401k Plan data: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP plan

TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 401k Plan overview

Plan Name	TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP
Plan identification number	001

TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP Benefits

401k Plan Type

Defined 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.
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.
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.

401k Sponsoring company profile

TRI-W HOLDINGS & INVESTMENTS, INC. has sponsored the creation of one or more 401k plans.

Company Name: TRI-W HOLDINGS & INVESTMENTS, INC.

Employer identification number (EIN): 205715745

NAIC Classification: 523900

Additional information about TRI-W HOLDINGS & INVESTMENTS, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2006-10-16

Company Identification Number: 0800720750

Legal Registered Office Address: 27207 BUFFALO HILLS LN

FULSHEAR
United States of America (USA)
77441

More information about TRI-W HOLDINGS & INVESTMENTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 HENRY WATSON
001 2016-01-01
001 2015-01-01
001 2015-01-01
001 2015-01-01
001 2015-01-01
001 2015-01-01 HENRY WATSON 2016-07-31
001 2014-01-01 HENRY WATSON HENRY WATSON 2015-10-08
001 2014-01-01 HENRY WATSON 2015-10-15 HENRY WATSON 2015-10-15
001 2014-01-01 HENRY WATSON 2015-10-15 HENRY WATSON 2015-10-15
001 2014-01-01 HENRY WATSON HENRY WATSON 2015-09-28
001 2012-01-01 HENRY WATSON HENRY WATSON 2013-07-25
001 2011-01-01 HENRY WATSON HENRY WATSON 2012-09-24
001 2010-01-01 HENRY WATSON
001 2009-01-01 HENRY WATSON
001 2009-01-01 HENRY WATSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	HENRY WATSON
001	2016-01-01
001	2015-01-01
001	2015-01-01
001	2015-01-01
001	2015-01-01
001	2015-01-01	HENRY WATSON	2016-07-31
001	2014-01-01	HENRY WATSON		HENRY WATSON	2015-10-08
001	2014-01-01	HENRY WATSON	2015-10-15	HENRY WATSON	2015-10-15
001	2014-01-01	HENRY WATSON	2015-10-15	HENRY WATSON	2015-10-15
001	2014-01-01	HENRY WATSON		HENRY WATSON	2015-09-28
001	2012-01-01	HENRY WATSON		HENRY WATSON	2013-07-25
001	2011-01-01	HENRY WATSON		HENRY WATSON	2012-09-24
001	2010-01-01	HENRY WATSON
001	2009-01-01	HENRY WATSON
001	2009-01-01	HENRY WATSON

Plan Statistics for TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP

401k plan membership statisitcs for TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP

Measure Date Value
2023: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2023 401k membership
Total participants, beginning-of-year 2023-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 1
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 1
Number of participants with account balances 2023-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1
Number of participants with account balances 2022-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1
Number of participants with account balances 2021-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1
2017: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1
Total of all active and inactive participants 2017-01-01 1
Total participants 2017-01-01 1
2016: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2012: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1
Number of participants with account balances 2012-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1
Number of participants with account balances 2011-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1
Total of all active and inactive participants 2010-01-01 1
Total participants 2010-01-01 1
Number of participants with account balances 2010-01-01 1
2009: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1
Total of all active and inactive participants 2009-01-01 1
Total participants 2009-01-01 1
Number of participants with account balances 2009-01-01 1

Measure	Date	Value
2023: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2023 401k membership
Total participants, beginning-of-year	2023-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	1
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	1
Number of participants with account balances	2023-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1
Number of participants with account balances	2022-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1
Number of participants with account balances	2021-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1
2017: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1
Total of all active and inactive participants	2017-01-01	1
Total participants	2017-01-01	1
2016: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2012: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1
Number of participants with account balances	2012-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1
Number of participants with account balances	2011-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1
Total of all active and inactive participants	2010-01-01	1
Total participants	2010-01-01	1
Number of participants with account balances	2010-01-01	1
2009: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1
Total of all active and inactive participants	2009-01-01	1
Total participants	2009-01-01	1
Number of participants with account balances	2009-01-01	1

