Trace Die Cast, Inc. 401(K) Profit Sharing Retirement Plan — Form 5500 plan (Trace Die Cast, 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, Trace Die Cast, Inc. 401(K) Profit Sharing Retirement Plan is a benefit plan reported by Trace Die Cast, Inc. under EIN 61-1136668 and plan number 001. The latest loaded filing year is 2023. The filing reports 296 participants and $11,766,986 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trace Die Cast, Inc.
- EIN
- 61-1136668
- Plan number
- 001
- Plan type
- 2
- Location
- Bowling Green, KY
- Latest filing year
- 2023
- Participants
- 296
- End-of-year plan assets
- $11,766,986
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 296 | H, C | 20241004143840NAL0022949650001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,766,986
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,766,986
- Net assets (BOY)
- $9,493,806
Income & contributions
- Employer contributions
- $352,584
- Participant contributions
- $632,838
- Total contributions
- $985,422
- Total income / additions
- $2,985,547
Expenses & distributions
- Benefits paid
- $638,119
- Administrative expenses
- $74,248
- Total expenses
- $712,367
- Net increase / (decrease)
- $2,273,180
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Argi Investment Services LLC | ADVISOR | $34,537 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $21,088 | $0 | 2023 |
| Cerity Partners Retirement Plan | ADVISOR | $17,945 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trace Die Cast, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Bowling Green, KY
- Argi Investment Services LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Cerity Partners Retirement Plan — Schedule C compensation