2023 Form 5500 filing — Tritech Marketing 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 20240924140408NAL0013095905001) for Tritech Marketing 401(K) Plan, reported by Tritech Marketing, LLC under EIN 36-3604568 and plan number 001. It reports 207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924140408NAL0013095905001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tritech Marketing, LLC
- EIN
- 36-3604568
- Plan number
- 001
- Location
- Burr Ridge, IL
- Participants
- 207
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,887,954
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,887,954
- Employer contributions
- $262,033
- Participant contributions
- $1,303,594
- Total income / additions
- $6,532,172
- Benefits paid
- $440,107
- Administrative expenses
- $19,149
- Total expenses
- $471,436
- Net increase / (decrease)
- $6,060,736
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services | FINANCIAL ADVISOR | $0 | $37,321 |
| Howard Simon & Assoc Inc | TPA | $0 | $6,883 |