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 Holdco, Inc. Employee Stock Ownership Plan is a benefit plan reported by Tri Holdco, Inc. under EIN 33-0336176 and plan number 002. The latest loaded filing year is 2023. The filing reports 374 participants and $102,388,070 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $102,388,070
- Total liabilities (EOY)
- $19,381,611
- Net assets (EOY)
- $83,006,459
- Net assets (BOY)
- $72,446,633
Income & contributions
- Employer contributions
- $1,668,549
- Total contributions
- $1,668,549
- Total income / additions
- $14,743,376
Expenses & distributions
- Benefits paid
- $3,688,871
- Administrative expenses
- $54,494
- Total expenses
- $4,183,550
- Net increase / (decrease)
- $10,559,826