Tradestation Group, Inc. Employee Savings Retirement Plan — Form 5500 plan (Tradestation Group, 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, Tradestation Group, Inc. Employee Savings Retirement Plan is a benefit plan reported by Tradestation Group, Inc. under EIN 65-0977576 and plan number 001. The latest loaded filing year is 2023. The filing reports 711 participants and $69,382,395 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tradestation Group, Inc.
- EIN
- 65-0977576
- Plan number
- 001
- Plan type
- 2
- Location
- Plantation, FL
- Latest filing year
- 2023
- Participants
- 711
- End-of-year plan assets
- $69,382,395
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 711 | H, C | 20241011145758NAL0022112737001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $69,382,395
- Total liabilities (EOY)
- $6
- Net assets (EOY)
- $69,382,389
- Net assets (BOY)
- $54,043,297
Income & contributions
- Employer contributions
- $1,558,602
- Participant contributions
- $5,447,022
- Total contributions
- $7,253,783
- Total income / additions
- $20,535,593
Expenses & distributions
- Benefits paid
- $5,165,713
- Administrative expenses
- $30,788
- Total expenses
- $5,196,501
- Net increase / (decrease)
- $15,339,092
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Investment Services LLC | ADVISOR | $52,825 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $8,859 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$27,515 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tradestation Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Plantation, FL
- Kestra Investment Services LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation