2023 Form 5500 filing — Trace Die Cast, Inc. 401(K) Profit Sharing Retirement 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 20241004143840NAL0022949650001) for Trace Die Cast, Inc. 401(K) Profit Sharing Retirement Plan, reported by Trace Die Cast, Inc. under EIN 61-1136668 and plan number 001. It reports 296 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004143840NAL0022949650001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trace Die Cast, Inc.
- EIN
- 61-1136668
- Plan number
- 001
- Location
- Bowling Green, KY
- Participants
- 296
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,766,986
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,766,986
- Employer contributions
- $352,584
- Participant contributions
- $632,838
- Total income / additions
- $2,985,547
- Benefits paid
- $638,119
- Administrative expenses
- $74,248
- Total expenses
- $712,367
- Net increase / (decrease)
- $2,273,180
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Argi Investment Services LLC | ADVISOR | $34,537 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $21,088 | $0 |
| Cerity Partners Retirement Plan | ADVISOR | $17,945 | not reported in the loaded dataset |