Tricor Industrial, Inc. 401(K) Plan — Form 5500 plan (Tricor Industrial, 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, Tricor Industrial, Inc. 401(K) Plan is a benefit plan reported by Tricor Industrial, Inc. under EIN 34-1618316 and plan number 002. The latest loaded filing year is 2023. The filing reports 229 participants and $11,030,947 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tricor Industrial, Inc.
- EIN
- 34-1618316
- Plan number
- 002
- Plan type
- 2
- Location
- Wooster, OH
- Latest filing year
- 2023
- Participants
- 229
- End-of-year plan assets
- $11,030,947
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 229 | H, C | 20241010132358NAL0020137921001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,030,947
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,030,947
- Net assets (BOY)
- $9,931,290
Income & contributions
- Employer contributions
- $192,713
- Participant contributions
- $611,865
- Total contributions
- $854,088
- Total income / additions
- $2,285,157
Expenses & distributions
- Benefits paid
- $1,084,109
- Administrative expenses
- $58,954
- Total expenses
- $1,185,500
- Net increase / (decrease)
- $1,099,657
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $53,537 | $0 | 2023 |
| The Huntington Investment Co | INVESTMENT ADVISORY | $0 | $18,659 | 2023 |
| July Business Services Inc | CONTRACT ADMINISTRATOR | $4,399 | $4,842 | 2023 |
| Onedigital Investment Advisors | INVESTMENT ADVISORY | $0 | $6,551 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tricor Industrial, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Wooster, OH
- Principal Life Insurance Company — Schedule C compensation
- The Huntington Investment Co — Schedule C compensation
- July Business Services Inc — Schedule C compensation
- Onedigital Investment Advisors — Schedule C compensation