Transport Refrigeration Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Transport Refrigeration 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, Transport Refrigeration Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Transport Refrigeration Inc. under EIN 39-1034368 and plan number 002. The latest loaded filing year is 2023. The filing reports 350 participants and $9,483,197 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Transport Refrigeration Inc.
- EIN
- 39-1034368
- Plan number
- 002
- Plan type
- 2
- Location
- De Pere, WI
- Latest filing year
- 2023
- Participants
- 350
- End-of-year plan assets
- $9,483,197
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 350 | H, C | 20241007161410NAL0009040323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,483,197
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,483,197
- Net assets (BOY)
- $7,598,980
Income & contributions
- Employer contributions
- $187,607
- Participant contributions
- $680,069
- Total contributions
- $938,823
- Total income / additions
- $2,318,116
Expenses & distributions
- Benefits paid
- $413,428
- Administrative expenses
- $15,142
- Total expenses
- $433,899
- Net increase / (decrease)
- $1,884,217
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $12,158 | $0 | 2023 |