Tr Spa Inc 401k Plan — Form 5500 plan (Tr Spa 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, Tr Spa Inc 401k Plan is a benefit plan reported by Tr Spa Inc under EIN 38-4005937 and plan number 001. The latest loaded filing year is 2023. The filing reports 277 participants and $1,941,836 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tr Spa Inc
- EIN
- 38-4005937
- Plan number
- 001
- Plan type
- 2
- Location
- Toms River, NJ
- Latest filing year
- 2023
- Participants
- 277
- End-of-year plan assets
- $1,941,836
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 277 | H, C | 20240919052658NAL0005495121001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,941,836
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,941,836
- Net assets (BOY)
- $1,250,697
Income & contributions
- Employer contributions
- $169,658
- Participant contributions
- $321,429
- Total contributions
- $529,118
- Total income / additions
- $789,525
Expenses & distributions
- Benefits paid
- $68,035
- Administrative expenses
- $26,734
- Total expenses
- $98,386
- Net increase / (decrease)
- $691,139
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $21,703 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $5,030 | $29 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |