Terracycle Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Terracycle, 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, Terracycle Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Terracycle, Inc. under EIN 13-4261131 and plan number 001. The latest loaded filing year is 2023. The filing reports 243 participants and $7,228,371 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Terracycle, Inc.
- EIN
- 13-4261131
- Plan number
- 001
- Plan type
- 2
- Location
- Trenton, NJ
- Latest filing year
- 2023
- Participants
- 243
- End-of-year plan assets
- $7,228,371
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 243 | H, C | 20241009121927NAL0032609312001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,228,371
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,228,371
- Net assets (BOY)
- $5,865,243
Income & contributions
- Employer contributions
- $439,038
- Participant contributions
- $829,643
- Total contributions
- $1,440,557
- Total income / additions
- $2,511,410
Expenses & distributions
- Benefits paid
- $1,110,572
- Administrative expenses
- $31,618
- Total expenses
- $1,148,282
- Net increase / (decrease)
- $1,363,128
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $17,382 | $0 | 2023 |
| Key Client Fiduciary Advisors LLC | INVESTMENT ADVISOR | $12,230 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,756 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | OTHER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Terracycle, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Trenton, NJ
- Empower Annuity Insurance Company O — Schedule C compensation
- Key Client Fiduciary Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Gwfs Equities Inc — Schedule C compensation