The James V Trask Pension Plan — Form 5500 plan (James V Trask)
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, The James V Trask Pension Plan is a benefit plan reported by James V Trask under EIN 42-1424148 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $245,191 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- James V Trask
- EIN
- 42-1424148
- Plan number
- 001
- Plan type
- 2
- Location
- Waverly, IA
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $245,191
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240711110008NAL0016055425002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $245,191
- Net assets (EOY)
- $245,191
- Net assets (BOY)
- $177,577
Income & contributions
- Employer contributions
- $53,857
- Total income / additions
- $67,614
Expenses & distributions
- Net increase / (decrease)
- $67,614
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.