Plan5500

2023 Form 5500 filing — Truwest Company, LLC Retirement 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 20240801072934NAL0023470065001) for Truwest Company, LLC Retirement Savings Plan, reported by Truwest Company, LLC under EIN 30-0719069 and plan number 001. It reports 304 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240801072934NAL0023470065001
Filing year
2023
Form type
2
Plan sponsor
Truwest Company, LLC
EIN
30-0719069
Plan number
001
Location
Westlake, OH
Participants
304
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$18,683,067
Total liabilities (EOY)
$0
Net assets (EOY)
$18,683,067
Employer contributions
$527,817
Participant contributions
$1,592,810
Total income / additions
$5,056,315
Benefits paid
$409,825
Administrative expenses
$46,344
Total expenses
$456,169
Net increase / (decrease)
$4,600,146
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Cedar Brook Financial Partners LLCINVESTMENT ADVISOR$27,778not reported in the loaded dataset
Jpmorgan Invest Holdings LLCRECORDKEEPER$18,484$0
Charles Schwab & Co., Inc.BROKERAGE SERVICES$57$0
Cowen And Company, LLCBROKER$10not reported in the loaded dataset
Barclays Capital LeBROKER$7not reported in the loaded dataset
Bofa Securities, Inc.BROKER$3not reported in the loaded dataset
J.P. Morgan Securiteis Inc.BROKER$3not reported in the loaded dataset
Morgan Stanley & Co, IncBROKER$3not reported in the loaded dataset

Related Form 5500 pages