2023 Form 5500 filing — Trotter, Inc. 401(K) 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 20241015144407NAL0016656499001) for Trotter, Inc. 401(K) Plan, reported by Trotter, Inc. under EIN 47-0580954 and plan number 001. It reports 275 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)$7.7MReported net assets$7,664,154
Participants275
Provider compensation$52.6K3 Schedule C row(s)$52,618
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015144407NAL0016656499001
Plan sponsor
Trotter, Inc.
EIN
47-0580954
Plan number
001
Location
Arcadia, NE
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)$7.7M total assets
Net assets$7.7MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$294K
Benefits paid / distributions$241.3K
Contributions
Employer$188.2K
Participant$462K
Full reported line items
Total assets (EOY)
$7,664,154
Total liabilities (EOY)
$0
Net assets (EOY)
$7,664,154
Employer contributions
$188,177
Participant contributions
$462,036
Total income / additions
$1,576,597
Benefits paid
$241,345
Administrative expenses
$52,617
Total expenses
$293,962
Net increase / (decrease)
$1,282,635
Schedule C

Reported service provider compensation

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

  1. 1
    SERVICE PROVIDER · Direct $49.8K · Indirect $0
  2. 2
    TPA · Direct $2.2K
  3. 3
    INVESTMENT COMPANY · Direct $615

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015144407NAL0016656499001 cover?
It is the 2023 Form 5500 filing for Trotter, Inc. 401(K) Plan, reported by Trotter, Inc. (EIN 47-0580954).
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