2023 Form 5500 filing — Tru Community Care 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 20240808093503NAL0002749299001) for Tru Community Care 401(K) Plan, reported by Tru Community Care under EIN 84-0748577 and plan number 002. It reports 402 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240808093503NAL0002749299001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tru Community Care
- EIN
- 84-0748577
- Plan number
- 002
- Location
- Lafayette, CO
- Participants
- 402
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,771,280
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,771,280
- Employer contributions
- $366,838
- Participant contributions
- $1,062,110
- Total income / additions
- $3,244,343
- Benefits paid
- $998,850
- Administrative expenses
- $54,516
- Total expenses
- $1,053,366
- Net increase / (decrease)
- $2,190,977
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $28,319 | $0 |
| Creative Planning LLC | NONE | $26,197 | not reported in the loaded dataset |