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TROEMNER, LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameTROEMNER, LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST
Plan identification number 001

TROEMNER, LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

TROEMNER, LLC has sponsored the creation of one or more 401k plans.

Company Name:TROEMNER, LLC
Employer identification number (EIN):471976482
NAIC Classification:332900

Additional information about TROEMNER, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 5610954

More information about TROEMNER, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TROEMNER, LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ALLYSON LYNCH
0012016-01-01ALLYSON LYNCH
0012016-01-01

Plan Statistics for TROEMNER, LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for TROEMNER, LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023: TROEMNER, LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-01200
Total number of active participants reported on line 7a of the Form 55002023-01-01131
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0153
Total of all active and inactive participants2023-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01184
Number of participants with account balances2023-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: TROEMNER, LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01215
Total number of active participants reported on line 7a of the Form 55002022-01-01148
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0149
Total of all active and inactive participants2022-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01197
Number of participants with account balances2022-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TROEMNER, LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01134
Total number of active participants reported on line 7a of the Form 55002021-01-01149
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0165
Total of all active and inactive participants2021-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01214
Number of participants with account balances2021-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TROEMNER, LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01181
Total number of active participants reported on line 7a of the Form 55002020-01-01102
Number of retired or separated participants receiving benefits2020-01-0111
Number of other retired or separated participants entitled to future benefits2020-01-0169
Total of all active and inactive participants2020-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01182
Number of participants with account balances2020-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TROEMNER, LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01180
Total number of active participants reported on line 7a of the Form 55002019-01-01113
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0164
Total of all active and inactive participants2019-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01177
Number of participants with account balances2019-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TROEMNER, LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01155
Total number of active participants reported on line 7a of the Form 55002018-01-01122
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0157
Total of all active and inactive participants2018-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01180
Number of participants with account balances2018-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TROEMNER, LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01137
Total number of active participants reported on line 7a of the Form 55002017-01-01117
Number of other retired or separated participants entitled to future benefits2017-01-0138
Total of all active and inactive participants2017-01-01155
Total participants2017-01-01155
Number of participants with account balances2017-01-01135
2016: TROEMNER, LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01144
Total number of active participants reported on line 7a of the Form 55002016-01-01104
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0133
Total of all active and inactive participants2016-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01137
Number of participants with account balances2016-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on TROEMNER, LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023 : TROEMNER, LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$2,341,519
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$899,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$852,330
Expenses. Certain deemed distributions of participant loans2023-12-31$1,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$747,462
Value of total assets at end of year2023-12-31$9,509,100
Value of total assets at beginning of year2023-12-31$8,067,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$46,158
Total interest from all sources2023-12-31$9,628
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$223,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$223,950
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$472,561
Participant contributions at end of year2023-12-31$203,342
Participant contributions at beginning of year2023-12-31$123,028
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$55,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,441,862
Value of net assets at end of year (total assets less liabilities)2023-12-31$9,509,100
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$8,067,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$14,114
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$8,426,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$7,100,470
Interest on participant loans2023-12-31$9,628
Value of interest in common/collective trusts at end of year2023-12-31$870,942
Value of interest in common/collective trusts at beginning of year2023-12-31$843,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,336,266
Net investment gain or loss from common/collective trusts2023-12-31$24,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$219,724
Employer contributions (assets) at end of year2023-12-31$8,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$852,330
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLARK SCHAEFER HACKETT & CO
Accountancy firm EIN2023-12-31310800053
2022 : TROEMNER, LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-830,045
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$752,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$708,168
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$753,021
Value of total assets at end of year2022-12-31$8,067,238
Value of total assets at beginning of year2022-12-31$9,649,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$43,950
Total interest from all sources2022-12-31$6,595
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$240,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$240,446
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$520,342
Participant contributions at end of year2022-12-31$123,028
Participant contributions at beginning of year2022-12-31$114,794
Other income not declared elsewhere2022-12-31$445
Administrative expenses (other) incurred2022-12-31$43,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,582,607
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,067,238
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,649,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,100,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,502,023
Interest on participant loans2022-12-31$6,595
Value of interest in common/collective trusts at end of year2022-12-31$843,740
Value of interest in common/collective trusts at beginning of year2022-12-31$1,033,028
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,851,164
Net investment gain or loss from common/collective trusts2022-12-31$20,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$232,679
Employer contributions (assets) at end of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$708,168
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLARK SCHAEFER HACKETT & CO
Accountancy firm EIN2022-12-31310800053
2021 : TROEMNER, LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,143,490
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,875,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,848,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$563,496
Value of total assets at end of year2021-12-31$9,649,845
Value of total assets at beginning of year2021-12-31$9,381,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$27,280
Total interest from all sources2021-12-31$9,502
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$457,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$457,948
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$437,964
Participant contributions at end of year2021-12-31$114,794
Participant contributions at beginning of year2021-12-31$234,854
Participant contributions at beginning of year2021-12-31$20,874
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$268,145
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,649,845
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,381,700
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,502,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,118,061
Interest on participant loans2021-12-31$9,502
Value of interest in common/collective trusts at end of year2021-12-31$1,033,028
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,012,167
Net investment gain or loss from common/collective trusts2021-12-31$100,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$125,532
Employer contributions (assets) at beginning of year2021-12-31$7,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,848,065
Contract administrator fees2021-12-31$27,280
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLARK SCHAEFER HACKETT & CO
Accountancy firm EIN2021-12-31310800053
2020 : TROEMNER, LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,797,745
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,171,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,133,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$620,775
