2023 Form 5500 filing — Triumph Foods, LLC 401k 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 20240801054809NAL0022627761001) for Triumph Foods, LLC 401k Plan, reported by Triumph Foods, LLC under EIN 48-1301895 and plan number 001. It reports 559 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801054809NAL0022627761001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Triumph Foods, LLC
- EIN
- 48-1301895
- Plan number
- 001
- Location
- Saint Joseph, MO
- Participants
- 559
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,176,804
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,176,804
- Employer contributions
- $575,265
- Participant contributions
- $1,659,995
- Total income / additions
- $3,746,206
- Benefits paid
- $1,819,076
- Administrative expenses
- $73,984
- Total expenses
- $1,904,551
- Net increase / (decrease)
- $1,841,655
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $37,752 | $0 |
| Mariner Wealth Advisors, LLC | INVESTMENT/FINANCIAL ADVI | $18,807 | $0 |
| Mariner Retirement Advisors, LLC | INVESTMENT/FINANCIAL ADVI | $17,423 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |