Trumbull Industries, Inc. Employees' Profit Sharing Plan — Form 5500 plan (Trumbull Industries, 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, Trumbull Industries, Inc. Employees' Profit Sharing Plan is a benefit plan reported by Trumbull Industries, Inc. under EIN 34-0653551 and plan number 001. The latest loaded filing year is 2023. The filing reports 305 participants and $17,030,983 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trumbull Industries, Inc.
EIN
34-0653551
Plan number
001
Plan type
2
Location
Warren, OH
Latest filing year
2023
Participants
305
End-of-year plan assets
$17,030,983

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023305H, C20241024102549NAL0000615523001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,030,983
Total liabilities (EOY)
$0
Net assets (EOY)
$17,030,983
Net assets (BOY)
$17,129,200

Income & contributions

Employer contributions
$217,894
Participant contributions
$1,107,594
Total contributions
$1,401,221
Total income / additions
$3,910,264

Expenses & distributions

Benefits paid
$3,977,250
Administrative expenses
$27,425
Total expenses
$4,008,481
Net increase / (decrease)
-$98,217

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gary BaurerADVISOR$30,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$6,533$02023

Related Form 5500 pages