2023 Form 5500 filing — Traders General Agency, Inc. 401(K) Profit Sharing 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 20240827102128NAL0017421856001) for Traders General Agency, Inc. 401(K) Profit Sharing Plan, reported by Traders General Agency, Inc. under EIN 26-3538168 and plan number 001. It reports 196 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$4.9MReported net assets$4,921,646
Participants196
Provider compensation$29.9K2 Schedule C row(s)$29,932
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240827102128NAL0017421856001
- Plan sponsor
- Traders General Agency, Inc.
- EIN
- 26-3538168
- Plan number
- 001
- Location
- Kansas City, MO
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$4.9M total assets
Net assets$4.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,921,646
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,921,646
- Employer contributions
- $72,349
- Participant contributions
- $393,989
- Total income / additions
- $1,222,974
- Benefits paid
- $293,618
- Administrative expenses
- $36,986
- Total expenses
- $330,604
- Net increase / (decrease)
- $892,370
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mariner Retirement Advisors LLC | INVESTMENT ADVISOR | $17,864 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $12,068 | $0 |