2023 Form 5500 filing — Trefz Corporation & Its Affiliates Profit Sharing 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240626084726NAL0009219633001) for Trefz Corporation & Its Affiliates Profit Sharing 401(K) Plan, reported by Trefz Corporation under EIN 06-0862427 and plan number 001. It reports 1,238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240626084726NAL0009219633001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trefz Corporation
- EIN
- 06-0862427
- Plan number
- 001
- Location
- Bridgeport, CT
- Participants
- 1,238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,402,662
- Net assets (EOY)
- $20,402,662
- Employer contributions
- $195,499
- Participant contributions
- $629,309
- Total income / additions
- $3,604,269
- Benefits paid
- $1,347,815
- Administrative expenses
- $73,634
- Total expenses
- $1,421,449
- Net increase / (decrease)
- $2,182,820
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus | RECORDKEEPER | $20,594 | $0 |
| Smithbridge Asset Management Inc | INVESTMENT MANAGER | $18,059 | not reported in the loaded dataset |
| Caron & Bletzer Pllc | AUDITOR | $14,270 | not reported in the loaded dataset |
| Wilmington Trust | CUSTODIAN | $12,492 | $0 |