2023 Form 5500 filing — Trust Point Inc 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240724101427NAL0007334787001) for Trust Point Inc 401(K) Profit Sharing Plan, reported by Trust Point Inc under EIN 39-0415000 and plan number 001. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724101427NAL0007334787001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trust Point Inc
- EIN
- 39-0415000
- Plan number
- 001
- Location
- La Crosse, WI
- Participants
- 142
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,621,612
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,621,612
- Employer contributions
- $1,083,489
- Participant contributions
- $864,583
- Total income / additions
- $7,156,640
- Benefits paid
- $832,047
- Administrative expenses
- $21,050
- Total expenses
- $859,624
- Net increase / (decrease)
- $6,297,016
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rsm Us Llp | NONE | $21,000 | not reported in the loaded dataset |
| Trust Point Inc | NONE | $0 | not reported in the loaded dataset |