Tri-City Electric Company Of Iowa Profit Sharing 401(K) Plan — Form 5500 plan (Tri-City Electric Company Of Iowa)
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-City Electric Company Of Iowa Profit Sharing 401(K) Plan is a benefit plan reported by Tri-City Electric Company Of Iowa under EIN 42-0569050 and plan number 005. The latest loaded filing year is 2023. The filing reports 225 participants and $25,986,358 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tri-City Electric Company Of Iowa
- EIN
- 42-0569050
- Plan number
- 005
- Plan type
- 2
- Location
- Davenport, IA
- Latest filing year
- 2023
- Participants
- 225
- End-of-year plan assets
- $25,986,358
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 225 | H, C | 20250715074811NAL0001148627001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,986,358
- Total liabilities (EOY)
- $358
- Net assets (EOY)
- $25,986,000
- Net assets (BOY)
- $19,415,475
Income & contributions
- Employer contributions
- $878,847
- Participant contributions
- $1,578,760
- Total contributions
- $2,669,116
- Total income / additions
- $8,739,326
Expenses & distributions
- Benefits paid
- $2,090,825
- Administrative expenses
- $77,976
- Total expenses
- $2,168,801
- Net increase / (decrease)
- $6,570,525
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $78,897 | $0 | 2023 |
| Wells Fargo Advisors, LLC | INVESTMENT ADVISOR | $75,161 | not reported in the loaded dataset | 2023 |
| Dyatech | THIRD PARTY ADMINISTRAT | $1,955 | $12,788 | 2023 |
| Uhy Llp | AUDITOR | $13,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tri-City Electric Company Of Iowa
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Davenport, IA
- Empower Annuity Insurance Company O — Schedule C compensation
- Wells Fargo Advisors, LLC — Schedule C compensation
- Dyatech — Schedule C compensation
- Uhy Llp — Schedule C compensation