The Tri-State Truck Center, Inc. 401(K) Retirement Plan — Form 5500 plan (Tri-State Truck Center, 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, The Tri-State Truck Center, Inc. 401(K) Retirement Plan is a benefit plan reported by Tri-State Truck Center, Inc. under EIN 62-0722007 and plan number 002. The latest loaded filing year is 2023. The filing reports 363 participants and $32,016,335 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$32MPlan net assets, end of year$32,016,335
Participants363Covered participants reported
Assets / participant$88.2KComputed: assets ÷ participants$88,199 (computed)
Provider compensation$36.4K2 Schedule C provider row(s)$36,408
- Plan sponsor
- Tri-State Truck Center, Inc.
- EIN
- 62-0722007
- Plan number
- 002
- Plan type
- 2
- Location
- Memphis, TN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 363 | H, C | 20241009145713NAL0010748755001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$32M total assets
Net assets$32MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $32,016,335
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,016,335
- Net assets (BOY)
- $31,364,188
Income & contributions
- Employer contributions
- $1,018,882
- Participant contributions
- $2,126,525
- Total contributions
- $3,296,362
- Total income / additions
- $6,857,448
Expenses & distributions
- Benefits paid
- $6,179,530
- Administrative expenses
- $20,800
- Total expenses
- $6,205,301
- Net increase / (decrease)
- $652,147
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
32%68%
Employer 32%Participant 68%
Total expenses ÷ net assets19%Computed ratio
Benefits paid ÷ total income90%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $20,975 | $0 | 2023 |
| Executive Insurance Agency Inc | BROKER/ADVISER | $0 | $15,433 | 2023 |