2023 Form 5500 filing — Troy Group, Inc. 401(K) Savings And Investment 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 20241014120028NAL0045875360001) for Troy Group, Inc. 401(K) Savings And Investment Plan, reported by Troy Group, Inc. under EIN 33-0807798 and plan number 002. It reports 196 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014120028NAL0045875360001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Troy Group, Inc.
- EIN
- 33-0807798
- Plan number
- 002
- Location
- Wheeling, WV
- Participants
- 196
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,130,416
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,130,416
- Employer contributions
- $250,137
- Participant contributions
- $696,309
- Total income / additions
- $2,606,127
- Benefits paid
- $816,958
- Administrative expenses
- $19,679
- Total expenses
- $836,637
- Net increase / (decrease)
- $1,769,490
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Shuster Advisory Group LLC | INVESTMENT ADVISOR | $14,584 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $5,086 | $0 |