Tri-Pac, Inc. 401(K) Plan — Form 5500 plan (Tri-Pac, 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, Tri-Pac, Inc. 401(K) Plan is a benefit plan reported by Tri-Pac, Inc. under EIN 90-0443403 and plan number 001. The latest loaded filing year is 2023. The filing reports 176 participants and $547,006 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$547KPlan net assets, end of year$547,006
Participants176Covered participants reported
Assets / participant$3.1KComputed: assets ÷ participants$3,108 (computed)
Provider compensation$6.2K1 Schedule C provider row(s)$6,200
- Plan sponsor
- Tri-Pac, Inc.
- EIN
- 90-0443403
- Plan number
- 001
- Plan type
- 2
- Location
- South Bend, IN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 176 | H, C | 20241015131833NAL0028546769001 |
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)$547K total assets
Net assets$547KLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $547,006
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $547,006
- Net assets (BOY)
- $361,692
Income & contributions
- Employer contributions
- $106,672
- Participant contributions
- $158,457
- Total contributions
- $265,129
- Total income / additions
- $329,390
Expenses & distributions
- Benefits paid
- $137,876
- Administrative expenses
- $6,200
- Total expenses
- $144,076
- Net increase / (decrease)
- $185,314
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.
40%60%
Employer 40%Participant 60%
Total expenses ÷ net assets26%Computed ratio
Benefits paid ÷ total income42%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American National Insurance Company | RECORDKEEPER | $6,200 | $0 | 2023 |