2023 Form 5500 filing — Trim-Rite Food Corporation Retirement Savings Plan And Trust
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 20240917125401NAL0006632786001) for Trim-Rite Food Corporation Retirement Savings Plan And Trust, reported by Trim-Rite, Inc. under EIN 36-3873555 and plan number 002. It reports 749 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917125401NAL0006632786001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trim-Rite, Inc.
- EIN
- 36-3873555
- Plan number
- 002
- Location
- Carpentersville, IL
- Participants
- 749
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,972,711
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,972,711
- Employer contributions
- $398,442
- Participant contributions
- $764,051
- Total income / additions
- $4,694,231
- Benefits paid
- $1,449,154
- Administrative expenses
- $85,617
- Total expenses
- $1,534,771
- Net increase / (decrease)
- $3,159,460
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameriprise Financial Services, Inc. | BROKER DEALER | $0 | $33,544 |
| Voya Retirement Ins. And Annuity Co | SERVICE PROVIDER | $0 | $0 |