Plan5500

Trade Source, Inc. — 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, Trade Source, Inc. (EIN 13-7045319) is a plan sponsor located in Warwick, RI with 3 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
13-7045319
Location
Warwick, RI
Loaded plans
4
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Trade Source, Inc.

  • 4 loaded plans hold $9.5M in reported assets.
  • The largest, The Contractors Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 2,322 reported participants.
  • 1 of 4 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.5MSummed across loaded plans$9,509,723
Total reported assets$9.5M$9,509,723
Total reported participants2.3K2,322
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$9.5M total assets
Net assets$9.5MLiabilities$0
Contributions & income
Employer contributions$365.8K
Participant contributions$356.9K
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$618.3K
Total expenses$655.2K
Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements1 / 4 (25%)
Plans with provider compensation0 / 4 ()

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%The Contractors Retirement Plan
Participants per plan581Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The Contractors Retirement Plan$9.5M
    Plan #003 · 1,933 participants · 2023
  2. 2
    Trade Source Accident Plannot reported in the loaded dataset
    Plan #504 · 152 participants · 2023
  3. 3
    Trade Source Dental And Vision Plannot reported in the loaded dataset
    Plan #503 · 138 participants · 2023
  4. 4
    Trade Source Welfare Benefit Plannot reported in the loaded dataset
    Plan #502 · 99 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Trade Source, Inc.. Open one for its full reported snapshot.

  1. 2023
    The Contractors Retirement Plan1,933 participants · 2Sch H
    View filing →
  2. 2023
    Trade Source Accident Plan152 participants · 2No schedules
    View filing →
  3. 2023
    Trade Source Dental And Vision Plan138 participants · 2No schedules
    View filing →
  4. 2023
    Trade Source Welfare Benefit Plan99 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Trade Source, Inc. report on Form 5500?
Trade Source, Inc. (EIN 13-7045319) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Trade Source, Inc.?
The Employer Identification Number (EIN) reported for Trade Source, Inc. is 13-7045319.
What is the latest Form 5500 filing year for Trade Source, Inc.?
The latest loaded Form 5500 filing year for Trade Source, Inc. is 2023.

Related Form 5500 pages