2023 Form 5500 filing — Trodat/Trotec 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 20241011130702NAL0043757426001) for Trodat/Trotec Retirement Plan, reported by Trodat Usa, Inc. under EIN 20-3075088 and plan number 003. It reports 223 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)$15.4MReported net assets$15,366,632
Participants223
Provider compensation$3.5K1 Schedule C row(s)$3,550
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011130702NAL0043757426001
Plan sponsor
Trodat Usa, Inc.
EIN
20-3075088
Plan number
003
Location
Somerset, NJ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$15.4M total assets
Net assets$15.4MLiabilities$0
Money in vs. money out
Total income / additions$4.4M
Total expenses$2.3M
Benefits paid / distributions$2.3M
Contributions
Employer$386.5K
Participant$1.1M
Full reported line items
Total assets (EOY)
$15,366,632
Total liabilities (EOY)
$0
Net assets (EOY)
$15,366,632
Employer contributions
$386,501
Participant contributions
$1,062,464
Total income / additions
$4,350,083
Benefits paid
$2,291,895
Administrative expenses
$3,550
Total expenses
$2,295,445
Net increase / (decrease)
$2,054,638
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $3.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011130702NAL0043757426001 cover?
It is the 2023 Form 5500 filing for Trodat/Trotec Retirement Plan, reported by Trodat Usa, Inc. (EIN 20-3075088).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages