Thermo King Fresno, Inc. 401(K) Retirement Plan — Form 5500 plan (Thermo King Fresno, 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, Thermo King Fresno, Inc. 401(K) Retirement Plan is a benefit plan reported by Thermo King Fresno, Inc. under EIN 77-0015018 and plan number 001. The latest loaded filing year is 2023. The filing reports 192 participants and $8,902,505 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thermo King Fresno, Inc.
- EIN
- 77-0015018
- Plan number
- 001
- Plan type
- 2
- Location
- Fresno, CA
- Latest filing year
- 2023
- Participants
- 192
- End-of-year plan assets
- $8,902,505
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 192 | H, C | 20241014180335NAL0045590752001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,902,505
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,902,505
- Net assets (BOY)
- $6,991,701
Income & contributions
- Employer contributions
- $117,507
- Participant contributions
- $688,017
- Total contributions
- $955,228
- Total income / additions
- $2,223,529
Expenses & distributions
- Benefits paid
- $298,131
- Administrative expenses
- $3,997
- Total expenses
- $312,725
- Net increase / (decrease)
- $1,910,804
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| S B H U Life Agency Inc | OTHER SERVICES | $0 | $27,878 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $3,996 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Thermo King Fresno, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Fresno, CA
- S B H U Life Agency Inc — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation