Trainor Associates, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Trainor Associates, 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, Trainor Associates, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Trainor Associates, Inc. under EIN 16-1339844 and plan number 001. The latest loaded filing year is 2023. The filing reports 29 participants and $4,354,141 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trainor Associates, Inc.
- EIN
- 16-1339844
- Plan number
- 001
- Plan type
- 2
- Location
- New Hartford, NY
- Latest filing year
- 2023
- Participants
- 29
- End-of-year plan assets
- $4,354,141
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 29 | I | 20241018141910NAL0032849969001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,354,141
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,354,141
- Net assets (BOY)
- $3,441,977
Income & contributions
- Employer contributions
- $60,114
- Participant contributions
- $159,266
- Total income / additions
- $969,448
Expenses & distributions
- Benefits paid
- $57,134
- Administrative expenses
- $150
- Total expenses
- $57,284
- Net increase / (decrease)
- $912,164
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.