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TRI-STATE 401(K) PLAN 401k Plan overview

Plan NameTRI-STATE 401(K) PLAN
Plan identification number 001

TRI-STATE 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

TRI-STATE FORESTRY SERVICES, INC has sponsored the creation of one or more 401k plans.

Company Name:TRI-STATE FORESTRY SERVICES, INC
Employer identification number (EIN):203098329
NAIC Classification:115310
NAIC Description:Support Activities for Forestry

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRI-STATE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MATTHEW LOHMEYER2024-09-26
0012022-01-01VICKI GUDAITIS2023-10-12 VICKI GUDAITIS2023-10-12
0012021-01-01ROBERT BRADLEY2022-10-14
0012021-01-01ROBERT BRADLEY2022-10-14
0012020-01-01KATE JAMES2021-10-15 KATE JAMES2021-10-15
0012019-01-01LINDSEY R STUFFEL2020-08-21

Plan Statistics for TRI-STATE 401(K) PLAN

401k plan membership statisitcs for TRI-STATE 401(K) PLAN

Measure Date Value
2025: TRI-STATE 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-0731
Total number of particpants at end of year2025-10-0744
Number of Participants With Account Balances2025-10-0740
2024: TRI-STATE 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-2630
Total number of particpants at end of year2024-09-2628
Number of Participants With Account Balances2024-09-2620

Financial Data on TRI-STATE 401(K) PLAN

Measure Date Value
2025 : TRI-STATE 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-070
Total liabilities as of the end of the plan year2025-10-070
Total liabilities as of the beginning of the plan year2025-10-070
Total expenses incurred by plan in this plan year2025-10-0741326
Net assets as of the end of the plan year2025-10-07637055
Total assets as of the beginning of the plan year2025-10-07476001
Value of plan covered by a fidelity bond2025-10-07250000
Participant contributions to plan in this plan year2025-10-0786195
Other expenses paid from plan in this plan year2025-10-070
Other contributions to plan in this plan year2025-10-070
Other income to plan in this plan year2025-10-0744598
Plan net income in this plan year2025-10-07161054
Net assets as of the end of the plan year2025-10-07637055
Net assets as of the beginning of the plan year2025-10-07476001
Employer contributions to plan in this plan year2025-10-0771587
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-073126
2024 : TRI-STATE 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-260
Total liabilities as of the end of the plan year2024-09-260
Total liabilities as of the beginning of the plan year2024-09-260
Total expenses incurred by plan in this plan year2024-09-266528
Net assets as of the end of the plan year2024-09-26476001
Total assets as of the beginning of the plan year2024-09-26352736
Value of plan covered by a fidelity bond2024-09-26250000
Participant contributions to plan in this plan year2024-09-2655126
Other expenses paid from plan in this plan year2024-09-260
Other contributions to plan in this plan year2024-09-260
Other income to plan in this plan year2024-09-2652853
Plan net income in this plan year2024-09-26123265
Net assets as of the end of the plan year2024-09-26476001
Net assets as of the beginning of the plan year2024-09-26352736
Employer contributions to plan in this plan year2024-09-2621814
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-261504

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