2023 Form 5500 filing — Trachte Building Systems, Inc. 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 20241014162227NAL0027847521001) for Trachte Building Systems, Inc. 401(K) Plan, reported by Trachte Building Systems, Inc. under EIN 39-0662360 and plan number 003. It reports 273 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$28.1MReported net assets$28,070,123
Participants273
Provider compensationNone reported1 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014162227NAL0027847521001
Plan sponsor
Trachte Building Systems, Inc.
EIN
39-0662360
Plan number
003
Location
Sun Praire, WI
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$28.1M total assets
Net assets$28.1MLiabilities$0
Money in vs. money out
Total income / additions$8M
Total expenses$1.5M
Benefits paid / distributions$1.4M
Contributions
Employer$1M
Participant$1.3M
Full reported line items
Total assets (EOY)
$28,070,123
Total liabilities (EOY)
$0
Net assets (EOY)
$28,070,123
Employer contributions
$1,000,982
Participant contributions
$1,319,970
Total income / additions
$7,968,865
Benefits paid
$1,416,376
Administrative expenses
$1,528
Total expenses
$1,531,372
Net increase / (decrease)
$6,437,493
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct -$4.3K · Indirect $0

Related Form 5500 pages