Philadelphia Tramrail Enterprises, Inc. Employees Profit Sharing And 401(K) Plan — Form 5500 plan (Philadelphia Tramrail Enterprises, 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, Philadelphia Tramrail Enterprises, Inc. Employees Profit Sharing And 401(K) Plan is a benefit plan reported by Philadelphia Tramrail Enterprises, Inc. under EIN 23-2414162 and plan number 001. The latest loaded filing year is 2023. The filing reports 236 participants and $15,128,456 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Philadelphia Tramrail Enterprises, Inc.
EIN
23-2414162
Plan number
001
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
Participants
236
End-of-year plan assets
$15,128,456

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023236H, C20241114163655NAL0020544833001
2023249H, C20241015153641NAL0016773491001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$15,128,456

Income & contributions

Employer contributions
$9,902
Participant contributions
$14,981
Total contributions
$24,883
Total income / additions
$76,668

Expenses & distributions

Benefits paid
$263,781
Administrative expenses
$24,006
Total expenses
$287,787
Net increase / (decrease)
-$211,119

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bcg SecuritiesADVISOR$0$37,5152023
Bcg SecuritiesADVISOR$0$9,2592023
Fidelity Investments InstitutionalRECORDKEEPER$6,716$02023
Fidelity Investments InstitutionalRECORDKEEPER$906$02023

Related Form 5500 pages