2023 Form 5500 filing — Troy Design & Manufacturing Co. Bargaining Unit 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 20240917094531NAL0002601025001) for Troy Design & Manufacturing Co. Bargaining Unit 401(K) Plan, reported by Troy Design & Manufacturing Co. under EIN 38-2362912 and plan number 003. It reports 295 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)$16.1MReported net assets$16,058,395
Participants295
Provider compensation$19K2 Schedule C row(s)$19,028
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240917094531NAL0002601025001
- Plan sponsor
- Troy Design & Manufacturing Co.
- EIN
- 38-2362912
- Plan number
- 003
- Location
- Plymouth, MI
- 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)$16.1M total assets
Net assets$16.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $16,058,395
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,058,395
- Employer contributions
- $248,413
- Participant contributions
- $990,904
- Total income / additions
- $3,296,662
- Benefits paid
- $1,150,039
- Administrative expenses
- $19,028
- Total expenses
- $1,173,974
- Net increase / (decrease)
- $2,122,688
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $10,286 | $0 |
| Rbc Wealth Management | ADVISOR | $8,742 | not reported in the loaded dataset |