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401K EMPLOYEE RETIREMENT PLAN 401k Plan overview

Plan Name401K EMPLOYEE RETIREMENT PLAN
Plan identification number 001

401K EMPLOYEE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 REFRIGERATION COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name:TRI-STATE REFRIGERATION COMPANY, LLC
Employer identification number (EIN):833207005
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401K EMPLOYEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SCOTT HILL2024-07-25
0012022-01-01SCOTT HILL2023-07-14
0012021-01-01SCOTT HILL2022-07-26
0012020-01-01SCOTT HILL2021-07-28
0012019-01-01SCOTT HILL2020-07-09

Plan Statistics for 401K EMPLOYEE RETIREMENT PLAN

401k plan membership statisitcs for 401K EMPLOYEE RETIREMENT PLAN

Measure Date Value
2025: 401K EMPLOYEE RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-2510
Total number of particpants at end of year2025-07-2510
Number of Participants With Account Balances2025-07-2510
2024: 401K EMPLOYEE RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-2512
Total number of particpants at end of year2024-07-2510
Number of Participants With Account Balances2024-07-2510

Financial Data on 401K EMPLOYEE RETIREMENT PLAN

Measure Date Value
2025 : 401K EMPLOYEE RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-250
Total liabilities as of the end of the plan year2025-07-250
Total liabilities as of the beginning of the plan year2025-07-250
Total expenses incurred by plan in this plan year2025-07-250
Net assets as of the end of the plan year2025-07-25339974
Total assets as of the beginning of the plan year2025-07-25267021
Value of plan covered by a fidelity bond2025-07-25100000
Participant contributions to plan in this plan year2025-07-2527238
Other expenses paid from plan in this plan year2025-07-250
Other contributions to plan in this plan year2025-07-250
Other income to plan in this plan year2025-07-2531605
Plan net income in this plan year2025-07-2572953
Net assets as of the end of the plan year2025-07-25339974
Net assets as of the beginning of the plan year2025-07-25267021
Employer contributions to plan in this plan year2025-07-2514110
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-250
2024 : 401K EMPLOYEE RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-250
Total liabilities as of the end of the plan year2024-07-250
Total liabilities as of the beginning of the plan year2024-07-250
Total expenses incurred by plan in this plan year2024-07-2546881
Net assets as of the end of the plan year2024-07-25267021
Total assets as of the beginning of the plan year2024-07-25243510
Value of plan covered by a fidelity bond2024-07-25100000
Participant contributions to plan in this plan year2024-07-2526199
Other expenses paid from plan in this plan year2024-07-250
Other contributions to plan in this plan year2024-07-250
Other income to plan in this plan year2024-07-2530202
Plan net income in this plan year2024-07-2523511
Net assets as of the end of the plan year2024-07-25267021
Net assets as of the beginning of the plan year2024-07-25243510
Employer contributions to plan in this plan year2024-07-2513991
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-250

Potentially related plans

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