2023 Form 5500 filing — Tradition America Holdings, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240712101705NAL0035578562001) for Tradition America Holdings, Inc. 401(K) Plan, reported by Tradition America Holdings, Inc. under EIN 46-3751863 and plan number 001. It reports 623 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240712101705NAL0035578562001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tradition America Holdings, Inc.
- EIN
- 46-3751863
- Plan number
- 001
- Location
- New York, NY
- Participants
- 623
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $179,374,450
- Total liabilities (EOY)
- $35
- Net assets (EOY)
- $179,374,415
- Employer contributions
- $1,592,122
- Participant contributions
- $6,532,807
- Total income / additions
- $37,179,929
- Benefits paid
- $17,463,342
- Administrative expenses
- $126,109
- Total expenses
- $17,589,451
- Net increase / (decrease)
- $19,590,478
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cmc Advisors, Inc. | NONE | $82,699 | not reported in the loaded dataset |
| Uhy Llp | NONE | $30,750 | not reported in the loaded dataset |
| Cmc Interactive, LLC | NONE | $12,660 | not reported in the loaded dataset |