Terral Riverservice Inc 401(K) Plan — Form 5500 plan (Terral Riverservice 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, Terral Riverservice Inc 401(K) Plan is a benefit plan reported by Terral Riverservice Inc. under EIN 72-0890414 and plan number 001. The latest loaded filing year is 2023. The filing reports 640 participants and $21,794,920 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Terral Riverservice Inc.
- EIN
- 72-0890414
- Plan number
- 001
- Plan type
- 2
- Location
- Lake Providence, LA
- Latest filing year
- 2023
- Participants
- 640
- End-of-year plan assets
- $21,794,920
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 640 | H, C | 20241113102419NAL0036937858001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,794,920
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,794,920
- Net assets (BOY)
- $21,499,170
Income & contributions
- Employer contributions
- $1,586,016
- Participant contributions
- $893,224
- Total contributions
- $2,485,020
- Total income / additions
- $4,750,710
Expenses & distributions
- Benefits paid
- $4,364,303
- Administrative expenses
- $67,572
- Total expenses
- $4,454,960
- Net increase / (decrease)
- $295,750
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Argent Trust Company, Na | SERVICE PROVIDER | $48,183 | $0 | 2023 |
| Morningstar Investment Mgt | INVESTMENT ADVISORY | $10,639 | $0 | 2023 |
| Heard, Mcelroy, & Vestal | TPA FEES | $0 | $2,583 | 2023 |