Tri-State Forest Products, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Tri-State Forest Products, 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-State Forest Products, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Tri-State Forest Products, Inc. under EIN 38-3140885 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $12,665,197 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tri-State Forest Products, Inc.
- EIN
- 38-3140885
- Plan number
- 001
- Plan type
- 2
- Location
- Springfield, OH
- Latest filing year
- 2023
- Participants
- 239
- End-of-year plan assets
- $12,665,197
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 239 | H, C | 20241002144221NAL0008960849001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,665,197
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,665,197
- Net assets (BOY)
- $9,830,977
Income & contributions
- Employer contributions
- $657,265
- Participant contributions
- $979,438
- Total contributions
- $1,747,729
- Total income / additions
- $3,313,878
Expenses & distributions
- Benefits paid
- $403,381
- Administrative expenses
- $76,175
- Total expenses
- $479,658
- Net increase / (decrease)
- $2,834,220
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $71,252 | $0 | 2023 |
| Principal Securities Inc | OTHER SERVICES | $0 | $17,454 | 2023 |
| Blue & Co., LLC | ACCOUNTANT | $0 | $13,880 | 2023 |
| Al Minor & Associates Inc | OTHER SERVICES | $0 | $10,505 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tri-State Forest Products, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Springfield, OH
- Principal Life Insurance Company — Schedule C compensation
- Principal Securities Inc — Schedule C compensation
- Blue & Co., LLC — Schedule C compensation
- Al Minor & Associates Inc — Schedule C compensation