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, The Tremont Group 401(K) Profit Sharing Plan is a benefit plan reported by The Tremont Group, Incorporated under EIN 68-0230147 and plan number 001. The latest loaded filing year is 2023. The filing reports 257 participants and $33,365,125 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,365,125
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,365,125
- Net assets (BOY)
- $25,973,493
Income & contributions
- Employer contributions
- $1,030,354
- Participant contributions
- $1,355,448
- Total contributions
- $2,436,974
- Total income / additions
- $9,356,339
Expenses & distributions
- Benefits paid
- $1,917,183
- Administrative expenses
- $47,524
- Total expenses
- $1,964,707
- Net increase / (decrease)
- $7,391,632