Trc Worldwide Engineering 401(K) Plan — Form 5500 plan (Trc Worldwide Engineering)
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, Trc Worldwide Engineering 401(K) Plan is a benefit plan reported by Trc Worldwide Engineering under EIN 62-1803853 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $12,592,657 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$12.6MPlan net assets, end of year$12,592,657
Participants137Covered participants reported
Assets / participant$91.9KComputed: assets ÷ participants$91,917 (computed)
Provider compensation$30.8K3 Schedule C provider row(s)$30,760
- Plan sponsor
- Trc Worldwide Engineering
- EIN
- 62-1803853
- Plan number
- 001
- Plan type
- 2
- Location
- Brentwood, TN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 137 | H, C | 20241001052906NAL0006672785001 |
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)$12.6M total assets
Net assets$12.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $12,592,657
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,592,657
- Net assets (BOY)
- $11,560,436
Income & contributions
- Employer contributions
- $173,111
- Participant contributions
- $710,670
- Total contributions
- $884,168
- Total income / additions
- $2,747,136
Expenses & distributions
- Benefits paid
- $1,678,194
- Administrative expenses
- $30,760
- Total expenses
- $1,714,915
- Net increase / (decrease)
- $1,032,221
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.
20%80%
Employer 20%Participant 80%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income61%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Regions Bank Dba Regions Trust | INVESTMENT/FINANCIAL ADVI | $29,147 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $1,613 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |