Trocaire College 401(K) Retirement Savings Plan — Form 5500 plan (Trocaire College)
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, Trocaire College 401(K) Retirement Savings Plan is a benefit plan reported by Trocaire College under EIN 16-0909446 and plan number 003. The latest loaded filing year is 2023. The filing reports 238 participants and $10,605,927 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trocaire College
- EIN
- 16-0909446
- Plan number
- 003
- Plan type
- 2
- Location
- Buffalo, NY
- Latest filing year
- 2023
- Participants
- 238
- End-of-year plan assets
- $10,605,927
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 238 | H, C | 20250211095440NAL0018868977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,605,927
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,605,927
- Net assets (BOY)
- $8,963,406
Income & contributions
- Employer contributions
- $679,598
- Participant contributions
- $584,206
- Total contributions
- $1,614,213
- Total income / additions
- $2,882,952
Expenses & distributions
- Benefits paid
- $1,232,646
- Administrative expenses
- $7,785
- Total expenses
- $1,240,431
- Net increase / (decrease)
- $1,642,521
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Actuarial Consulting Services, Inc. | THIRD PARTY ADMINISTRATO | $0 | $7,095 | 2023 |