2023 Form 5500 filing — Trafon Group 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 20241013134602NAL0025868337001) for Trafon Group Retirement Plan, reported by Trafon Group, Inc under EIN 66-0564639 and plan number 001. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013134602NAL0025868337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trafon Group, Inc
- EIN
- 66-0564639
- Plan number
- 001
- Location
- Guaynabo, PR
- Participants
- 213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,323,184
- Total liabilities (EOY)
- $15,678
- Net assets (EOY)
- $1,307,506
- Employer contributions
- $40,676
- Participant contributions
- $204,466
- Total income / additions
- $401,231
- Benefits paid
- $66,574
- Administrative expenses
- $17,377
- Total expenses
- $98,629
- Net increase / (decrease)
- $302,602
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $10,766 | $0 |
| Empower Advisory Group LLC | INVESTMENT MNGT | $907 | $0 |
| B Riley Wealth Management Inc | INVESTMENT ADVISOR | $569 | $0 |