Trefz Corporation & Its Affiliates Profit Sharing 401(K) Plan — Form 5500 plan (Trefz Corporation)
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, Trefz Corporation & Its Affiliates Profit Sharing 401(K) Plan is a benefit plan reported by Trefz Corporation under EIN 06-0862427 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,238 participants and $20,402,662 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trefz Corporation
- EIN
- 06-0862427
- Plan number
- 001
- Plan type
- 2
- Location
- Bridgeport, CT
- Latest filing year
- 2023
- Participants
- 1,238
- End-of-year plan assets
- $20,402,662
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,238 | H, C | 20240626084726NAL0009219633001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,402,662
- Net assets (EOY)
- $20,402,662
- Net assets (BOY)
- $18,219,842
Income & contributions
- Employer contributions
- $195,499
- Participant contributions
- $629,309
- Total contributions
- $824,808
- Total income / additions
- $3,604,269
Expenses & distributions
- Benefits paid
- $1,347,815
- Administrative expenses
- $73,634
- Total expenses
- $1,421,449
- Net increase / (decrease)
- $2,182,820
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus | RECORDKEEPER | $20,594 | $0 | 2023 |
| Smithbridge Asset Management Inc | INVESTMENT MANAGER | $18,059 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer Pllc | AUDITOR | $14,270 | not reported in the loaded dataset | 2023 |
| Wilmington Trust | CUSTODIAN | $12,492 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trefz Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Bridgeport, CT
- Ascensus — Schedule C compensation
- Smithbridge Asset Management Inc — Schedule C compensation
- Caron & Bletzer Pllc — Schedule C compensation
- Wilmington Trust — Schedule C compensation