2023 Form 5500 filing — Trade Supply Group, Inc. 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 20241015150333NAL0058310706001) for Trade Supply Group, Inc. 401(K) Profit Sharing Plan, reported by Trade Supply Group, LLC under EIN 20-5209264 and plan number 001. It reports 432 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015150333NAL0058310706001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trade Supply Group, LLC
- EIN
- 20-5209264
- Plan number
- 001
- Location
- New York, NY
- Participants
- 432
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,977,478
- Total liabilities (EOY)
- $14,588
- Net assets (EOY)
- $20,962,890
- Employer contributions
- $277,875
- Participant contributions
- $1,434,771
- Total income / additions
- $6,459,087
- Benefits paid
- $1,750,552
- Administrative expenses
- $68,087
- Total expenses
- $1,818,639
- Net increase / (decrease)
- $4,640,448
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Equitable Advisors LLC | FINANCIAL ADVISOR | $36,283 | not reported in the loaded dataset |
| Penserv Plan Services | RECORDKEEPER | $19,948 | not reported in the loaded dataset |
| Mg Trust Company, LLC | CUSTODIAL | $7,012 | not reported in the loaded dataset |