2023 Form 5500 filing — Tracey Road Equipment, Inc. Employees 401(K) And Psp
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 20240726091927NAL0015739265001) for Tracey Road Equipment, Inc. Employees 401(K) And Psp, reported by Tracey Road Equipment, Inc. under EIN 16-1058204 and plan number 001. It reports 283 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726091927NAL0015739265001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tracey Road Equipment, Inc.
- EIN
- 16-1058204
- Plan number
- 001
- Location
- East Syracuse, NY
- Participants
- 283
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,060,980
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,060,980
- Employer contributions
- $424,359
- Participant contributions
- $1,047,480
- Total income / additions
- $3,662,887
- Benefits paid
- $1,464,663
- Administrative expenses
- $105,732
- Total expenses
- $1,570,395
- Net increase / (decrease)
- $2,092,492
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER/BOOKKEEPER | $63,312 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $42,420 | $0 |
| Pinnacle Investments Inc | INVESTMENT ADVISORY | $0 | $15,320 |