2023 Form 5500 filing — Tel-Tru Manufacturing Company Retirement 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 20240829071231NAL0023877120001) for Tel-Tru Manufacturing Company Retirement Plan, reported by Germanow-Simon Corporation under EIN 16-0723453 and plan number 002. It reports 130 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.1MReported net assets$7,105,593
Participants130
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240829071231NAL0023877120001
Plan sponsor
Germanow-Simon Corporation
EIN
16-0723453
Plan number
002
Location
Rochester, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.1M total assets
Net assets$7.1MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$2.8M
Benefits paid / distributions$2.8M
Contributions
Employer$113.7K
Participant$482K
Full reported line items
Total assets (EOY)
$7,105,593
Total liabilities (EOY)
$0
Net assets (EOY)
$7,105,593
Employer contributions
$113,654
Participant contributions
$481,989
Total income / additions
$2,015,067
Benefits paid
$2,750,859
Administrative expenses
$21,571
Total expenses
$2,773,195
Net increase / (decrease)
-$758,128

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240829071231NAL0023877120001 cover?
It is the 2023 Form 5500 filing for Tel-Tru Manufacturing Company Retirement Plan, reported by Germanow-Simon Corporation (EIN 16-0723453).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages