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| Plan Name | THE TRONCO FINANCIAL GROUP, LLC 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | THE TRONCO FINANCIAL GROUP, LLC |
| Employer identification number (EIN): | 270813730 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
Additional information about THE TRONCO FINANCIAL GROUP, LLC
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 2009-06-29 |
| Company Identification Number: | 3827922 |
| Legal Registered Office Address: |
1201 TROY SCHENECTADY ROAD SUITE 120 LATHAM United States of America (USA) 12110 |
More information about THE TRONCO FINANCIAL GROUP, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | SANDRA HARDING | 2024-07-30 | ||
| 001 | 2022-01-01 | SANDRA HARDING | 2023-05-13 | ||
| 001 | 2021-01-01 | SANDRA HARDING | 2022-05-18 | ||
| 001 | 2020-01-01 | SANDRA HARDING | 2021-06-09 | ||
| 001 | 2019-01-01 | SANDRA HARDING | 2020-07-20 | ||
| 001 | 2018-01-01 | SANDRA HARDING | 2019-05-14 | ||
| 001 | 2017-01-01 | SANDRA HARDING | 2018-07-24 | ||
| 001 | 2016-01-01 | SANDRA HARDING | 2017-07-19 | ||
| 001 | 2015-01-01 | SANDRA HARDING | 2016-06-30 |
| Measure | Date | Value |
|---|---|---|
| 2025: THE TRONCO FINANCIAL GROUP, LLC 401(K) PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-06-09 | 52 |
| Total number of particpants at end of year | 2025-06-09 | 51 |
| Number of Participants With Account Balances | 2025-06-09 | 40 |
| 2024: THE TRONCO FINANCIAL GROUP, LLC 401(K) PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-07-30 | 41 |
| Total number of particpants at end of year | 2024-07-30 | 51 |
| Number of Participants With Account Balances | 2024-07-30 | 40 |
| Measure | Date | Value |
|---|---|---|
| 2025 : THE TRONCO FINANCIAL GROUP, LLC 401(K) PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-06-09 | 74751 |
| Net assets as of the end of the plan year | 2025-06-09 | 2208659 |
| Total assets as of the beginning of the plan year | 2025-06-09 | 1802532 |
| Value of plan covered by a fidelity bond | 2025-06-09 | 250000 |
| Participant contributions to plan in this plan year | 2025-06-09 | 202869 |
| Value of participant loans at end of plan year | 2025-06-09 | 20483 |
| Other income to plan in this plan year | 2025-06-09 | 186979 |
| Plan net income in this plan year | 2025-06-09 | 406127 |
| Net assets as of the end of the plan year | 2025-06-09 | 2208659 |
| Net assets as of the beginning of the plan year | 2025-06-09 | 1802532 |
| Employer contributions to plan in this plan year | 2025-06-09 | 91030 |
| Fees paid to broker by Benefit Provider | 2025-06-09 | 7946 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-09 | 3192 |
| 2024 : THE TRONCO FINANCIAL GROUP, LLC 401(K) PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-07-30 | 3463 |
| Net assets as of the end of the plan year | 2024-07-30 | 1802532 |
| Total assets as of the beginning of the plan year | 2024-07-30 | 1255541 |
| Value of plan covered by a fidelity bond | 2024-07-30 | 250000 |
| Participant contributions to plan in this plan year | 2024-07-30 | 188944 |
| Value of participant loans at end of plan year | 2024-07-30 | 18244 |
| Other contributions to plan in this plan year | 2024-07-30 | 38741 |
| Other income to plan in this plan year | 2024-07-30 | 235340 |
| Plan net income in this plan year | 2024-07-30 | 546991 |
| Net assets as of the end of the plan year | 2024-07-30 | 1802532 |
| Net assets as of the beginning of the plan year | 2024-07-30 | 1255541 |
| Employer contributions to plan in this plan year | 2024-07-30 | 87429 |
| Fees paid to broker by Benefit Provider | 2024-07-30 | 5931 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-30 | 3463 |
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