2023 Form 5500 filing — Trc Worldwide Engineering 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 20241001052906NAL0006672785001) for Trc Worldwide Engineering 401(K) Plan, reported by Trc Worldwide Engineering under EIN 62-1803853 and plan number 001. It reports 137 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)$12.6MReported net assets$12,592,657
Participants137
Provider compensation$30.8K3 Schedule C row(s)$30,760
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241001052906NAL0006672785001
- Plan sponsor
- Trc Worldwide Engineering
- EIN
- 62-1803853
- Plan number
- 001
- Location
- Brentwood, TN
- 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)$12.6M total assets
Net assets$12.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,592,657
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,592,657
- Employer contributions
- $173,111
- Participant contributions
- $710,670
- Total income / additions
- $2,747,136
- Benefits paid
- $1,678,194
- Administrative expenses
- $30,760
- Total expenses
- $1,714,915
- Net increase / (decrease)
- $1,032,221
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Regions Bank Dba Regions Trust | INVESTMENT/FINANCIAL ADVI | $29,147 | $0 |
| Adp, Inc. | RECORD KEEPER | $1,613 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |