Plan5500

403(B) Thrift Plan Of T. E. R. I., Inc. — Form 5500 plan (T. E. R. I., 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, 403(B) Thrift Plan Of T. E. R. I., Inc. is a benefit plan reported by T. E. R. I., Inc. under EIN 95-3532129 and plan number 002. The latest loaded filing year is 2023. The filing reports 726 participants and $3,521,181 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
T. E. R. I., Inc.
EIN
95-3532129
Plan number
002
Plan type
2
Location
Oceanside, CA
Latest filing year
2023
Participants
726
End-of-year plan assets
$3,521,181

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023726H, C20250415170327NAL0001588579001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,521,181
Total liabilities (EOY)
$0
Net assets (EOY)
$3,521,181
Net assets (BOY)
$2,921,936

Income & contributions

Employer contributions
$34,993
Participant contributions
$458,337
Total contributions
$526,380
Total income / additions
$950,296

Expenses & distributions

Benefits paid
$345,074
Administrative expenses
$5,977
Total expenses
$351,051
Net increase / (decrease)
$599,245

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpINSURANCE CARRIER$5,970$02023

Related Form 5500 pages