Trout Ebersole & Groff, Llp Retirement Savings Plan — Form 5500 plan (Trout, Ebersole & Groff, 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, Trout Ebersole & Groff, Llp Retirement Savings Plan is a benefit plan reported by Trout, Ebersole & Groff, Llp under EIN 23-1551315 and plan number 002. The latest loaded filing year is 2023. The filing reports 154 participants and $35,223,038 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trout, Ebersole & Groff, Llp
- EIN
- 23-1551315
- Plan number
- 002
- Plan type
- 2
- Location
- Lancaster, PA
- Latest filing year
- 2023
- Participants
- 154
- End-of-year plan assets
- $35,223,038
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 154 | H, C | 20250606131333NAL0021615424001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,223,038
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,223,038
- Net assets (BOY)
- $28,142,148
Income & contributions
- Employer contributions
- $1,020,271
- Participant contributions
- $1,203,040
- Total contributions
- $2,270,605
- Total income / additions
- $7,817,667
Expenses & distributions
- Benefits paid
- $733,927
- Administrative expenses
- $2,850
- Total expenses
- $736,777
- Net increase / (decrease)
- $7,080,890
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Retirement & Benefit Systems LLC | THIRD PARTY ADMIN | $0 | $15,407 | 2023 |
| Trout Ebersole & Groff Llp | OTHER-SELF | $2,850 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $1,180 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trout, Ebersole & Groff, Llp
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Lancaster, PA
- Retirement & Benefit Systems LLC — Schedule C compensation
- Trout Ebersole & Groff Llp — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation