Trafon Group Retirement Plan — Form 5500 plan (Trafon 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, Trafon Group Retirement Plan is a benefit plan reported by Trafon Group, Inc under EIN 66-0564639 and plan number 001. The latest loaded filing year is 2023. The filing reports 213 participants and $1,323,184 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trafon Group, Inc
EIN
66-0564639
Plan number
001
Plan type
2
Location
Guaynabo, PR
Latest filing year
2023
Participants
213
End-of-year plan assets
$1,323,184

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023213H, C20241013134602NAL0025868337001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,323,184
Total liabilities (EOY)
$15,678
Net assets (EOY)
$1,307,506
Net assets (BOY)
$1,004,904

Income & contributions

Employer contributions
$40,676
Participant contributions
$204,466
Total contributions
$245,142
Total income / additions
$401,231

Expenses & distributions

Benefits paid
$66,574
Administrative expenses
$17,377
Total expenses
$98,629
Net increase / (decrease)
$302,602

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CoRECORDKEEPER$10,766$02023
Empower Advisory Group LLCINVESTMENT MNGT$907$02023
B Riley Wealth Management IncINVESTMENT ADVISOR$569$02023

Related Form 5500 pages