2023 Form 5500 filing — Trilogy 401(K) 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 20240725140842NAL0008291123001) for Trilogy 401(K) Plan, reported by Vitality Home Care, Inc. under EIN 81-2019673 and plan number 001. It reports 1,181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725140842NAL0008291123001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vitality Home Care, Inc.
- EIN
- 81-2019673
- Plan number
- 001
- Location
- West Palm Beach, FL
- Participants
- 1,181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $92,420
- Participant contributions
- $851,651
- Total income / additions
- $2,138,331
- Benefits paid
- $13,146,808
- Administrative expenses
- $59,742
- Total expenses
- $13,382,210
- Net increase / (decrease)
- -$11,243,879
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial Corporation | SERVICE PROVIDER | $0 | $40,797 |
| My Benefits LLC | TPA | $0 | $5,341 |
| Morningstar Investment Management | INVESTMENT ADVISOR | $1,726 | $0 |
| Voya Retirement And Annuity Co | RECORD KEEPER | $1,726 | $0 |
| Morningstar Investment Management | INVESTMENT ADVISOR | $0 | $1,314 |