Turbine Engine Specialist Inc. Retirement Trust — Form 5500 plan (Turbine Engine Specialist 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, Turbine Engine Specialist Inc. Retirement Trust is a benefit plan reported by Turbine Engine Specialist Inc. under EIN 75-2954868 and plan number 001. The latest loaded filing year is 2023. The filing reports 130 participants and $4,748,049 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Turbine Engine Specialist Inc.
- EIN
- 75-2954868
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Worth, TX
- Latest filing year
- 2023
- Participants
- 130
- End-of-year plan assets
- $4,748,049
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 130 | H, C | 20241015092938NAL0016059571003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,748,049
- Net assets (EOY)
- $4,748,049
- Net assets (BOY)
- $3,786,928
Income & contributions
- Employer contributions
- $334,287
- Participant contributions
- $608,002
- Total contributions
- $982,246
- Total income / additions
- $1,718,406
Expenses & distributions
- Benefits paid
- $732,111
- Administrative expenses
- $13,074
- Total expenses
- $757,285
- Net increase / (decrease)
- $961,121
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Decimal, Inc. | THIRD PARTY RECORDKEEPER | $13,074 | not reported in the loaded dataset | 2023 |