2023 Form 5500 filing — William S. Trimble Company, Inc. Profit Sharing Plan & Trust
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 20241011075222NAL0012270771001) for William S. Trimble Company, Inc. Profit Sharing Plan & Trust, reported by William S. Trimble Company, Inc. under EIN 62-0460703 and plan number 001. It reports 209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011075222NAL0012270771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- William S. Trimble Company, Inc.
- EIN
- 62-0460703
- Plan number
- 001
- Location
- Knoxville, TN
- Participants
- 209
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,641,405
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,641,405
- Employer contributions
- $293,087
- Participant contributions
- $373,895
- Total income / additions
- $1,596,587
- Benefits paid
- $1,215,393
- Administrative expenses
- $54,112
- Total expenses
- $1,273,461
- Net increase / (decrease)
- $323,126
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Home Federal Bank Of Tennessee | PLAN TRUSTEE AND ADVISOR | $20,690 | not reported in the loaded dataset |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $13,851 | $0 |
| Coulter & Justus, Pc | AUDITOR | $12,000 | not reported in the loaded dataset |
| Tennessee Pension Administrators | CONTRACT ADMINISTRATOR | $8,867 | not reported in the loaded dataset |