Trim-Tex, Inc. Employees Profit Sharing Plan — Form 5500 plan (Trim-Tex, 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, Trim-Tex, Inc. Employees Profit Sharing Plan is a benefit plan reported by Trim-Tex, Inc. under EIN 36-2777715 and plan number 002. The latest loaded filing year is 2023. The filing reports 169 participants and $22,618,600 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trim-Tex, Inc.
EIN
36-2777715
Plan number
002
Plan type
2
Location
Lincolnwood, IL
Latest filing year
2023
Participants
169
End-of-year plan assets
$22,618,600

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023169H, C20241010064605NAL0009795523001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,618,600
Total liabilities (EOY)
$0
Net assets (EOY)
$22,618,600
Net assets (BOY)
$18,741,721

Income & contributions

Employer contributions
$725,593
Participant contributions
$863,405
Total contributions
$1,651,513
Total income / additions
$4,793,737

Expenses & distributions

Benefits paid
$835,541
Administrative expenses
$41,330
Total expenses
$916,858
Net increase / (decrease)
$3,876,879

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$23,984$02023
Global Retirement Partners, LLCINVESTMENT ADVISOR$17,346not reported in the loaded dataset2023

Related Form 5500 pages