Financial Data on TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP

Measure	Date	Value
2023 : TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2023 401k financial data
Total income from all sources	2023-12-31	$17,164
Expenses. Total of all expenses incurred	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$176,864
Total plan assets at beginning of year	2023-12-31	$159,700
Total contributions received or receivable from participants	2023-12-31	$12,000
Other income received	2023-12-31	$5,164
Net income (gross income less expenses)	2023-12-31	$17,164
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$176,864
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$159,700
Assets. Value of employer securities	2023-12-31	$115,000
2022 : TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2022 401k financial data
Total income from all sources	2022-12-31	$10,089
Expenses. Total of all expenses incurred	2022-12-31	$16,905
Total plan assets at end of year	2022-12-31	$159,700
Total plan assets at beginning of year	2022-12-31	$166,516
Total contributions received or receivable from participants	2022-12-31	$9,600
Expenses. Other expenses not covered elsewhere	2022-12-31	$16,905
Other income received	2022-12-31	$489
Net income (gross income less expenses)	2022-12-31	$-6,816
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$159,700
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$166,516
Assets. Value of employer securities	2022-12-31	$115,000
2021 : TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2021 401k financial data
Total income from all sources	2021-12-31	$5,285
Expenses. Total of all expenses incurred	2021-12-31	$117,473
Total plan assets at end of year	2021-12-31	$165,516
Total plan assets at beginning of year	2021-12-31	$277,704
Total contributions received or receivable from participants	2021-12-31	$5,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$117,473
Other income received	2021-12-31	$285
Net income (gross income less expenses)	2021-12-31	$-112,188
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$165,516
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$277,704
Assets. Value of employer securities	2021-12-31	$115,000
2020 : TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2020 401k financial data
Total income from all sources	2020-12-31	$3,556
Expenses. Total of all expenses incurred	2020-12-31	$106
Total plan assets at end of year	2020-12-31	$281,048
Total plan assets at beginning of year	2020-12-31	$277,598
Total contributions received or receivable from participants	2020-12-31	$3,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$106
Other income received	2020-12-31	$556
Net income (gross income less expenses)	2020-12-31	$3,450
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$281,048
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$277,598
Assets. Value of employer securities	2020-12-31	$243,000
2019 : TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2019 401k financial data
Total income from all sources	2019-12-31	$10,155
Expenses. Total of all expenses incurred	2019-12-31	$10
Total plan assets at end of year	2019-12-31	$277,598
Total plan assets at beginning of year	2019-12-31	$267,453
Total contributions received or receivable from participants	2019-12-31	$2,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Other income received	2019-12-31	$8,155
Net income (gross income less expenses)	2019-12-31	$10,145
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$277,598
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$267,453
Assets. Value of employer securities	2019-12-31	$243,000
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$10
2018 : TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2018 401k financial data
Total income from all sources	2018-12-31	$3,932
Expenses. Total of all expenses incurred	2018-12-31	$3,372
Total plan assets at end of year	2018-12-31	$267,453
Total plan assets at beginning of year	2018-12-31	$266,893
Total contributions received or receivable from participants	2018-12-31	$3,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$3,358
Other income received	2018-12-31	$932
Net income (gross income less expenses)	2018-12-31	$560
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$267,453
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$266,893
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$14
2017 : TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2017 401k financial data
Total income from all sources	2017-12-31	$4,343
Expenses. Total of all expenses incurred	2017-12-31	$83
Total plan assets at end of year	2017-12-31	$269,968
Total plan assets at beginning of year	2017-12-31	$265,708
Total contributions received or receivable from participants	2017-12-31	$3,075
Other income received	2017-12-31	$1,268
Net income (gross income less expenses)	2017-12-31	$4,260
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$269,968
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$265,708
Assets. Value of employer securities	2017-12-31	$243,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$83
