Plan5500

Tradition America Holdings, Inc. 401(K) Plan — Form 5500 plan (Tradition America Holdings, 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, Tradition America Holdings, Inc. 401(K) Plan is a benefit plan reported by Tradition America Holdings, Inc. under EIN 46-3751863 and plan number 001. The latest loaded filing year is 2023. The filing reports 623 participants and $179,374,450 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tradition America Holdings, Inc.
EIN
46-3751863
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
623
End-of-year plan assets
$179,374,450

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023623H, C20240712101705NAL0035578562001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$179,374,450
Total liabilities (EOY)
$35
Net assets (EOY)
$179,374,415
Net assets (BOY)
$156,638,527

Income & contributions

Employer contributions
$1,592,122
Participant contributions
$6,532,807
Total contributions
$8,218,948
Total income / additions
$37,179,929

Expenses & distributions

Benefits paid
$17,463,342
Administrative expenses
$126,109
Total expenses
$17,589,451
Net increase / (decrease)
$19,590,478

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cmc Advisors, Inc.NONE$82,699not reported in the loaded dataset2023
Uhy LlpNONE$30,750not reported in the loaded dataset2023
Cmc Interactive, LLCNONE$12,660not reported in the loaded dataset2023

Related Form 5500 pages