2023 Form 5500 filing — Tradestation Group, Inc. Employee Savings 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 20241011145758NAL0022112737001) for Tradestation Group, Inc. Employee Savings Retirement Plan, reported by Tradestation Group, Inc. under EIN 65-0977576 and plan number 001. It reports 711 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011145758NAL0022112737001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tradestation Group, Inc.
- EIN
- 65-0977576
- Plan number
- 001
- Location
- Plantation, FL
- Participants
- 711
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $69,382,395
- Total liabilities (EOY)
- $6
- Net assets (EOY)
- $69,382,389
- Employer contributions
- $1,558,602
- Participant contributions
- $5,447,022
- Total income / additions
- $20,535,593
- Benefits paid
- $5,165,713
- Administrative expenses
- $30,788
- Total expenses
- $5,196,501
- Net increase / (decrease)
- $15,339,092
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Investment Services LLC | ADVISOR | $52,825 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $8,859 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$27,515 | $0 |