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, Traders General Agency, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Traders General Agency, Inc. under EIN 26-3538168 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $4,921,646 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,921,646
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,921,646
- Net assets (BOY)
- $4,029,276
Income & contributions
- Employer contributions
- $72,349
- Participant contributions
- $393,989
- Total contributions
- $484,506
- Total income / additions
- $1,222,974
Expenses & distributions
- Benefits paid
- $293,618
- Administrative expenses
- $36,986
- Total expenses
- $330,604
- Net increase / (decrease)
- $892,370