Plan Ledger DOL Form 5500 · updated monthly

Trade-Pmr Inc401(k)

TRADEPMR INC 401(K) PROFIT SHARING PLAN & TRUST · GAINESVILLE, FL · plan year 2024

Employer contribution per participant · 2024
$3,899

Trade-Pmr Inc's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $8,063,672 across 187 participant accounts, with employer contributions averaging $3,899 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Florida (2,013th of 3,644), and 1,861st of 3,341 in other services. In 2024, employees put in $1.64 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,063,672
Participants with balances187
Active participants155
Employer contributions$604,376
Employee contributions$993,451
Employer contribution per active participant$3,899
Average account balance$43,121
Benefits paid to participants$354,651
Plan auditUnmodified (clean) audit opinion
AuditorSIMONIC, SIMONIC, RATNECHT & ASSO
Plan history2
Yearassets · accounts · employer contribution
2024$8.1M · 187 accts · $604K emplr
2023$5.7M · 139 accts · $398K emplr
The Trade-Pmr Inc 401(k) match · 2024
Employer contribution per active participant$3,899
Median for plans this size$1,313
2024$3,899 per active participant
2023$2,861 per active participant

Trade-Pmr Inc's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Administrative cost history2
2024Not separately reported
2023$793 · 0.02%
Same employer
Similar plansOther Services · Florida
Sun Orchard LLC FL$8.2M · 0.14%
Hui Huliau FL$7.8M · 0.54%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 593539169 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.