2023 Form 5500 filing — Trion Industries, Inc. Employee'S 401(K) 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 20240909122752NAL0002361443001) for Trion Industries, Inc. Employee'S 401(K) Savings Plan, reported by Trion Industries, Inc under EIN 11-2122165 and plan number 003. It reports 244 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)$9.7MReported net assets$9,692,766
Participants244
Provider compensation$66.4K2 Schedule C row(s)$66,429
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240909122752NAL0002361443001
- Plan sponsor
- Trion Industries, Inc
- EIN
- 11-2122165
- Plan number
- 003
- Location
- Wilkes Barre, PA
- Received date
- not reported in the loaded dataset
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)$9.7M total assets
Net assets$9.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,692,766
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,692,766
- Employer contributions
- $143,691
- Participant contributions
- $486,581
- Total income / additions
- $1,809,869
- Benefits paid
- $402,974
- Administrative expenses
- $48,934
- Total expenses
- $471,574
- Net increase / (decrease)
- $1,338,295
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $48,934 | $0 |
| New England Retirement Consultants | INVESTMENT ADVISORY | $0 | $17,495 |