Trollco, Inc. 401(K) Plan — Form 5500 plan (Trollco, 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, Trollco, Inc. 401(K) Plan is a benefit plan reported by Trollco, Inc. under EIN 84-1143232 and plan number 002. The latest loaded filing year is 2023. The filing reports 163 participants and $4,459,259 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trollco, Inc.
- EIN
- 84-1143232
- Plan number
- 002
- Plan type
- 2
- Location
- Windsor, CO
- Latest filing year
- 2023
- Participants
- 163
- End-of-year plan assets
- $4,459,259
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20241015235837NAL0051730832001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,459,259
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,459,259
- Net assets (BOY)
- $3,581,967
Income & contributions
- Employer contributions
- $242,622
- Participant contributions
- $400,890
- Total contributions
- $669,192
- Total income / additions
- $1,295,866
Expenses & distributions
- Benefits paid
- $391,488
- Administrative expenses
- $26,425
- Total expenses
- $418,574
- Net increase / (decrease)
- $877,292
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $22,876 | $0 | 2023 |
| S B H U Life Agency Inc | OTHER SERVICES | $0 | $8,789 | 2023 |
| Ascensus | CONTRACT ADMINISTRATOR | $3,548 | $1,758 | 2023 |
| Morgan Stanley Insurance Services | OTHER SERVICES | $0 | $0 | 2023 |
| Morningstar Investment Management | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trollco, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Windsor, CO
- Principal Life Insurance Company — Schedule C compensation
- S B H U Life Agency Inc — Schedule C compensation
- Ascensus — Schedule C compensation
- Morgan Stanley Insurance Services — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation