2023 Form 5500 filing — Try-It Distributing Company, Inc & Subsidiaries Cash Or Deferred 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 20241008100253NAL0008240499001) for Try-It Distributing Company, Inc & Subsidiaries Cash Or Deferred Plan, reported by Try-It Distributing Company, Inc under EIN 16-0666490 and plan number 001. It reports 903 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241008100253NAL0008240499001
Filing year
2023
Form type
2
Plan sponsor
Try-It Distributing Company, Inc
EIN
16-0666490
Plan number
001
Location
Lancaster, NY
Participants
903
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$46,770,821
Total liabilities (EOY)
$0
Net assets (EOY)
$46,770,821
Employer contributions
$687,923
Participant contributions
$2,443,963
Total income / additions
$10,046,493
Benefits paid
$7,140,509
Administrative expenses
$122,425
Total expenses
$7,262,934
Net increase / (decrease)
$2,783,559
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$122,424$0

Related Form 5500 pages