Troemner, LLC Cash Or Deferred Profit Sharing Plan And Trust — Form 5500 plan (Troemner, LLC)

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, Troemner, LLC Cash Or Deferred Profit Sharing Plan And Trust is a benefit plan reported by Troemner, LLC under EIN 47-1976482 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $9,509,100 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Troemner, LLC
EIN
47-1976482
Plan number
001
Plan type
2
Location
Thorofare, NJ
Latest filing year
2023
Participants
200
End-of-year plan assets
$9,509,100

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023200H, C20241013101338NAL0012386547001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,509,100
Total liabilities (EOY)
$0
Net assets (EOY)
$9,509,100
Net assets (BOY)
$8,067,238

Income & contributions

Employer contributions
$219,724
Participant contributions
$472,561
Total contributions
$747,462
Total income / additions
$2,341,519

Expenses & distributions

Benefits paid
$852,330
Administrative expenses
$46,158
Total expenses
$899,657
Net increase / (decrease)
$1,441,862

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$32,043$02023
Global Retirement PartnersINVESTMENT/FINANCIAL ADVI$14,114$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages