Tresca Brothers Sand And Gravel, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Tresca Brothers Sand And Gravel, Inc.)
Plain-English plan 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, Tresca Brothers Sand And Gravel, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Tresca Brothers Sand And Gravel, Inc. under EIN 04-2269364 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $12,686,606 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tresca Brothers Sand And Gravel, Inc.
- EIN
- 04-2269364
- Plan number
- 001
- Plan type
- 2
- Location
- Millis, MA
- Latest filing year
- 2023
- Participants
- 139
- End-of-year plan assets
- $12,686,606
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 139 | H, C | 20241008163933NAL0034461458001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,686,606
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,686,606
- Net assets (BOY)
- $11,834,154
Income & contributions
- Employer contributions
- $267,900
- Participant contributions
- $463,902
- Total contributions
- $731,802
- Total income / additions
- $2,040,236
Expenses & distributions
- Benefits paid
- $1,118,539
- Administrative expenses
- $69,245
- Total expenses
- $1,187,784
- Net increase / (decrease)
- $852,452
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $37,453 | not reported in the loaded dataset | 2023 |
| Mma Securities LLC | INVESTMENT ADVISOR | $23,292 | not reported in the loaded dataset | 2023 |
| E J Callahan & Associates LLC | OTHER | $8,500 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tresca Brothers Sand And Gravel, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Millis, MA
- Empower Advisory Group, LLC — Schedule C compensation
- Mma Securities LLC — Schedule C compensation
- E J Callahan & Associates LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation