Trott Law, P.C. Profit Sharing Plan And Trust — Form 5500 plan (Trott Law, P.C.)

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, Trott Law, P.C. Profit Sharing Plan And Trust is a benefit plan reported by Trott Law, P.C. under EIN 38-2482861 and plan number 002. The latest loaded filing year is 2023. The filing reports 164 participants and $15,373,888 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trott Law, P.C.
EIN
38-2482861
Plan number
002
Plan type
2
Location
Farmington Hills, MI
Latest filing year
2023
Participants
164
End-of-year plan assets
$15,373,888

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023164H, C20240924113618NAL0017414688001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,373,888
Total liabilities (EOY)
$0
Net assets (EOY)
$15,373,888
Net assets (BOY)
$13,646,212

Income & contributions

Employer contributions
$88,238
Participant contributions
$658,794
Total contributions
$936,148
Total income / additions
$3,560,338

Expenses & distributions

Benefits paid
$1,783,916
Administrative expenses
$48,746
Total expenses
$1,832,662
Net increase / (decrease)
$1,727,676

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gregory J Schwartz & Co IncADVISOR$32,366not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$16,380$02023

Related Form 5500 pages