Trader Construction Co. Employee Retirement Savings Plan — Form 5500 plan (Trader Construction Co.)
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, Trader Construction Co. Employee Retirement Savings Plan is a benefit plan reported by Trader Construction Co. under EIN 56-1010597 and plan number 001. The latest loaded filing year is 2023. The filing reports 187 participants and $15,621,342 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trader Construction Co.
- EIN
- 56-1010597
- Plan number
- 001
- Plan type
- 2
- Location
- New Bern, NC
- Latest filing year
- 2023
- Participants
- 187
- End-of-year plan assets
- $15,621,342
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 187 | H, C | 20241018100837NAL0057154832001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,621,342
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,621,342
- Net assets (BOY)
- $13,955,408
Income & contributions
- Employer contributions
- $290,904
- Participant contributions
- $771,157
- Total contributions
- $1,065,266
- Total income / additions
- $2,344,614
Expenses & distributions
- Benefits paid
- $677,730
- Administrative expenses
- $950
- Total expenses
- $678,680
- Net increase / (decrease)
- $1,665,934
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Compensation Systems, Inc. | THIRD PARTY ADMINISTRATOR | $0 | $7,214 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPERR | $1,200 | $0 | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $950 | not reported in the loaded dataset | 2023 |