Plan5500

Tresco, Inc. 401(K) Plan — Form 5500 plan (Tresco, 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, Tresco, Inc. 401(K) Plan is a benefit plan reported by Tresco, Inc. under EIN 85-0201597 and plan number 003. The latest loaded filing year is 2023. The filing reports 399 participants and $2,267,764 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tresco, Inc.
EIN
85-0201597
Plan number
003
Plan type
2
Location
Las Cruces, NM
Latest filing year
2023
Participants
399
End-of-year plan assets
$2,267,764

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023399H, C20241015061125NAL0048307552001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,267,764
Total liabilities (EOY)
$0
Net assets (EOY)
$2,267,764
Net assets (BOY)
$1,131,399

Income & contributions

Employer contributions
$815,688
Participant contributions
$251,890
Total contributions
$1,084,783
Total income / additions
$1,345,144

Expenses & distributions

Benefits paid
$193,315
Administrative expenses
$15,464
Total expenses
$208,779
Net increase / (decrease)
$1,136,365

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nationwide Trust CompanyCUSTODIAN$11,932not reported in the loaded dataset2023
Pattison Pension Specialists, Inc.THIRD PARTY ADMINISTRATO$3,190not reported in the loaded dataset2023
Iron Co Fid 3(21)not reported in the loaded dataset$342not reported in the loaded dataset2023

Related Form 5500 pages