Troy Design & Manufacturing Co. Bargaining Unit 401(K) Plan — Form 5500 plan (Troy Design & Manufacturing Co.)
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 Design & Manufacturing Co. Bargaining Unit 401(K) Plan is a benefit plan reported by Troy Design & Manufacturing Co. under EIN 38-2362912 and plan number 003. The latest loaded filing year is 2023. The filing reports 295 participants and $16,058,395 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$16.1MPlan net assets, end of year$16,058,395
Participants295Covered participants reported
Assets / participant$54.4KComputed: assets ÷ participants$54,435 (computed)
Provider compensation$19K2 Schedule C provider row(s)$19,028
- Plan sponsor
- Troy Design & Manufacturing Co.
- EIN
- 38-2362912
- Plan number
- 003
- Plan type
- 2
- Location
- Plymouth, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 295 | H, C | 20240917094531NAL0002601025001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$16.1M total assets
Net assets$16.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $16,058,395
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,058,395
- Net assets (BOY)
- $13,989,678
Income & contributions
- Employer contributions
- $248,413
- Participant contributions
- $990,904
- Total contributions
- $1,239,317
- Total income / additions
- $3,296,662
Expenses & distributions
- Benefits paid
- $1,150,039
- Administrative expenses
- $19,028
- Total expenses
- $1,173,974
- Net increase / (decrease)
- $2,122,688
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
20%80%
Employer 20%Participant 80%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $10,286 | $0 | 2023 |
| Rbc Wealth Management | ADVISOR | $8,742 | not reported in the loaded dataset | 2023 |