2023 Form 5500 filing — R.W. Troxell & Company 401(K) Profit Sharing 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 20241014133135NAL0027396801001) for R.W. Troxell & Company 401(K) Profit Sharing Plan, reported by R.W. Troxell & Company under EIN 37-0902741 and plan number 002. It reports 123 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014133135NAL0027396801001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- R.W. Troxell & Company
- EIN
- 37-0902741
- Plan number
- 002
- Location
- Springfield, IL
- Participants
- 123
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,841,759
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,841,759
- Employer contributions
- $346,494
- Participant contributions
- $706,622
- Total income / additions
- $4,168,871
- Benefits paid
- $3,274,813
- Administrative expenses
- $72,035
- Total expenses
- $3,346,848
- Net increase / (decrease)
- $822,023
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Crumly And Associates Incorporated, | NONE | $21,759 | not reported in the loaded dataset |
| Fiduciary Consulting Group, Inc | NONE | $21,759 | not reported in the loaded dataset |
| Ameritas Life Insurance Corp | NONE | $13,517 | not reported in the loaded dataset |
| Kerber, Eck & Braeckel Llp | NONE | $10,350 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $4,651 | $0 |