Trace-A-Matic/Afw/D&H Industries Employees Retirement Plan — Form 5500 plan (Trace-A-Matic Corporation)
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, Trace-A-Matic/Afw/D&H Industries Employees Retirement Plan is a benefit plan reported by Trace-A-Matic Corporation under EIN 39-1103834 and plan number 001. The latest loaded filing year is 2023. The filing reports 443 participants and $32,331,560 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trace-A-Matic Corporation
- EIN
- 39-1103834
- Plan number
- 001
- Plan type
- 2
- Location
- Brookfield, WI
- Latest filing year
- 2023
- Participants
- 443
- End-of-year plan assets
- $32,331,560
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 443 | H, C | 20250430143105NAL0001349107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,331,560
- Total liabilities (EOY)
- $4,324
- Net assets (EOY)
- $32,327,236
- Net assets (BOY)
- $28,505,464
Income & contributions
- Employer contributions
- $915,739
- Participant contributions
- $1,959,061
- Total contributions
- $2,975,955
- Total income / additions
- $9,041,443
Expenses & distributions
- Benefits paid
- $5,124,749
- Administrative expenses
- $94,922
- Total expenses
- $5,219,671
- Net increase / (decrease)
- $3,821,772
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alerus Financial, N.A. | NONE | $64,376 | $0 | 2023 |
| Harbour Investments Inc | NONE | $30,546 | not reported in the loaded dataset | 2023 |