2023 Form 5500 filing — Tresco, 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 20241015061125NAL0048307552001) for Tresco, Inc. 401(K) Plan, reported by Tresco, Inc. under EIN 85-0201597 and plan number 003. It reports 399 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015061125NAL0048307552001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tresco, Inc.
- EIN
- 85-0201597
- Plan number
- 003
- Location
- Las Cruces, NM
- Participants
- 399
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,267,764
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,267,764
- Employer contributions
- $815,688
- Participant contributions
- $251,890
- Total income / additions
- $1,345,144
- Benefits paid
- $193,315
- Administrative expenses
- $15,464
- Total expenses
- $208,779
- Net increase / (decrease)
- $1,136,365
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide Trust Company | CUSTODIAN | $11,932 | not reported in the loaded dataset |
| Pattison Pension Specialists, Inc. | THIRD PARTY ADMINISTRATO | $3,190 | not reported in the loaded dataset |
| Iron Co Fid 3(21) | not reported in the loaded dataset | $342 | not reported in the loaded dataset |