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TRI STATE FORWARDING, INC. 401(K) PLAN 401k Plan overview

Plan NameTRI STATE FORWARDING, INC. 401(K) PLAN
Plan identification number 001

TRI STATE FORWARDING, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • 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 FORWARDING, INC. has sponsored the creation of one or more 401k plans.

Company Name:TRI STATE FORWARDING, INC.
Employer identification number (EIN):834702442
NAIC Classification:484110
NAIC Description:General Freight Trucking, Local

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRI STATE FORWARDING, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012022-01-01

Plan Statistics for TRI STATE FORWARDING, INC. 401(K) PLAN

401k plan membership statisitcs for TRI STATE FORWARDING, INC. 401(K) PLAN

Measure Date Value
2025: TRI STATE FORWARDING, INC. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-284
Total number of particpants at end of year2025-07-283
Number of Participants With Account Balances2025-07-283
2024: TRI STATE FORWARDING, INC. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-113
Total number of particpants at end of year2024-10-113
Number of Participants With Account Balances2024-10-113

Financial Data on TRI STATE FORWARDING, INC. 401(K) PLAN

Measure Date Value
2025 : TRI STATE FORWARDING, INC. 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-280
Total liabilities as of the end of the plan year2025-07-280
Total liabilities as of the beginning of the plan year2025-07-280
Total expenses incurred by plan in this plan year2025-07-286622
Net assets as of the end of the plan year2025-07-28291342
Total assets as of the beginning of the plan year2025-07-28216278
Participant contributions to plan in this plan year2025-07-2846000
Other expenses paid from plan in this plan year2025-07-280
Other contributions to plan in this plan year2025-07-280
Other income to plan in this plan year2025-07-2829087
Plan net income in this plan year2025-07-2875064
Net assets as of the end of the plan year2025-07-28291342
Net assets as of the beginning of the plan year2025-07-28216278
Employer contributions to plan in this plan year2025-07-286599
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-282627
2024 : TRI STATE FORWARDING, INC. 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-110
Total liabilities as of the end of the plan year2024-10-110
Total liabilities as of the beginning of the plan year2024-10-110
Total expenses incurred by plan in this plan year2024-10-111378
Net assets as of the end of the plan year2024-10-11216278
Total assets as of the beginning of the plan year2024-10-11130127
Participant contributions to plan in this plan year2024-10-1145000
Other expenses paid from plan in this plan year2024-10-110
Other contributions to plan in this plan year2024-10-110
Other income to plan in this plan year2024-10-1117529
Plan net income in this plan year2024-10-1186151
Net assets as of the end of the plan year2024-10-11216278
Net assets as of the beginning of the plan year2024-10-11130127
Employer contributions to plan in this plan year2024-10-1125000
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-111378

Potentially related plans

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