The Trade Group, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (The Trade Group, 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, The Trade Group, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by The Trade Group, Inc. under EIN 75-2186454 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $13,881,119 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Trade Group, Inc.
- EIN
- 75-2186454
- Plan number
- 001
- Plan type
- 2
- Location
- Grapevine, TX
- Latest filing year
- 2023
- Participants
- 172
- End-of-year plan assets
- $13,881,119
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 172 | H, C | 20240719141104NAL0007320721001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,881,119
- Net assets (EOY)
- $13,881,119
- Net assets (BOY)
- $10,449,880
Income & contributions
- Employer contributions
- $455,730
- Participant contributions
- $1,003,791
- Total contributions
- $1,488,755
- Total income / additions
- $3,765,316
Expenses & distributions
- Benefits paid
- $284,543
- Administrative expenses
- $35,967
- Total expenses
- $334,077
- Net increase / (decrease)
- $3,431,239
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Definiti LLC | CONTRACT ADMIN | $16,261 | $0 | 2023 |
| Gallagher Benefit Services Inc. | INVESTMENT ADVISOR | $15,000 | $0 | 2023 |
| Pricekubecka Pllc | AUDITOR | $8,750 | $0 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Trade Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Grapevine, TX
- Definiti LLC — Schedule C compensation
- Gallagher Benefit Services Inc. — Schedule C compensation
- Pricekubecka Pllc — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation