Murray & Trettel, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Murray & Trettel, 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, Murray & Trettel, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Murray & Trettel, Inc. under EIN 36-2540914 and plan number 001. The latest loaded filing year is 2023. The filing reports 23 participants and $1,788,490 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Murray & Trettel, Inc.
- EIN
- 36-2540914
- Plan number
- 001
- Plan type
- 2
- Location
- Palatine, IL
- Latest filing year
- 2023
- Participants
- 23
- End-of-year plan assets
- $1,788,490
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 23 | I | 20240926153657NAL0001559872001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,788,490
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,788,490
- Net assets (BOY)
- $1,961,585
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $71,173
- Total income / additions
- $242,511
Expenses & distributions
- Benefits paid
- $415,606
- Administrative expenses
- $0
- Total expenses
- $415,606
- Net increase / (decrease)
- -$173,095
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.