2023 Form 5500 filing — Troemner, LLC Cash Or Deferred Profit Sharing Plan And 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 20241013101338NAL0012386547001) for Troemner, LLC Cash Or Deferred Profit Sharing Plan And Trust, reported by Troemner, LLC under EIN 47-1976482 and plan number 001. It reports 200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013101338NAL0012386547001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Troemner, LLC
- EIN
- 47-1976482
- Plan number
- 001
- Location
- Thorofare, NJ
- Participants
- 200
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,509,100
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,509,100
- Employer contributions
- $219,724
- Participant contributions
- $472,561
- Total income / additions
- $2,341,519
- Benefits paid
- $852,330
- Administrative expenses
- $46,158
- Total expenses
- $899,657
- Net increase / (decrease)
- $1,441,862
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $32,043 | $0 |
| Global Retirement Partners | INVESTMENT/FINANCIAL ADVI | $14,114 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |