2023 Form 5500 filing — Trinitas Ventures, LLC 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 20240729125303NAL0011042083001) for Trinitas Ventures, LLC 401(K) Profit Sharing Plan, reported by Trinitas Ventures, LLC under EIN 32-0026367 and plan number 001. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.2MReported net assets$7,236,749
Participants173
Provider compensation$37.2K3 Schedule C row(s)$37,249
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240729125303NAL0011042083001
Plan sponsor
Trinitas Ventures, LLC
EIN
32-0026367
Plan number
001
Location
Lafayette, IN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.2M total assets
Net assets$7.2MLiabilities$0
Money in vs. money out
Total income / additions$2.7M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$474.9K
Participant$879.4K
Full reported line items
Total assets (EOY)
$7,236,749
Total liabilities (EOY)
$0
Net assets (EOY)
$7,236,749
Employer contributions
$474,931
Participant contributions
$879,410
Total income / additions
$2,734,392
Benefits paid
$1,068,158
Administrative expenses
$37,249
Total expenses
$1,105,407
Net increase / (decrease)
$1,628,985
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $15.2K
  2. 2
    RECORDKEEPER · Direct $13K · Indirect $0
  3. 3
    INVESTMENT MGMT · Direct $9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240729125303NAL0011042083001 cover?
It is the 2023 Form 5500 filing for Trinitas Ventures, LLC 401(K) Profit Sharing Plan, reported by Trinitas Ventures, LLC (EIN 32-0026367).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages