Tracey Road Equipment, Inc. Employees 401(K) And Psp — Form 5500 plan (Tracey Road Equipment, 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, Tracey Road Equipment, Inc. Employees 401(K) And Psp is a benefit plan reported by Tracey Road Equipment, Inc. under EIN 16-1058204 and plan number 001. The latest loaded filing year is 2023. The filing reports 283 participants and $16,060,980 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tracey Road Equipment, Inc.
- EIN
- 16-1058204
- Plan number
- 001
- Plan type
- 2
- Location
- East Syracuse, NY
- Latest filing year
- 2023
- Participants
- 283
- End-of-year plan assets
- $16,060,980
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 283 | H, C | 20240726091927NAL0015739265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,060,980
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,060,980
- Net assets (BOY)
- $13,968,488
Income & contributions
- Employer contributions
- $424,359
- Participant contributions
- $1,047,480
- Total contributions
- $1,777,212
- Total income / additions
- $3,662,887
Expenses & distributions
- Benefits paid
- $1,464,663
- Administrative expenses
- $105,732
- Total expenses
- $1,570,395
- Net increase / (decrease)
- $2,092,492
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER/BOOKKEEPER | $63,312 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $42,420 | $0 | 2023 |
| Pinnacle Investments Inc | INVESTMENT ADVISORY | $0 | $15,320 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tracey Road Equipment, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in East Syracuse, NY
- Transamerica Life Insurance Company — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Pinnacle Investments Inc — Schedule C compensation