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-Eagle Sales 401(K) Profit Sharing Plan is a benefit plan reported by Busch-Transou, L.C. under EIN 59-3387646 and plan number 001. The latest loaded filing year is 2023. The filing reports 307 participants and $8,016,906 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,016,906
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,016,906
- Net assets (BOY)
- $6,201,482
Income & contributions
- Employer contributions
- $113,374
- Participant contributions
- $635,059
- Total contributions
- $1,563,523
- Total income / additions
- $2,592,952
Expenses & distributions
- Benefits paid
- $757,730
- Administrative expenses
- $43,415
- Total expenses
- $801,145
- Net increase / (decrease)
- $1,791,807