William S. Trimble Company, Inc. Profit Sharing Plan & Trust — Form 5500 plan (William S. Trimble Company, 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, William S. Trimble Company, Inc. Profit Sharing Plan & Trust is a benefit plan reported by William S. Trimble Company, Inc. under EIN 62-0460703 and plan number 001. The latest loaded filing year is 2023. The filing reports 209 participants and $6,641,405 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- William S. Trimble Company, Inc.
- EIN
- 62-0460703
- Plan number
- 001
- Plan type
- 2
- Location
- Knoxville, TN
- Latest filing year
- 2023
- Participants
- 209
- End-of-year plan assets
- $6,641,405
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 209 | H, C | 20241011075222NAL0012270771001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,641,405
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,641,405
- Net assets (BOY)
- $6,318,279
Income & contributions
- Employer contributions
- $293,087
- Participant contributions
- $373,895
- Total contributions
- $674,169
- Total income / additions
- $1,596,587
Expenses & distributions
- Benefits paid
- $1,215,393
- Administrative expenses
- $54,112
- Total expenses
- $1,273,461
- Net increase / (decrease)
- $323,126
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Home Federal Bank Of Tennessee | PLAN TRUSTEE AND ADVISOR | $20,690 | not reported in the loaded dataset | 2023 |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $13,851 | $0 | 2023 |
| Coulter & Justus, Pc | AUDITOR | $12,000 | not reported in the loaded dataset | 2023 |
| Tennessee Pension Administrators | CONTRACT ADMINISTRATOR | $8,867 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for William S. Trimble Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Knoxville, TN
- Home Federal Bank Of Tennessee — Schedule C compensation
- Great-West Life & Annuity Insurance — Schedule C compensation
- Coulter & Justus, Pc — Schedule C compensation
- Tennessee Pension Administrators — Schedule C compensation