2023 Form 5500 filing — The Trade Group, Inc. 401(K) Profit Sharing 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 20240719141104NAL0007320721001) for The Trade Group, Inc. 401(K) Profit Sharing Plan, reported by The Trade Group, Inc. under EIN 75-2186454 and plan number 001. It reports 172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240719141104NAL0007320721001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Trade Group, Inc.
- EIN
- 75-2186454
- Plan number
- 001
- Location
- Grapevine, TX
- Participants
- 172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,881,119
- Net assets (EOY)
- $13,881,119
- Employer contributions
- $455,730
- Participant contributions
- $1,003,791
- Total income / additions
- $3,765,316
- Benefits paid
- $284,543
- Administrative expenses
- $35,967
- Total expenses
- $334,077
- Net increase / (decrease)
- $3,431,239
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Definiti LLC | CONTRACT ADMIN | $16,261 | $0 |
| Gallagher Benefit Services Inc. | INVESTMENT ADVISOR | $15,000 | $0 |
| Pricekubecka Pllc | AUDITOR | $8,750 | $0 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $0 | $0 |