Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Trade-pmr
Trade-pmr 401(k)
- Wholesale trade
- Gainesville, FL
- EIN 59-3539169
- 1 plan with Schedule H financials
- Plan year 2024
- Trade-pmr Inc.
Filed as negative.Schedule H line 2i(12) is reported as -$34; Schedule H line 2i(5) is reported as -$34. The filing is shown as received; the derived figures below treat a negative amount as zero, and a percentile is only shown for positive values.
Total assets, end of year · Trade-pmr Inc. 401(k) Profit Sharing Plan and Trust · plan year 2024
$8,063,672
187 participants with a balance. This filing reports no recordkeeping fee and no administrative expenses excluding investment management, so there is no headline cost figure.
Source
Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251007120842NAL0007863024001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007120842NAL0007863024001, received 2025-10-07
Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-07.
Cost and contributions
Administrative expenses excluding investment management, per participant
$0.00
Fewer than 50 comparable plans report this figure; no percentile.
Source
= $0 / 187
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251007120842NAL0007863024001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007120842NAL0007863024001, received 2025-10-07
Administrative expenses per participant
filed as negative
Filed as a negative amount; no comparison.
Administrative expenses as a share of assets
filed as negative
Filed as a negative amount; no comparison.
Employer contributions per participant
$3,232
Higher than 93% of the 13,342 plans $1 to 10M that report it.
Source
= $604,376 / 187
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251007120842NAL0007863024001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007120842NAL0007863024001, received 2025-10-07
Employer share of total contributions
31.4%
Higher than 59% of the 13,370 plans $1 to 10M that report it.
Source
= $604,376 / $1,925,910
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251007120842NAL0007863024001, received 2025-10-07
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251007120842NAL0007863024001, received 2025-10-07
Plan terms, as stated in Trade-pmr Inc.'s SEC filings
Plan terms are not published in public filings.
Plan features
2A age/service-weighted · 2E profit-sharing · 2J 401(k) feature · 2F ERISA 404(c) plan · 2G fully participant-directed · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251007120842NAL0007863024001, received 2025-10-07
Full record, Trade-pmr Inc. 401(k) Profit Sharing Plan and Trust
| Field | Value | Source |
|---|---|---|
| Plan sponsor | TRADE-PMR INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251007120842NAL0007863024001, received 2025-10-07 |
| Plan name | TRADE-PMR INC. 401(K) PROFIT SHARING PLAN AND TRUST | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251007120842NAL0007863024001, received 2025-10-07 |
| Sponsor EIN / plan number | 59-3539169 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251007120842NAL0007863024001, received 2025-10-07 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251007120842NAL0007863024001, received 2025-10-07 |
| Sponsor location | GAINESVILLE, FL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251007120842NAL0007863024001, received 2025-10-07 |
| Industry (business code) | 425120, Wholesale trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251007120842NAL0007863024001, received 2025-10-07 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251007120842NAL0007863024001, received 2025-10-07 |
| Filing received | 2025-10-07 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251007120842NAL0007863024001, received 2025-10-07 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251007120842NAL0007863024001, received 2025-10-07 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251007120842NAL0007863024001, received 2025-10-07 |
| Participants, beginning of year | 140 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251007120842NAL0007863024001, received 2025-10-07 |
| Active participants | 155 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251007120842NAL0007863024001, received 2025-10-07 |
| Participants, end of year | 196 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251007120842NAL0007863024001, received 2025-10-07 |
| Participants with an account balance | 187 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007120842NAL0007863024001, received 2025-10-07 |
| Total assets, beginning of year | $5,662,828 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251007120842NAL0007863024001, received 2025-10-07 |
| Total assets, end of year | $8,063,672 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251007120842NAL0007863024001, received 2025-10-07 |
| Net assets, end of year | $8,063,672 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251007120842NAL0007863024001, received 2025-10-07 |
| Total income | $2,755,461 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251007120842NAL0007863024001, received 2025-10-07 |
| Net income | $2,400,844 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251007120842NAL0007863024001, received 2025-10-07 |
| Employer contributions | $604,376 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251007120842NAL0007863024001, received 2025-10-07 |
| Participant contributions | $993,451 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251007120842NAL0007863024001, received 2025-10-07 |
| Other contributions (incl. rollovers) | $328,083 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251007120842NAL0007863024001, received 2025-10-07 |
| Total contributions | $1,925,910 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251007120842NAL0007863024001, received 2025-10-07 |
| Benefit payments | $354,651 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251007120842NAL0007863024001, received 2025-10-07 |
| Total expenses (incl. benefit payments) | $354,617 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251007120842NAL0007863024001, received 2025-10-07 |
| Total administrative expenses | -$34 (filed as negative) | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251007120842NAL0007863024001, received 2025-10-07 |
| Investment advisory and management fees | -$34 (filed as negative) | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251007120842NAL0007863024001, received 2025-10-07 |
| Administrative expenses excluding investment management | $0 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251007120842NAL0007863024001, received 2025-10-07 |
| Held in mutual funds | $7,622,768 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251007120842NAL0007863024001, received 2025-10-07 |
| Independent auditor | SIMONIC, SIMONIC, RATNECHT & ASSO | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251007120842NAL0007863024001, received 2025-10-07 |
Position = column in the DOL layout for form year 2024. Filing 20251007120842NAL0007863024001, received 2025-10-07.
Service providers paid directly by the plan
No Schedule C line 2 providers are listed on this filing.
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251007120842NAL0007863024001, received 2025-10-07.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $5,662,827 | $8,063,672 | 42.4% |
| Participants with a balance | 139 | 187 | 34.5% |
| Administrative expenses | $793 | $-34 | -104.3% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $397,718 | $604,376 | 52.0% |
Prior filing 20250425135129NAL0005521379001, received 2025-04-25; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: TRADE-PMR INC.; SEC registrant: TRADE-PMR INC. (CIK 1073194, matched by EIN).