2023 Form 5500 filing — Tricentis Usa Employee Savings 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 20240724111709NAL0008092579001) for Tricentis Usa Employee Savings Plan, reported by Tricentis Usa Corp. under EIN 27-5099781 and plan number 001. It reports 722 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724111709NAL0008092579001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tricentis Usa Corp.
- EIN
- 27-5099781
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 722
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,060,575
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,060,575
- Employer contributions
- $5,508
- Participant contributions
- $5,839,831
- Total income / additions
- $12,152,491
- Benefits paid
- $4,057,959
- Administrative expenses
- $146,621
- Total expenses
- $4,211,628
- Net increase / (decrease)
- $7,940,863
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Wealth | RIA | $84,039 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $4,371 | not reported in the loaded dataset |