2023 Form 5500 filing — Trabon Companies 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 20241004123958NAL0012220401001) for Trabon Companies 401(K) Plan, reported by Trabon Printing Company, Inc. under EIN 43-1128730 and plan number 001. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004123958NAL0012220401001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trabon Printing Company, Inc.
- EIN
- 43-1128730
- Plan number
- 001
- Location
- Kansas City, MO
- Participants
- 127
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,892,315
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,892,315
- Employer contributions
- $68,504
- Participant contributions
- $546,393
- Total income / additions
- $3,332,433
- Benefits paid
- $840,286
- Administrative expenses
- $27,850
- Total expenses
- $878,450
- Net increase / (decrease)
- $2,453,983
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $14,962 | not reported in the loaded dataset |
| Pickett, Chaney & Mcmullen Llp | OTHER | $11,350 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $1,538 | $0 |