Tradebe Environmental Services 401(K) Plan — Form 5500 plan (Tradebe Environmental Services)
Plain-English plan 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, Tradebe Environmental Services 401(K) Plan is a benefit plan reported by Tradebe Environmental Services under EIN 01-0757921 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,091 participants and $56,291,567 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tradebe Environmental Services
- EIN
- 01-0757921
- Plan number
- 001
- Plan type
- 2
- Location
- Merrillville, IN
- Latest filing year
- 2023
- Participants
- 1,091
- End-of-year plan assets
- $56,291,567
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,091 | H, C | 20240906100046NAL0001725282001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,291,567
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,291,567
- Net assets (BOY)
- $46,681,966
Income & contributions
- Employer contributions
- $827,133
- Participant contributions
- $4,584,875
- Total contributions
- $5,784,017
- Total income / additions
- $15,885,888
Expenses & distributions
- Benefits paid
- $6,160,599
- Administrative expenses
- $110,248
- Total expenses
- $6,276,287
- Net increase / (decrease)
- $9,609,601
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Wealth Partners Group | ADVISOR | $54,010 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $47,928 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $8,310 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tradebe Environmental Services
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Merrillville, IN
- Strategic Wealth Partners Group — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation