2023 Form 5500 filing — Traxys North America LLC 401(K) And 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 20241230181012NAL0008798659001) for Traxys North America LLC 401(K) And Profit Sharing Plan, reported by Traxys North America LLC under EIN 20-5425335 and plan number 002. It reports 176 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241230181012NAL0008798659001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Traxys North America LLC
- EIN
- 20-5425335
- Plan number
- 002
- Location
- New York, NY
- Participants
- 176
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,250,640
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,250,640
- Employer contributions
- $2,505,340
- Participant contributions
- $1,713,376
- Total income / additions
- $10,091,434
- Benefits paid
- $2,069,763
- Administrative expenses
- $116,045
- Total expenses
- $2,185,808
- Net increase / (decrease)
- $7,905,626
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $49,348 | $0 |
| The Benefit Practice | TPA | $34,448 | $0 |
| Pkf O'Conner | INVESTMENT ADVISORY | $27,745 | not reported in the loaded dataset |
| Fidelity Investments Instituational | RECORDKEEPER | $4,504 | $0 |