Plan5500

Trachte Building Systems, Inc. 401(K) Employee Retirement Plan — Form 5500 plan (Trachte Building Systems, 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, Trachte Building Systems, Inc. 401(K) Employee Retirement Plan is a benefit plan reported by Trachte Building Systems, Inc. under EIN 39-0662360 and plan number 002. The latest loaded filing year is 2023. The filing reports 148 participants and $5,994,433 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6MPlan net assets, end of year$5,994,433
Participants148Covered participants reported
Assets / participant$40.5KComputed: assets ÷ participants$40,503 (computed)
Provider compensationNone reported1 Schedule C provider row(s)
Plan sponsor
Trachte Building Systems, Inc.
EIN
39-0662360
Plan number
002
Plan type
2
Location
Sun Praire, WI
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    148 participants · 2Sch HSch C
    View filing →
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)$6M total assets
Net assets$6MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$1M
Benefits paid / distributions$1M
Contributions
Employer$386.4K
Participant$452.4K
Full reported line items

Net assets

Total assets (EOY)
$5,994,433
Total liabilities (EOY)
$0
Net assets (EOY)
$5,994,433
Net assets (BOY)
$5,255,954

Income & contributions

Employer contributions
$386,385
Participant contributions
$452,428
Total contributions
$866,392
Total income / additions
$1,850,825

Expenses & distributions

Benefits paid
$1,026,424
Administrative expenses
$2,529
Total expenses
$1,028,953
Net increase / (decrease)
$821,872
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.

Contribution share (employer vs. participant)
Employer 46%Participant 54%
Total expenses ÷ net assets17%Computed ratio
Benefits paid ÷ total income55%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional-$1.1K
    RECORDKEEPER · Direct -$1.1K · Indirect $0

Related Form 5500 pages