Trew, LLC — 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, Trew, LLC (EIN 83-1502676) is a plan sponsor located in Fairfield, OH 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
83-1502676
Location
Fairfield, OH
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$19,472,307
Total reported net assets (EOY)
$19,472,307

Contributions & income

Employer contributions
$1,222,591
Participant contributions
$2,490,412
Total income / additions
$8,308,754

Expenses & distributions

Benefits paid / distributions
$1,775,297
Total expenses
$1,913,659
Net increase / (decrease)
$6,395,095

Coverage

Total reported participants
415
Plans with financial statements
1
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

Trew, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Trew, LLC. 401(K) Plan001415$19,472,3072023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Trew, LLC
YearPlanParticipantsSchedulesFiling
2023Trew, LLC. 401(K) Plan415H, C20241015103327NAL0028074065001

Related Form 5500 pages