 and plan number 001. The latest loaded filing year is 2023. The filing reports 676 participants and $22,394,145 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trigreen Equipment, LLC
- EIN
- 20-5462252
- Plan number
- 001
- Plan type
- 2
- Location
- Athens, AL
- Latest filing year
- 2023
- Participants
- 676
- End-of-year plan assets
- $22,394,145
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 676 | H, C | 20241008135716NAL0017738545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,394,145
- Total liabilities (EOY)
- $28,893
- Net assets (EOY)
- $22,365,252
- Net assets (BOY)
- $18,168,634
Income & contributions
- Employer contributions
- $711,047
- Participant contributions
- $1,326,736
- Total contributions
- $2,117,602
- Total income / additions
- $5,190,247
Expenses & distributions
- Benefits paid
- $866,893
- Administrative expenses
- $93,439
- Total expenses
- $993,629
- Net increase / (decrease)
- $4,196,618
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $57,883 | not reported in the loaded dataset | 2023 |
| Azalea Administration LLC | CONTRACT ADMIN | $4,120 | $9,501 | 2023 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $3,330 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trigreen Equipment, LLC
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Athens, AL
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Azalea Administration LLC — Schedule C compensation
- Empower Annuity Insurance Co Of Ame — Schedule C compensation