Terry'S Electric 401(K) Savings Plan — Form 5500 plan (Terry'S Electric, 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, Terry'S Electric 401(K) Savings Plan is a benefit plan reported by Terry'S Electric, Inc. under EIN 59-2126995 and plan number 001. The latest loaded filing year is 2023. The filing reports 340 participants and $10,131,489 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Terry'S Electric, Inc.
- EIN
- 59-2126995
- Plan number
- 001
- Plan type
- 2
- Location
- Kissimmee, FL
- Latest filing year
- 2023
- Participants
- 340
- End-of-year plan assets
- $10,131,489
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 340 | H, C | 20240726134639NAL0015539345001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,131,489
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,131,489
- Net assets (BOY)
- $8,438,983
Income & contributions
- Employer contributions
- $124,837
- Participant contributions
- $597,800
- Total contributions
- $722,637
- Total income / additions
- $2,246,486
Expenses & distributions
- Benefits paid
- $473,453
- Administrative expenses
- $62,333
- Total expenses
- $553,980
- Net increase / (decrease)
- $1,692,506
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | RECORD KEEPER | $62,333 | $0 | 2023 |
| Jp Morgan Funds | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| Columbia Funds | NONE | $0 | $0 | 2023 |
| Prudential Jennison | NONE | $0 | $0 | 2023 |
| Federated Funds | NONE | $0 | $0 | 2023 |
| Pimco Funds | NONE | $0 | $0 | 2023 |
| Mfs Funds | NONE | $0 | $0 | 2023 |
| Legg Mason | NONE | $0 | $0 | 2023 |
| Invesco | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Terry'S Electric, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Kissimmee, FL
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Jp Morgan Funds — Schedule C compensation
- Fidelity — Schedule C compensation
- American Funds — Schedule C compensation
- Columbia Funds — Schedule C compensation
- Prudential Jennison — Schedule C compensation
- Federated Funds — Schedule C compensation
- Pimco Funds — Schedule C compensation
- Mfs Funds — Schedule C compensation
- Legg Mason — Schedule C compensation
- Invesco — Schedule C compensation