Tri-Gas & Oil Co., Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Tri-Gas & Oil Co. 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-Gas & Oil Co., Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Tri-Gas & Oil Co. Inc. under EIN 52-0784971 and plan number 002. The latest loaded filing year is 2023. The filing reports 348 participants and $9,405,509 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tri-Gas & Oil Co. Inc.
- EIN
- 52-0784971
- Plan number
- 002
- Plan type
- 2
- Location
- Federalsburg, MD
- Latest filing year
- 2023
- Participants
- 348
- End-of-year plan assets
- $9,405,509
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 348 | H, C | 20241014143659NAL0026428145001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,405,509
- Total liabilities (EOY)
- $85
- Net assets (EOY)
- $9,405,424
- Net assets (BOY)
- $7,520,553
Income & contributions
- Employer contributions
- $517,206
- Participant contributions
- $829,369
- Total contributions
- $1,424,138
- Total income / additions
- $2,727,183
Expenses & distributions
- Benefits paid
- $809,527
- Administrative expenses
- $32,373
- Total expenses
- $842,312
- Net increase / (decrease)
- $1,884,871
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $32,373 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| Prudential Funds | NONE | $0 | $0 | 2023 |
| Dimensional Funds | NONE | $0 | $0 | 2023 |
| Tiaa-Cref Funds | NONE | $0 | $0 | 2023 |
| Vanguard Group Funds | NONE | $0 | $0 | 2023 |
| Blackrock Funds | NONE | $0 | $0 | 2023 |
| Janus Funds | NONE | $0 | $0 | 2023 |
| Invesco Funds | NONE | $0 | $0 | 2023 |
| Fidelity Funds | NONE | $0 | $0 | 2023 |
| Pimco Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tri-Gas & Oil Co. Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Federalsburg, MD
- T. Rowe Price Rps, Inc. — Schedule C compensation
- American Funds — Schedule C compensation
- Prudential Funds — Schedule C compensation
- Dimensional Funds — Schedule C compensation
- Tiaa-Cref Funds — Schedule C compensation
- Vanguard Group Funds — Schedule C compensation
- Blackrock Funds — Schedule C compensation
- Janus Funds — Schedule C compensation
- Invesco Funds — Schedule C compensation
- Fidelity Funds — Schedule C compensation
- Pimco Funds — Schedule C compensation