2016 : TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2016 401k financial data
Total income from all sources	2016-12-31	$2,962
Expenses. Total of all expenses incurred	2016-12-31	$225
Total plan assets at end of year	2016-12-31	$266,126
Total plan assets at beginning of year	2016-12-31	$263,389
Total contributions received or receivable from participants	2016-12-31	$3,000
Other income received	2016-12-31	$-38
Net income (gross income less expenses)	2016-12-31	$2,737
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$266,126
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$263,389
Assets. Value of employer securities	2016-12-31	$243,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$225
2015 : TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2015 401k financial data
Transfers to/from the plan	2015-12-31	$171
Total income from all sources	2015-12-31	$2,485
Expenses. Total of all expenses incurred	2015-12-31	$95
Total plan assets at end of year	2015-12-31	$263,389
Total plan assets at beginning of year	2015-12-31	$260,828
Other income received	2015-12-31	$-515
Net income (gross income less expenses)	2015-12-31	$2,390
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$263,389
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$260,828
Assets. Value of employer securities	2015-12-31	$243,000
Total contributions received or receivable from employer(s)	2015-12-31	$3,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$95
2014 : TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2014 401k financial data
Transfers to/from the plan	2014-12-31	$190
Total income from all sources	2014-12-31	$4,111
Expenses. Total of all expenses incurred	2014-12-31	$116
Total plan assets at end of year	2014-12-31	$260,828
Total plan assets at beginning of year	2014-12-31	$256,643
Other income received	2014-12-31	$1,111
Net income (gross income less expenses)	2014-12-31	$3,995
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$260,828
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$256,643
Assets. Value of employer securities	2014-12-31	$243,000
Total contributions received or receivable from employer(s)	2014-12-31	$3,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$116
2013 : TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2013 401k financial data
Total income from all sources	2013-12-31	$5,743
Expenses. Total of all expenses incurred	2013-12-31	$80
Total plan assets at end of year	2013-12-31	$256,643
Total plan assets at beginning of year	2013-12-31	$250,980
Other income received	2013-12-31	$5,743
Net income (gross income less expenses)	2013-12-31	$5,663
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$256,643
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$250,980
Assets. Value of employer securities	2013-12-31	$243,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$80
2012 : TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2012 401k financial data
Total income from all sources	2012-12-31	$34,264
Expenses. Total of all expenses incurred	2012-12-31	$80
Total plan assets at end of year	2012-12-31	$250,980
Total plan assets at beginning of year	2012-12-31	$216,796
Total contributions received or receivable from participants	2012-12-31	$3,000
Other income received	2012-12-31	$31,264
Net income (gross income less expenses)	2012-12-31	$34,184
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$250,980
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$216,796
Assets. Value of employer securities	2012-12-31	$242,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$80
2011 : TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2011 401k financial data
Total income from all sources	2011-12-31	$-340
Total plan assets at end of year	2011-12-31	$240,016
Total plan assets at beginning of year	2011-12-31	$240,356
Other income received	2011-12-31	$-340
Net income (gross income less expenses)	2011-12-31	$-340
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$240,016
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$240,356
Assets. Value of employer securities	2011-12-31	$234,220
2010 : TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2010 401k financial data
Total income from all sources	2010-12-31	$1,133
Total plan assets at end of year	2010-12-31	$240,191
Total plan assets at beginning of year	2010-12-31	$239,058
Other income received	2010-12-31	$1,133
Net income (gross income less expenses)	2010-12-31	$1,133
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$240,191
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$239,058

Form 5500 Responses for TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP

2023: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2012: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: TRI-W HOLDINGS & INVESTMENTS, INC. 401(K)PSP 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TRI-W HOLDINGS & INVESTMENTS, INC.
Employer identification number (EIN):	205715745
NAIC Classification:	523900

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2006-10-16
Company Identification Number:	0800720750
Legal Registered Office Address:	27207 BUFFALO HILLS LN FULSHEAR United States of America (USA) 77441