Trim-Rite Food Corporation Retirement Savings Plan And Trust — Form 5500 plan (Trim-Rite, 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-Rite Food Corporation Retirement Savings Plan And Trust is a benefit plan reported by Trim-Rite, Inc. under EIN 36-3873555 and plan number 002. The latest loaded filing year is 2023. The filing reports 749 participants and $22,972,711 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trim-Rite, Inc.
EIN
36-3873555
Plan number
002
Plan type
2
Location
Carpentersville, IL
Latest filing year
2023
Participants
749
End-of-year plan assets
$22,972,711

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023749H, C20240917125401NAL0006632786001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,972,711
Total liabilities (EOY)
$0
Net assets (EOY)
$22,972,711
Net assets (BOY)
$19,813,251

Income & contributions

Employer contributions
$398,442
Participant contributions
$764,051
Total contributions
$1,162,493
Total income / additions
$4,694,231

Expenses & distributions

Benefits paid
$1,449,154
Administrative expenses
$85,617
Total expenses
$1,534,771
Net increase / (decrease)
$3,159,460

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ameriprise Financial Services, Inc.BROKER DEALER$0$33,5442023
Voya Retirement Ins. And Annuity CoSERVICE PROVIDER$0$02023

Related Form 5500 pages