2023 Form 5500 filing — Tresca Brothers Sand And Gravel, Inc. Profit Sharing 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 20241008163933NAL0034461458001) for Tresca Brothers Sand And Gravel, Inc. Profit Sharing 401(K) Plan, reported by Tresca Brothers Sand And Gravel, Inc. under EIN 04-2269364 and plan number 001. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008163933NAL0034461458001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tresca Brothers Sand And Gravel, Inc.
- EIN
- 04-2269364
- Plan number
- 001
- Location
- Millis, MA
- Participants
- 139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,686,606
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,686,606
- Employer contributions
- $267,900
- Participant contributions
- $463,902
- Total income / additions
- $2,040,236
- Benefits paid
- $1,118,539
- Administrative expenses
- $69,245
- Total expenses
- $1,187,784
- Net increase / (decrease)
- $852,452
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $37,453 | not reported in the loaded dataset |
| Mma Securities LLC | INVESTMENT ADVISOR | $23,292 | not reported in the loaded dataset |
| E J Callahan & Associates LLC | OTHER | $8,500 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |