How many benefit plans does Trefz Corporation report on Form 5500?

Trefz Corporation (EIN 06-0862427) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Trefz Corporation?

The Employer Identification Number (EIN) reported for Trefz Corporation is 06-0862427.

What is the latest Form 5500 filing year for Trefz Corporation?

The latest loaded Form 5500 filing year for Trefz Corporation is 2023.

Trefz Corporation — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Trefz Corporation (EIN 06-0862427) is a plan sponsor located in Bridgeport, CT with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 06-0862427
Location: Bridgeport, CT
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $20,402,662
Total reported net assets (EOY): $20,402,662

Contributions & income

Employer contributions: $195,499
Participant contributions: $629,309
Total income / additions: $3,604,269

Expenses & distributions

Benefits paid / distributions: $1,347,815
Total expenses: $1,421,449
Net increase / (decrease): $2,182,820

Coverage

Total reported participants: 1,418
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Trefz Corporation plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Trefz Corporation & Its Affiliates Profit Sharing 401(K) Plan	001	1,238	$20,402,662	2023
Trefz Corporation And Its Affiliates Employees Benefit Plan	501	180	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Trefz Corporation
Year	Plan	Participants	Schedules	Filing
2023	Trefz Corporation & Its Affiliates Profit Sharing 401(K) Plan	1,238	H, C	20240626084726NAL0009219633001
2023	Trefz Corporation And Its Affiliates Employees Benefit Plan	180	—	20250114065927NAL0011363683001