Tronconi Segarra & Associates Llp 401(K) Profit Sharing Plan — Form 5500 plan (Tronconi Segarra & Associates Llp)
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, Tronconi Segarra & Associates Llp 401(K) Profit Sharing Plan is a benefit plan reported by Tronconi Segarra & Associates Llp under EIN 04-3728817 and plan number 001. The latest loaded filing year is 2023. The filing reports 165 participants and $16,676,439 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tronconi Segarra & Associates Llp
- EIN
- 04-3728817
- Plan number
- 001
- Plan type
- 2
- Location
- Williamsville, NY
- Latest filing year
- 2023
- Participants
- 165
- End-of-year plan assets
- $16,676,439
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 165 | H, C | 20241015092634NAL0047192688001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,676,439
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,676,439
- Net assets (BOY)
- $13,756,783
Income & contributions
- Employer contributions
- $146,734
- Participant contributions
- $1,042,329
- Total contributions
- $1,231,896
- Total income / additions
- $3,524,810
Expenses & distributions
- Benefits paid
- $546,845
- Administrative expenses
- $58,309
- Total expenses
- $605,154
- Net increase / (decrease)
- $2,919,656
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Waterford Advisors | INVESTMENT ADVISOR | $28,223 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Ins | RECORDKEEPER | $16,850 | $0 | 2023 |
| Valiant Retire Inc | CONTRACT ADMIN | $6,535 | not reported in the loaded dataset | 2023 |
| P & A Retirement Plan Services Inc | CONTRACT ADMIN | $1,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tronconi Segarra & Associates Llp
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Williamsville, NY
- Waterford Advisors — Schedule C compensation
- Empower Life & Annuity Ins — Schedule C compensation
- Valiant Retire Inc — Schedule C compensation
- P & A Retirement Plan Services Inc — Schedule C compensation