How many benefit plans does The Tri-M Group, L.L.C. report on Form 5500?

The Tri-M Group, L.L.C. (EIN 04-3622615) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The Tri-M Group, L.L.C.?

The Employer Identification Number (EIN) reported for The Tri-M Group, L.L.C. is 04-3622615.

What is the latest Form 5500 filing year for The Tri-M Group, L.L.C.?

The latest loaded Form 5500 filing year for The Tri-M Group, L.L.C. is 2023.

The Tri-M Group, L.L.C. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, The Tri-M Group, L.L.C. (EIN 04-3622615) is a plan sponsor located in Kennett Square, PA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 04-3622615
Location: Kennett Square, PA
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $70,808,519
Total reported liabilities (EOY): $32,827,081
Total reported net assets (EOY): $37,981,438

Contributions & income

Employer contributions: $3,298,139
Participant contributions: $4,033,724
Total income / additions: $18,101,820

Expenses & distributions

Benefits paid / distributions: $4,794,774
Total expenses: $5,606,064
Net increase / (decrease): $12,495,756

Coverage

Total reported participants: 1,510
Plans with financial statements: 2
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

The Tri-M Group, L.L.C. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Tri-M Group, L.L.C. 401(K) Savings & Investment Plan	005	600	$63,866,519	2023
The Tri-M Group Employee Stock Ownership Plan	006	457	$6,942,000	2023
The Tri-M Group, LLC Employee Welfare Benefit Plan	501	453	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Tri-M Group, L.L.C.
Year	Plan	Participants	Schedules	Filing
2023	The Tri-M Group, LLC Employee Welfare Benefit Plan	453	—	20240919141955NAL0006274465001
2023	The Tri-M Group Employee Stock Ownership Plan	457	H	20241014121350NAL0013259971001
2023	The Tri-M Group, L.L.C. 401(K) Savings & Investment Plan	600	H, C	20241014122459NAL0026138113001