2023 Form 5500 filing — Tradebe Environmental Services 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 20240906100046NAL0001725282001) for Tradebe Environmental Services 401(K) Plan, reported by Tradebe Environmental Services under EIN 01-0757921 and plan number 001. It reports 1,091 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906100046NAL0001725282001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tradebe Environmental Services
- EIN
- 01-0757921
- Plan number
- 001
- Location
- Merrillville, IN
- Participants
- 1,091
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,291,567
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,291,567
- Employer contributions
- $827,133
- Participant contributions
- $4,584,875
- Total income / additions
- $15,885,888
- Benefits paid
- $6,160,599
- Administrative expenses
- $110,248
- Total expenses
- $6,276,287
- Net increase / (decrease)
- $9,609,601
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Wealth Partners Group | ADVISOR | $54,010 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $47,928 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $8,310 | not reported in the loaded dataset |