Value of total assets at end of year2020-12-31$9,349,871
Value of total assets at beginning of year2020-12-31$8,723,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$37,713
Total interest from all sources2020-12-31$6,397
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$179,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$179,021
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$339,798
Participant contributions at end of year2020-12-31$234,854
Participant contributions at beginning of year2020-12-31$251,969
Participant contributions at end of year2020-12-31$20,874
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$117,521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$626,705
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,349,871
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,723,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,115,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,586,659
Interest on participant loans2020-12-31$6,397
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$884,538
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$975,072
Net investment gain or loss from common/collective trusts2020-12-31$16,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$163,456
Employer contributions (assets) at end of year2020-12-31$7,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,133,327
Contract administrator fees2020-12-31$37,713
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLARK, SCHAEFER, HACKETT & CO
Accountancy firm EIN2020-12-31310800053
2019 : TROEMNER, LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,161,853
Total loss/gain on sale of assets2019-12-31$167,590
Total of all expenses incurred2019-12-31$965,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$938,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$549,155
Value of total assets at end of year2019-12-31$8,723,166
Value of total assets at beginning of year2019-12-31$7,526,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$26,440
Total interest from all sources2019-12-31$12,115
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$212,695
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$212,695
Administrative expenses professional fees incurred2019-12-31$26,440
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$393,351
Participant contributions at end of year2019-12-31$251,969
Participant contributions at beginning of year2019-12-31$193,049
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,196,663
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,723,166
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,526,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,586,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,143,572
Interest on participant loans2019-12-31$12,115
Value of interest in common/collective trusts at end of year2019-12-31$884,538
Value of interest in common/collective trusts at beginning of year2019-12-31$1,189,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,200,803
Net investment gain or loss from common/collective trusts2019-12-31$19,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$155,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$938,750
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$2,317,314
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,149,724
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLARK, SCHAEFER, HACKETT & CO
Accountancy firm EIN2019-12-31310800053
2018 : TROEMNER, LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$258,127
Total loss/gain on sale of assets2018-12-31$7,823
Total of all expenses incurred2018-12-31$184,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$159,687
Value of total corrective distributions2018-12-31$365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$661,850
Value of total assets at end of year2018-12-31$7,526,503
Value of total assets at beginning of year2018-12-31$7,453,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$24,699
Total interest from all sources2018-12-31$9,192
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$337,742
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$337,742
Administrative expenses professional fees incurred2018-12-31$24,699
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$455,155
Participant contributions at end of year2018-12-31$193,049
Participant contributions at beginning of year2018-12-31$220,833
Other income not declared elsewhere2018-12-31$34,839
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$73,376
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,526,503
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,453,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,143,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,227,054
Interest on participant loans2018-12-31$9,192
Value of interest in common/collective trusts at end of year2018-12-31$1,189,882
Value of interest in common/collective trusts at beginning of year2018-12-31$1,005,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-813,764
Net investment gain or loss from common/collective trusts2018-12-31$20,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$206,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$159,687
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$916,294
Aggregate carrying amount (costs) on sale of assets2018-12-31$908,471
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLARK, SCHAEFER, HACKETT & CO
Accountancy firm EIN2018-12-31310800053
2017 : TROEMNER, LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,377,747
Total loss/gain on sale of assets2017-12-31$62,987
Total of all expenses incurred2017-12-31$116,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$89,004
Value of total corrective distributions2017-12-31$11,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$465,904
Value of total assets at end of year2017-12-31$7,453,127
Value of total assets at beginning of year2017-12-31$6,191,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,016
Total interest from all sources2017-12-31$8,179
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$251,435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$251,435
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$337,068
Participant contributions at end of year2017-12-31$220,833
Participant contributions at beginning of year2017-12-31$180,057
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,261,550
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,453,127
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,191,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$16,016
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,227,054
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,886,166
Interest on participant loans2017-12-31$8,179
Value of interest in common/collective trusts at end of year2017-12-31$1,005,240
Value of interest in common/collective trusts at beginning of year2017-12-31$1,125,354
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$574,938
Net investment gain or loss from common/collective trusts2017-12-31$14,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$128,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$89,004
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$1,494,474
Aggregate carrying amount (costs) on sale of assets2017-12-31$1,431,487
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLARK, SCHAEFER, HACKETT & CO
Accountancy firm EIN2017-12-31310800053
2016 : TROEMNER, LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,020,202
Total loss/gain on sale of assets2016-12-31$346,812
Total of all expenses incurred2016-12-31$498,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$498,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$557,528
Value of total assets at end of year2016-12-31$6,191,577
Value of total assets at beginning of year2016-12-31$5,669,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$225
Total interest from all sources2016-12-31$7,332
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$127,537
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$127,537
Administrative expenses professional fees incurred2016-12-31$225
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$304,790
Participant contributions at end of year2016-12-31$180,057
Participant contributions at beginning of year2016-12-31$204,841
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$144,199
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$5,189
Other income not declared elsewhere2016-12-31$439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$521,655
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,191,577
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,669,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,886,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,422,601
Interest on participant loans2016-12-31$7,332
Value of interest in common/collective trusts at end of year2016-12-31$1,125,354
Value of interest in common/collective trusts at beginning of year2016-12-31$1,042,480
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-20,753
Net investment gain or loss from common/collective trusts2016-12-31$1,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$108,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$493,133
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$7,064,874
Aggregate carrying amount (costs) on sale of assets2016-12-31$6,718,062
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BEE, BERGVALL AND COMPANY, P.C.
Accountancy firm EIN2016-12-31232749044

Form 5500 Responses for TROEMNER, LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST

2023: TROEMNER, LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: TROEMNER, LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TROEMNER, LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TROEMNER, LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TROEMNER, LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TROEMNER, LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TROEMNER, LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TROEMNER, LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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