Trc Worldwide Engineering 401(K) Plan — Form 5500 plan (Trc Worldwide Engineering)
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, Trc Worldwide Engineering 401(K) Plan is a benefit plan reported by Trc Worldwide Engineering under EIN 62-1803853 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $12,592,657 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trc Worldwide Engineering
- EIN
- 62-1803853
- Plan number
- 001
- Plan type
- 2
- Location
- Brentwood, TN
- Latest filing year
- 2023
- Participants
- 137
- End-of-year plan assets
- $12,592,657
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 137 | H, C | 20241001052906NAL0006672785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,592,657
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,592,657
- Net assets (BOY)
- $11,560,436
Income & contributions
- Employer contributions
- $173,111
- Participant contributions
- $710,670
- Total contributions
- $884,168
- Total income / additions
- $2,747,136
Expenses & distributions
- Benefits paid
- $1,678,194
- Administrative expenses
- $30,760
- Total expenses
- $1,714,915
- Net increase / (decrease)
- $1,032,221
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Regions Bank Dba Regions Trust | INVESTMENT/FINANCIAL ADVI | $29,147 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $1,613 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |