Trace Systems Inc. 401(K) Plan — Form 5500 plan (Trace Systems 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, Trace Systems Inc. 401(K) Plan is a benefit plan reported by Trace Systems Inc. under EIN 22-3684941 and plan number 001. The latest loaded filing year is 2023. The filing reports 461 participants and $31,148,920 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trace Systems Inc.
- EIN
- 22-3684941
- Plan number
- 001
- Plan type
- 2
- Location
- Vienna, VA
- Latest filing year
- 2023
- Participants
- 461
- End-of-year plan assets
- $31,148,920
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 461 | H, C | 20241002141431NAL0017411666001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,148,920
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,148,920
- Net assets (BOY)
- $24,390,279
Income & contributions
- Employer contributions
- $1,470,512
- Participant contributions
- $3,591,997
- Total contributions
- $6,029,930
- Total income / additions
- $10,948,633
Expenses & distributions
- Benefits paid
- $4,060,591
- Administrative expenses
- $107,213
- Total expenses
- $4,189,992
- Net increase / (decrease)
- $6,758,641
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mid Atlantic Financial Management | ADVISOR | $60,124 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $36,633 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $10,456 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trace Systems Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Vienna, VA
- Mid Atlantic Financial Management — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation