Who sponsors the Tresca Brothers Sand And Gravel, Inc. Profit Sharing 401(K) Plan?

Tresca Brothers Sand And Gravel, Inc. Profit Sharing 401(K) Plan is reported as sponsored by Tresca Brothers Sand And Gravel, Inc. (EIN 04-2269364, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Tresca Brothers Sand And Gravel, Inc. Profit Sharing 401(K) Plan?

The latest Form 5500 filing year loaded for Tresca Brothers Sand And Gravel, Inc. Profit Sharing 401(K) Plan is 2023.

How many participants does Tresca Brothers Sand And Gravel, Inc. Profit Sharing 401(K) Plan report?

Tresca Brothers Sand And Gravel, Inc. Profit Sharing 401(K) Plan reports 139 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Tresca Brothers Sand And Gravel, Inc. Profit Sharing 401(K) Plan?

Tresca Brothers Sand And Gravel, Inc. Profit Sharing 401(K) Plan reports $12,686,606 in end-of-year plan assets in its latest loaded Form 5500 filing.

Tresca Brothers Sand And Gravel, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Tresca Brothers Sand And Gravel, Inc.)

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, Tresca Brothers Sand And Gravel, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Tresca Brothers Sand And Gravel, Inc. under EIN 04-2269364 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $12,686,606 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12.7MPlan net assets, end of year$12,686,606

Participants139Covered participants reported

Assets / participant$91.3KComputed: assets ÷ participants$91,271 (computed)

Provider compensation$69.2K4 Schedule C provider row(s)$69,245

Plan sponsor: Tresca Brothers Sand And Gravel, Inc.
EIN: 04-2269364
Plan number: 001
Plan type: 2
Location: Millis, MA
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	139	H, C	20241008163933NAL0034461458001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$12.7M total assets

Net assets$12.7MLiabilities$0

Money in vs. money out

Total income / additions$2M

Total expenses$1.2M

Benefits paid / distributions$1.1M

Contributions

Employer$267.9K

Participant$463.9K

Full reported line items

Net assets

Total assets (EOY): $12,686,606
Total liabilities (EOY): $0
Net assets (EOY): $12,686,606
Net assets (BOY): $11,834,154

Income & contributions

Employer contributions: $267,900
Participant contributions: $463,902
Total contributions: $731,802
Total income / additions: $2,040,236

Expenses & distributions

Benefits paid: $1,118,539
Administrative expenses: $69,245
Total expenses: $1,187,784
Net increase / (decrease): $852,452

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

37%63%

Employer 37%Participant 63%

Total expenses ÷ net assets9%Computed ratio

Benefits paid ÷ total income55%Computed ratio

Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Empower Advisory Group, LLC	INVESTMENT MGMT	$37,453	not reported in the loaded dataset	2023
Mma Securities LLC	INVESTMENT ADVISOR	$23,292	not reported in the loaded dataset	2023
E J Callahan & Associates LLC	OTHER	$8,500	not reported in the loaded dataset	2023
Empower Annuity Insurance Company	RECORDKEEPER	$0	$0	2023