Plan5500

Trade Supply Group, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Trade Supply Group, LLC)

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, Trade Supply Group, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Trade Supply Group, LLC under EIN 20-5209264 and plan number 001. The latest loaded filing year is 2023. The filing reports 432 participants and $20,977,478 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trade Supply Group, LLC
EIN
20-5209264
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
432
End-of-year plan assets
$20,977,478

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023432H, C20241015150333NAL0058310706001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,977,478
Total liabilities (EOY)
$14,588
Net assets (EOY)
$20,962,890
Net assets (BOY)
$16,322,442

Income & contributions

Employer contributions
$277,875
Participant contributions
$1,434,771
Total contributions
$3,699,547
Total income / additions
$6,459,087

Expenses & distributions

Benefits paid
$1,750,552
Administrative expenses
$68,087
Total expenses
$1,818,639
Net increase / (decrease)
$4,640,448

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Equitable Advisors LLCFINANCIAL ADVISOR$36,283not reported in the loaded dataset2023
Penserv Plan ServicesRECORDKEEPER$19,948not reported in the loaded dataset2023
Mg Trust Company, LLCCUSTODIAL$7,012not reported in the loaded dataset2023

Related Form 5500 pages