R.W. Troxell & Company 401(K) Profit Sharing Plan — Form 5500 plan (R.W. Troxell & Company)
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, R.W. Troxell & Company 401(K) Profit Sharing Plan is a benefit plan reported by R.W. Troxell & Company under EIN 37-0902741 and plan number 002. The latest loaded filing year is 2023. The filing reports 123 participants and $15,841,759 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- R.W. Troxell & Company
- EIN
- 37-0902741
- Plan number
- 002
- Plan type
- 2
- Location
- Springfield, IL
- Latest filing year
- 2023
- Participants
- 123
- End-of-year plan assets
- $15,841,759
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 123 | H, C | 20241014133135NAL0027396801001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,841,759
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,841,759
- Net assets (BOY)
- $15,019,736
Income & contributions
- Employer contributions
- $346,494
- Participant contributions
- $706,622
- Total contributions
- $1,340,490
- Total income / additions
- $4,168,871
Expenses & distributions
- Benefits paid
- $3,274,813
- Administrative expenses
- $72,035
- Total expenses
- $3,346,848
- Net increase / (decrease)
- $822,023
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Crumly And Associates Incorporated, | NONE | $21,759 | not reported in the loaded dataset | 2023 |
| Fiduciary Consulting Group, Inc | NONE | $21,759 | not reported in the loaded dataset | 2023 |
| Ameritas Life Insurance Corp | NONE | $13,517 | not reported in the loaded dataset | 2023 |
| Kerber, Eck & Braeckel Llp | NONE | $10,350 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $4,651 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for R.W. Troxell & Company
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Springfield, IL
- Crumly And Associates Incorporated, — Schedule C compensation
- Fiduciary Consulting Group, Inc — Schedule C compensation
- Ameritas Life Insurance Corp — Schedule C compensation
- Kerber, Eck & Braeckel Llp — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation