2023 Form 5500 filing — Trader Construction Co. Employee Retirement Savings 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 20241018100837NAL0057154832001) for Trader Construction Co. Employee Retirement Savings Plan, reported by Trader Construction Co. under EIN 56-1010597 and plan number 001. It reports 187 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241018100837NAL0057154832001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trader Construction Co.
- EIN
- 56-1010597
- Plan number
- 001
- Location
- New Bern, NC
- Participants
- 187
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,621,342
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,621,342
- Employer contributions
- $290,904
- Participant contributions
- $771,157
- Total income / additions
- $2,344,614
- Benefits paid
- $677,730
- Administrative expenses
- $950
- Total expenses
- $678,680
- Net increase / (decrease)
- $1,665,934
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Compensation Systems, Inc. | THIRD PARTY ADMINISTRATOR | $0 | $7,214 |
| Empower Annuity Insurance Company | RECORDKEEPERR | $1,200 | $0 |
| Empower Advisory Group | INVESTMENT MGMT | $950 | not reported in the loaded dataset |