2023 Form 5500 filing — Trace-A-Matic/Afw/D&H Industries Employees Retirement 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 20250430143105NAL0001349107001) for Trace-A-Matic/Afw/D&H Industries Employees Retirement Plan, reported by Trace-A-Matic Corporation under EIN 39-1103834 and plan number 001. It reports 443 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250430143105NAL0001349107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trace-A-Matic Corporation
- EIN
- 39-1103834
- Plan number
- 001
- Location
- Brookfield, WI
- Participants
- 443
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,331,560
- Total liabilities (EOY)
- $4,324
- Net assets (EOY)
- $32,327,236
- Employer contributions
- $915,739
- Participant contributions
- $1,959,061
- Total income / additions
- $9,041,443
- Benefits paid
- $5,124,749
- Administrative expenses
- $94,922
- Total expenses
- $5,219,671
- Net increase / (decrease)
- $3,821,772
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Financial, N.A. | NONE | $64,376 | $0 |
| Harbour Investments Inc | NONE | $30,546 | not reported in the loaded dataset |