Troy Group, Inc. 401(K) Savings And Investment Plan — Form 5500 plan (Troy Group, 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, Troy Group, Inc. 401(K) Savings And Investment Plan is a benefit plan reported by Troy Group, Inc. under EIN 33-0807798 and plan number 002. The latest loaded filing year is 2023. The filing reports 196 participants and $14,130,416 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Troy Group, Inc.
EIN
33-0807798
Plan number
002
Plan type
2
Location
Wheeling, WV
Latest filing year
2023
Participants
196
End-of-year plan assets
$14,130,416

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023196H, C20241014120028NAL0045875360001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,130,416
Total liabilities (EOY)
$0
Net assets (EOY)
$14,130,416
Net assets (BOY)
$12,360,926

Income & contributions

Employer contributions
$250,137
Participant contributions
$696,309
Total contributions
$1,008,868
Total income / additions
$2,606,127

Expenses & distributions

Benefits paid
$816,958
Administrative expenses
$19,679
Total expenses
$836,637
Net increase / (decrease)
$1,769,490

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Shuster Advisory Group LLCINVESTMENT ADVISOR$14,584not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$5,086$02023

Related Form 5500 pages