2023 Form 5500 filing — Trace International Holdings, Inc. Retirement Plan For Salaried Employees
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 20240927014029NAL0001704129001) for Trace International Holdings, Inc. Retirement Plan For Salaried Employees, reported by Chf Industries, Inc. under EIN 01-0671659 and plan number 002. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927014029NAL0001704129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chf Industries, Inc.
- EIN
- 01-0671659
- Plan number
- 002
- Location
- Charlotte, NC
- Participants
- 127
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,690,464
- Total liabilities (EOY)
- $3,430
- Net assets (EOY)
- $4,687,034
- Total income / additions
- $558,833
- Benefits paid
- $513,543
- Administrative expenses
- $109,641
- Total expenses
- $623,184
- Net increase / (decrease)
- -$64,351
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pnc Institutional Investments | NONE | $92,265 | $0 |
| Neuberger Berman | NONE | $17,376 | not reported in the loaded dataset |