2023 Form 5500 filing — Tronconi Segarra & Associates Llp 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 20241015092634NAL0047192688001) for Tronconi Segarra & Associates Llp 401(K) Profit Sharing Plan, reported by Tronconi Segarra & Associates Llp under EIN 04-3728817 and plan number 001. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015092634NAL0047192688001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tronconi Segarra & Associates Llp
- EIN
- 04-3728817
- Plan number
- 001
- Location
- Williamsville, NY
- Participants
- 165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,676,439
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,676,439
- Employer contributions
- $146,734
- Participant contributions
- $1,042,329
- Total income / additions
- $3,524,810
- Benefits paid
- $546,845
- Administrative expenses
- $58,309
- Total expenses
- $605,154
- Net increase / (decrease)
- $2,919,656
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Waterford Advisors | INVESTMENT ADVISOR | $28,223 | not reported in the loaded dataset |
| Empower Life & Annuity Ins | RECORDKEEPER | $16,850 | $0 |
| Valiant Retire Inc | CONTRACT ADMIN | $6,535 | not reported in the loaded dataset |
| P & A Retirement Plan Services Inc | CONTRACT ADMIN | $1,750 | not reported in the loaded dataset |