Tri-West, Ltd. 401k/Profit Sharing Plan — Form 5500 plan (Tri-West, Ltd.)
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-West, Ltd. 401k/Profit Sharing Plan is a benefit plan reported by Tri-West, Ltd. under EIN 95-3633389 and plan number 001. The latest loaded filing year is 2023. The filing reports 342 participants and $55,730,406 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tri-West, Ltd.
- EIN
- 95-3633389
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Fe Springs, CA
- Latest filing year
- 2023
- Participants
- 342
- End-of-year plan assets
- $55,730,406
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 342 | H, C | 20241011114127NAL0012437235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,730,406
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,730,406
- Net assets (BOY)
- $47,600,065
Income & contributions
- Employer contributions
- $2,300,839
- Participant contributions
- $1,159,410
- Total contributions
- $3,595,561
- Total income / additions
- $12,488,693
Expenses & distributions
- Benefits paid
- $4,321,310
- Administrative expenses
- $36,839
- Total expenses
- $4,358,352
- Net increase / (decrease)
- $8,130,341
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $22,980 | not reported in the loaded dataset | 2023 |
| Benefit Financial Services Group | CONSULTANT | $20,000 | not reported in the loaded dataset | 2023 |
| Kmj Corbin & Company | ACCOUNTANT/AUDITOR | $13,650 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$19,791 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tri-West, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Fe Springs, CA
- Strategic Advisors, Inc. — Schedule C compensation
- Benefit Financial Services Group — Schedule C compensation
- Kmj Corbin & Company — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation