Trout, Ebersole & Groff, Llp — 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, Trout, Ebersole & Groff, Llp (EIN 23-1551315) is a plan sponsor located in Lancaster, PA 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
23-1551315
Location
Lancaster, PA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$35,223,038
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$35,223,038

Contributions & income

Employer contributions
$1,020,271
Participant contributions
$1,203,040
Total income / additions
$7,817,667

Expenses & distributions

Benefits paid / distributions
$733,927
Total expenses
$736,777
Net increase / (decrease)
$7,080,890

Coverage

Total reported participants
285
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

Trout, Ebersole & Groff, Llp plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Trout Ebersole & Groff, Llp Retirement Savings Plan002154$35,223,0382023
Trout, Ebersole & Groff, Llp Group Insurance Plan501131not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Trout, Ebersole & Groff, Llp
YearPlanParticipantsSchedulesFiling
2023Trout Ebersole & Groff, Llp Retirement Savings Plan154H, C20250606131333NAL0021615424001
2023Trout, Ebersole & Groff, Llp Group Insurance Plan13120250623184809NAL0016054578001

Related Form 5500 pages