2023 Form 5500 filing — Tronconi Segarra & Associates Llp 401(K) Profit Sharing 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 20241015092634NAL0047192688001) for Tronconi Segarra & Associates Llp 401(K) Profit Sharing Plan, reported by Tronconi Segarra & Associates Llp under EIN 04-3728817 and plan number 001. It reports 165 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)$16.7MReported net assets$16,676,439
Participants165
Provider compensation$53.4K4 Schedule C row(s)$53,358
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015092634NAL0047192688001
- Plan sponsor
- Tronconi Segarra & Associates Llp
- EIN
- 04-3728817
- Plan number
- 001
- Location
- Williamsville, NY
- Received date
- not reported in the loaded dataset
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)$16.7M total assets
Net assets$16.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $16,676,439
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,676,439
- Employer contributions
- $146,734
- Participant contributions
- $1,042,329
- Total income / additions
- $3,524,810
- Benefits paid
- $546,845
- Administrative expenses
- $58,309
- Total expenses
- $605,154
- Net increase / (decrease)
- $2,919,656
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Waterford Advisors | INVESTMENT ADVISOR | $28,223 | not reported in the loaded dataset |
| Empower Life & Annuity Ins | RECORDKEEPER | $16,850 | $0 |
| Valiant Retire Inc | CONTRACT ADMIN | $6,535 | not reported in the loaded dataset |
| P & A Retirement Plan Services Inc | CONTRACT ADMIN | $1,750 | not reported in the loaded dataset |