2023 Form 5500 filing — Three Way 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 20240815162056NAL0007358115001) for Three Way 401(K) Plan, reported by Triple Play Services, Inc. Dba Three Way under EIN 20-0398007 and plan number 001. It reports 535 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240815162056NAL0007358115001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Triple Play Services, Inc. Dba Three Way
- EIN
- 20-0398007
- Plan number
- 001
- Location
- South San Francisco, CA
- Participants
- 535
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,783,907
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,783,907
- Employer contributions
- $444,016
- Participant contributions
- $1,495,408
- Total income / additions
- $4,112,713
- Benefits paid
- $1,044,188
- Administrative expenses
- $41,217
- Total expenses
- $1,086,617
- Net increase / (decrease)
- $3,026,096
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Three Bell Capital, LLC | N/A | $22,843 | not reported in the loaded dataset |
| At Retirement Services, LLC | N/A | $18,374 | not reported in the loaded dataset |